Mason Investment Advisory Services, Inc., a Reston, VA-based registered investment advisory and financial planning firm, has again been named to Barron’s 2025 Top 100 Institutional Consulting Teams list. Ranked #25, Mason distinguishes itself as one of only a few independent firms to achieve top-tier status among a list largely dominated by national brokerage teams.
Broadridge Financial Solutions Inc. has announced the award of a new U.S. patent that covers its innovative large language model orchestration methods used in BondGPT. This GenAI-driven application is transforming fixed-income trading by enhancing data processing, personalization, and compliance through orchestrated machine learning agents.
Exchange Bank has promoted long-time executive Jim Curry to Branch Manager of its Healdsburg location. With nearly 15 years at Exchange Bank and more than 20 years in banking leadership, Curry is known for his customer-centric approach and deep community involvement.
Sarp Demiray, CEO of European Merchant Bank (EMBank), is calling on the banking industry to rethink its approach to customer service. In his recent LinkedIn Pulse article titled “Are You Being Served? AI, Customer Service, and the Quality of Banking,” Demiray outlines the long-standing gaps in service quality and warns against overreliance on technology without empathy.
Further, a Union Credit company, has announced a strategic partnership with The Roof Resource to offer embedded credit union financing at the point of sale. The collaboration streamlines the customer experience by connecting homeowners with competitive, local lending options directly during the roofing purchase journey.
Fortress Investment Group has announced two major leadership appointments aimed at advancing its investment strategies in Europe. Giovanni Luna joins as Managing Director, Head of Origination, Europe, while Niccolò Biancheri has been promoted to Head of Corporate Credit, Europe. Both will be based in London and will play critical roles in driving the firm’s growth across asset classes.
KSD Capital, a forward-thinking investment firm, has joined forces with Intain, a fintech company revolutionizing structured finance, to improve transparency, speed, and automation in the funding process. The partnership leverages the IntainMARKETS platform to better connect originators with community banks, enabling faster, more secure, and automated financial transactions.
The Citco group of companies (Citco), a global leader in asset servicing, has entered into a long-term strategic partnership with GIC, one of the world’s largest institutional investors. As part of the relationship, GIC becomes a minority shareholder in Citco. The founding Smeets family will continue to hold majority ownership.
Tyfone, a leading digital banking technology provider, has once again been named one of American Banker’s Best Places to Work in Financial Technology for 2025. This back-to-back recognition highlights the company’s deep commitment to fostering a workplace culture built on autonomy, innovation, and purpose-driven collaboration.
Eastnets, a global provider of compliance, payments, and cloud-based financial solutions, has earned major recognition at the 2025 MEA Finance Banking Technology Awards. The company was honored with two prestigious titles that highlight its innovation and impact in financial technology and regulatory compliance.
