UCCU Partners with Incent to Launch Youth-Focused Family Banking Platform
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 Appoints Zinovy Iosovich as Chief Growth Officer to Accelerate Organic Expansion
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 Appoints John Ashkar as Senior VP, Director of Business Banking
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.
Focus Financial Partners Adopts intelliflo redblack for Trading & Rebalancing
intelliflo redblack, a leading provider of trade and rebalance technology solutions, today announced that Focus Financial Partners Inc. has extended its use of the platform across its network of wealth management firms. This strategic partnership enhances Focus Financial Partners’ ability to support its firms with advanced wealth-technology-stack options, fueling their growth and success.
Edelman Financial Engines Acquires Cahill Wealth Management
Edelman Financial Engines (EFE), the nation’s leading independent wealth planning and workplace investment advisory firm, has announced its first acquisition of 2025: Cahill Wealth Management, a Michigan-based RIA managing approximately $426 million in client assets.
FSS Hosts Simply Payments 2025 in Dubai, Highlighting the Role of AI in Payments Transformation
Financial Software and Systems (FSS), a global leader in payments technology, hosted the Dubai edition of its flagship event, Simply Payments 2025, under the theme “Reimagining Payments in the AI Era.” The event brought together top minds in Fintech, Government Payments, and Artificial Intelligence (AI), addressing the growing importance of AI in transforming the financial services industry, particularly in the UAE.
Affirm Partners with UATP to Bring Flexible Payment Options to the Global Travel Industry
Affirm, a leading payment network that enables consumers to purchase what they want with flexibility and helps drive merchant growth, has announced a major global long-term partnership with UATP, a network owned and operated by a consortium of airlines worldwide. This collaboration will integrate Affirm’s flexible and transparent installment payment options directly into UATP’s network, which includes thousands of major airlines, rail carriers, and travel agencies.
Cross River Launches Global Payments Solution for SMBs & Fintechs
Cross River Bank, a leading technology infrastructure provider offering embedded financial solutions, has announced the launch of its International Payments platform, aimed at simplifying and accelerating cross-border transactions for fintechs and small to medium-sized businesses (SMBs). In partnership with Aion, a modern business finance platform, Cross River leverages its proprietary banking core, flexible API stack, and robust compliance infrastructure to streamline international payments through multiple rails, making global financial operations more accessible, secure, and efficient.
JPMorganChase Commits $14.5M to Modernize Benefits Access
JPMorganChase has announced $14.5 million in philanthropic commitments to drive innovation in public and workplace benefits systems, aiming to improve financial health outcomes for millions of low- to moderate-income (LMI) Americans. The firm’s latest initiative expands its efforts to bridge the gap between wages and long-term wealth building, enabling broader access to critical support systems such as retirement plans, emergency savings, and education benefits. This funding reinforces JPMorganChase’s broader goal of advancing inclusive economic opportunity and financial resilience across the U.S.
Focus Financial Names Birenbaum President, Ferri COO
Focus Financial Partners, a leading partnership of independent fiduciary wealth management firms, has announced the elevation of two key executives: Adam Birenbaum as President and Justin Ferri as Chief Operating…
