Financial services
TransMedia Group has been hired by Certified Financial Planner Nancy Hite to publicize an initiative that aims to reduce the spiraling national debt by requiring retirement plans to offer a Roth option. This move, says Hite, could allow individuals to pay taxes voluntarily in advance and result in upfront tax
Financial services
Advisor CRM, a comprehensive CRM solution designed specifically for registered investment advisors (RIAs), has unveiled an AI-powered meeting assistant that simplifies client interactions, increases productivity, and enhances data collection. This game-changing feature is exclusive to Advisor CRM and has been designed to meet the unique needs of growth-mode RIAs. With
Financial services
Sydney Woodward, a Financial Planner at Yeske Buie Inc., has been awarded for her exceptional performance in her first three years as an advisor. She was recognized by her firm for building meaningful client relationships, dedicating herself to continuous learning, and her passion for pro bono service. Woodward's
Financial services
B Investments Holding, a key player in Egypt's non-bank financial services sector, witnessed a substantial rise in its stock price on the Egyptian Exchange (EGX) on June 30, 2025. The stock made a dramatic jump from EGP 24.9 to EGP 40, marking a significant increase. This development
Financial services
QALA For Financial Investments - Preferred Shares, a significant entity in the non-bank financial services sector, has demonstrated stability on the Egyptian Exchange (EGX) as of June 30, 2025, with a capitalization of 2.01 billion Egyptian Pounds. Despite the absence of reported open, high, low, or close prices for
Financial services
The Egyptian Arabian (Themar) Company for Securities and Bonds Brokerage EAC, a key player in the non-bank financial services sector, experienced a substantial increase in its stock price on the Egyptian Exchange (EGX) as of June 30, 2025. The company's stock, listed in Egyptian Pounds with a par
Financial services
Pontera and BridgeFT have partnered to revolutionize portfolio management for financial advisors by integrating Pontera's data with BridgeFT's WealthTech API platform. This integration enables financial advisors to view and manage multiple client accounts, including 401(k)s, 403(b)s, and other held-away accounts, through a
Financial services
Timothy Plan, a provider of biblically responsible investment solutions, has announced its plan to liquidate the Timothy Plan Market Neutral ETF (TPMN) effective July 22, 2025. The decision to liquidate the fund was made following a regular review by the Adviser and Board of Trustees. Shareholders will have the opportunity
Financial services
NCR Atleos, a leader in expanding self-service financial access, has announced that InComm Payments, a global payments technology provider, has adopted Atleos' ReadyCode API to enable InComm Payments' fintech and banking partners to offer ATM-based cardless cash pickup at over 23,000 ATMs nationwide. This partnership aims to
Financial services
The UK's National Crime Agency has issued nine asset freezing orders, restricting assets worth almost APS90 million belonging to two members of a family closely associated with the ousted Bangladesh government. This move comes as international pressure mounts on the UK to assist in investigations into properties linked
Financial services
El Orouba Securities Brokerage, a non-bank financial services company, has witnessed a substantial price shift on the Egyptian Exchange (EGX) as of June 29, 2025. The company's stock closed at EGP 1.11, marking a significant move with a year-to-date price change of -3.48%. This change occurred
Financial services
Arabia Investments Holding, a leading player in the non-bank financial services sector, has seen its share price experience a notable surge in recent times on the Egyptian Exchange (EGX). As of June 29, 2025, the company's shares closed at EGP 0.619, marking a year-to-date price change of
