Linqto, Inc., a leading financial technology platform offering accredited investors access to late-stage, privately held companies, has confirmed that the underlying shares of platform companies are secure. This assurance comes after a third-party advisory firm conducted an independent analysis of the underlying stock owned by Linqto’s affiliate, Linqto Liquidshares, LLC (Liquidshares).
Ant International has formed a strategic alliance with Barclays, the leading UK bank, to enhance the efficiency and resilience of global treasury management for businesses. This partnership combines innovative solutions, including Ant’s AI-powered Foreign Exchange (FX) model and Time-Series Transformer (TST), designed to help companies reduce FX costs and risks amid global volatility.
Northern Trust Asset Management (NTAM), a leading global investment management firm with $1.3 trillion in assets under management as of March 31, 2025, has announced the appointment of Michael Hunstad, PhD, and Christian (Chris) Roth, CFA, as Global Co-Chief Investment Officers, effective June 1, 2025.
Richard S. Brown, CEO and Chairman of JNBA Financial Advisors, has been named the top advisor in Minnesota for the second consecutive year in the Forbes Best-in-State Top Wealth Advisors High Net Worth list. This prestigious recognition highlights his leadership in providing expert wealth management services and the firm’s impressive client retention.
Bregal Investments, a leading private equity investment firm, has announced the appointment of Neil Syers as its new Chief Financial Officer. Based in London, Syers will lead Bregal’s global finance operations, supporting the firm’s strategic growth across investment strategies and geographies.
SoFi, a digital finance leader, and Capitalize, the award-winning retirement account transfer platform, have expanded their collaboration to streamline 401(k) rollovers. The new integration embeds Capitalize’s Rollover API into the SoFi app, enabling members to locate and consolidate legacy 401(k) accounts directly into their SoFi IRAs without ever leaving the app.
Sno Falls Credit Union has selected Mahalo Banking as its new digital banking partner, reinforcing its commitment to delivering a seamless, modern, and inclusive banking experience. The selection of Mahalo marks a strategic investment in long-term digital innovation, driven by the platform’s deep integration with Corelation Keystone, superior self-service tools, and user-friendly interface across devices.
In a strategic move to meet the needs of its uniquely young membership, Utah Community Credit Union (UCCU) has partnered with Incent, a leading provider of digital banking solutions tailored for families and youth. The Provo-based credit union, with 23 branches and $3.5 billion in assets, will roll out Incent’s Family Banking platform to support financial literacy and responsible money management among young families and their children.
Focus Financial Partners has announced the appointment of Zinovy Iosovich as Chief Growth Officer of its Focus Partners division. The newly created role reflects the firm’s strategic emphasis on driving intentional and scalable organic growth across its portfolio of wealth management firms.
John Marshall Bank (“JMB”), a subsidiary of John Marshall Bancorp, Inc., is excited to announce the appointment of John Ashkar as Senior Vice President and Director of Business Banking. In his new role, Ashkar will lead the Bank’s business banking team and focus on expanding its small business lending programs, particularly with an increased emphasis on the Bank’s partnership with the U.S. Small Business Administration.
