Financial services
Resilient Wealth Management, a financial advisory firm based in Fresno, California, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. The firm was founded in 2020 by financial advisor Brandon Dixon-James, CFP, who has reported serving approximately $250 million in advisory, brokerage, and retirement plan
Financial services
Bob Williams, the President of Williams Wealth Management, has marked a significant milestone by celebrating his 30th anniversary of holding the Certified Insurance Counselor (CIC) designation. This achievement is a testament to his dedication to delivering client-focused, effective wealth management services. Williams' expertise encompasses investment management, financial planning, and
Financial services
Boston-based AI-based fintech company Lendbuzz has successfully closed a $266 million securitization collateralized by a pool of auto loans made to obligors and secured by new and used automobiles, light duty trucks, and vans. This transaction marks another significant milestone for Lendbuzz, with the company having completed over $2.1
Financial services
Firstrade, a commission-free online brokerage, has announced its premier sponsorship of the 2025 Women's Volleyball Nations League US stop, taking place in Arlington, Texas, from July 9—13. This strategic partnership will provide Firstrade with broadcast visibility, venue branding, and themed fan activation opportunities. The event will feature
Financial services
REX-Osprey, a joint initiative between REX Financial and Osprey Funds, has announced the launch of SSK, the REX-Osprey [TM] Solana + Staking ETF, which provides investors with direct exposure to Solana (SOL) and staking rewards. This marks a significant milestone for crypto ETFs in the U.S. market. The fund is
Financial services
A new integration between Jump, a leading provider of AI solutions for financial advisors, and eMoney Advisor, a leading provider of technology solutions, is designed to eliminate the tedious task of manual data entry following client meetings. This integration enables advisors who use both Jump and eMoney to push proposed
Financial services
NovaDius Wealth Management, a forward-thinking wealth management firm, has announced a strategic rebranding effort to its business identity. As of July 1, 2025, The ETF Store, Inc. is now known as NovaDius Wealth Management. This rebranding marks a significant step forward in the firm's mission to provide exceptional
Financial services
Mercer Global Advisors, a leading national Registered Investment Adviser, has announced the acquisition of O'Brien Wealth Partners, a Waltham, Massachusetts-based firm providing comprehensive wealth management and planning services to high-net-worth individuals, families, and nonprofits. This partnership brings together two firms with a shared commitment to client-first planning and
Financial services
Prime Holding, a key player in the non-bank financial services sector, has experienced significant market activity on the Egyptian Exchange (EGX) as of July 1, 2025. The company's stock has undergone substantial price fluctuations throughout the year, with its highest price reaching 1.31 EGP on May 11,
Financial services
B Investments Holding, a prominent player in Egypt's non-bank financial services sector, has witnessed significant price fluctuations in the current year. As of July 1, 2025, the company's shares, traded on the Egyptian Exchange (EGX) in Egyptian Pounds, have exhibited notable volatility, with a year-to-date price
Financial services
The Reserve Bank of India has sounded an alarm about the increasing threat of cyberattacks and financial frauds in the digital ecosystem, warning that the expanding scale of digital financial services and interconnected systems has exponentially increased the cyberattack surface. The RBI's bi-annual Financial Stability Report (FSR) has
Financial services
Fiserv, a leading global provider of payments and financial services technology solutions, has been recognized by TIME magazine as one of the most influential companies in the world. The company was selected for the TIME100 Most Influential Companies list for the first time in its 40-year history, marking a significant
