Financial services
Binah Capital Group's PKS Investments has been named a finalist in two categories for the 2025 Wealth Management Industry Awards, a prestigious recognition of the company's excellence in advisor transition solutions and leadership. As a Binah Capital Group company, PKS has successfully supported thousands of advisor
Financial services
Independent registered investment advisors are reevaluating their clients' investment portfolios, allocating more assets to global investments as confidence in the US market wanes, according to a new survey by Interactive Brokers. The 2025 Advisor Insights Survey reveals a significant shift in market sentiment, with 42% of advisors increasing investments
Financial services
CI Capital Holding, a leading non-bank financial services company operating in Egypt, has made significant strides in its financial performance for the year. The company's stock, listed on the Egyptian Exchange (EGX), has experienced a notable price appreciation, with a year-to-date change of 4.82%. This trend is
Financial services
Eclipse Private Wealth Management is pleased to announce that Mitchell Benedon, a certified financial planner with a multifaceted background, has joined the firm as a Senior Wealth Advisor. Benedon brings over six years of experience in building a thriving solo practice at Merrill Lynch, where he helped high-net-worth clients navigate
Financial services
As of June 11, 2025, the Egyptian Arabian (Themar) Company for Securities and Bonds Brokerage has demonstrated significant market activity on the Egyptian Exchange (EGX). Despite a stable presence in the non-bank financial services sector, the company has shown notable trading metrics, drawing attention from investors. The company's
Financial services
Osool ESB Securities Brokerage, a key player in Egypt's non-bank financial services sector, has demonstrated impressive performance indicators on the Egyptian Exchange (EGX) as of June 11, 2025. With a strong presence on the main market of the EGX, the brokerage firm has issued 400 million shares, totaling
Financial services
Treasury Prime, a leading embedded banking software company, has partnered with People Trust Community FCU, a credit union serving underbanked communities in Arkansas. This partnership marks a significant milestone in expanding access to embedded banking for community-based institutions, with the potential to modernize core banking services and enhance member experience.
Financial services
The U.S. House Committee on Financial Services Subcommittee on Financial Institutions held a hearing to explore whether there is a need for a federal privacy statute to govern the financial services industry, which is currently regulated by the Gramm-Leach-Bliley Act ("GLBA") and other sector-specific statutes. Witnesses agreed
Financial services
A new alliance between Paramount Realty USA and Intero Real Estate Services-East Bay marks a significant development in the real estate industry, enhancing the services offered to sellers and agents in the East Bay and beyond. This partnership enables Intero listing agents to leverage Paramount's auction platform to
Financial services
In the complex landscape of healthcare pricing, it's easy for plans, brokers, and their clients to get left behind. The lack of clear, trustworthy, and up-to-date pricing data hinders their ability to negotiate fair reimbursement rates, design cost-effective plans, and create high-quality networks. As a result, they often
Financial services
Despite growing market skepticism, independent registered investment advisors (RIAs) remain optimistic about their own growth prospects. A recent survey by Interactive Brokers found that 42% of RIAs are investing more in non-US equities, while a similar amount (40%) are dialing back client exposure to US equities. This shift aligns with
Financial services
The financial services industry is undergoing a significant transformation, driven by the convergence of modern technology and human expertise. To bridge the gap between traditional investment models and digital solutions, Srinivasa Rao Challa, an expert in finance, wealth management, and AI-driven financial technologies, has proposed a hybrid wealth management approach.
