InspereX Survey: Financial Advisors See Equity Rally Into Year‑End — the Spring 2026 Pulse Survey of 783 advisors reveals a bullish outlook for the S&P 500, with 70 % expecting the index to rise at least 5 % by December. The data also surfaces how volatility is reshaping advisor‑client dynamics and the growing reliance on downside‑protection tools. The survey, released…
A technology‑first entry into a new market Corient’s Canadian launch is anchored by a proprietary digital platform that consolidates investment management, tax‑optimization, trust and estate planning, and concierge services under a single, fiduciary‑only architecture. The system leverages open‑banking APIs to pull real‑time account data, applies AI‑enhanced analytics, and offers a client portal that integrates alternative‑asset…
Auditoria.AI’s agentic artificial intelligence platform clinched the “Best FinTech Awards” at the 2026 FinTech Awards, a win that underscores the growing momentum of AI‑driven finance automation across the enterprise sector. The San Jose‑based startup announced the award on April 29, 2026, positioning its technology as more than a rule‑based workflow engine. Auditoria’s platform embeds AI agents…
InspereX Survey: Financial Advisors See Equity Rally Into Year‑End — the Spring 2026 Pulse Survey of 783 advisors reveals a bullish outlook for the S&P 500, with 70 % expecting the index to rise at least 5 % by December. The data also surfaces how volatility is reshaping advisor‑client dynamics and the growing reliance on downside‑protection tools. The survey, released…
A technology‑first entry into a new market Corient’s Canadian launch is anchored by a proprietary digital platform that consolidates investment management, tax‑optimization, trust and estate planning, and concierge services under a single, fiduciary‑only architecture. The system leverages open‑banking APIs to pull real‑time account data, applies AI‑enhanced analytics, and offers a client portal that integrates alternative‑asset…
Auditoria.AI’s agentic artificial intelligence platform clinched the “Best FinTech Awards” at the 2026 FinTech Awards, a win that underscores the growing momentum of AI‑driven finance automation across the enterprise sector. The San Jose‑based startup announced the award on April 29, 2026, positioning its technology as more than a rule‑based workflow engine. Auditoria’s platform embeds AI agents…
Rogo Secures $160 Million Series D to Scale Felix, Its Enterprise AI Agent for Finance, marking a major funding round that could reshape AI adoption across investment banks and other financial institutions. The Funding Round and Its Backers On April 29, 2026, Rogo announced a $160 million Series D round led by Kleiner Perkins, with participation from Sequoia, Thrive Capital, Khosla…
CC Capital and OneIM Complete A$3.9B Acquisition of Insignia Financial. The private‑equity firm and the global alternative‑asset manager have closed a cash‑for‑share deal that places Australia’s leading diversified wealth‑management group under new ownership, signaling a strategic push into embedded finance and open‑banking infrastructure for the region’s retirement market. What the Deal Entails On April 28, 2026, CC Capital…
Illuminate Financial announced the close of its fourth fund, a $135 million Early Growth Fund that targets Series B+ enterprise‑AI and fintech companies building the next‑generation infrastructure for financial services. Backed by eight global banking giants, the fund marks a strategic shift from early‑stage seed investing to scaling proven technology at the cusp of enterprise adoption. Fund…
Myrtle.ai’s VOLLO FPGA accelerator has smashed latency records in the STAC‑ML (Markets) inference benchmark, delivering 2 µs 99th‑percentile response times and halving previous bests—an achievement that could reshape how banks and trading firms deploy AI driven decision engines. Myrtle.ai, a specialist in FPGA‑based machine learning inference, announced on April 29 that its VOLLO product was independently audited…
VersaBank Launches Real‑Time Structured Receivable Program, Redefining Point‑of‑Sale Financing – VersaBank (TSX: VBNK, NASDAQ: VBNK) announced today that it has begun a pilot of its Real‑Time Structured Receivable Program (Real‑Time SRP) with partner FinanceIt Canada. The initiative promises instant funding for point‑of‑sale loans, eliminating the traditional warehousing period and reshaping how merchants and lenders handle…
RevVenue launches today as an expert‑led resource hub aimed at demystifying ASC 606 and IFRS 15 compliance for finance teams wrestling with AI‑driven, usage‑based monetization models. The finance function is at a crossroads. Traditional subscription billing is giving way to hyper‑dynamic pricing structures—token credits, outcome‑based contracts, and on‑demand AI services—that strain the limits of existing revenue‑recognition guidance….
EY and Rillet have announced a strategic alliance that bundles EY’s finance‑transformation expertise with Rillet’s AI‑native enterprise resource planning (ERP) platform, promising a new, risk‑aware operating model for large enterprises seeking to modernize their finance functions. What the alliance delivers The partnership creates a single, end‑to‑end solution that embeds accounting logic, automation, and continuous risk…
