My Home Pathway (MHP) aims to make homeownership accessible, recognizing it as a key to building generational wealth and achieving financial freedom. Annually, five million mortgage applications are denied, with higher rates for Black and Hispanic individuals or millennials burdened by student debt. This exacerbates a persistent wealth gap, particularly the 20-30 point homeownership rate…
When it comes to retirement products, index annuities don’t often make headlines for innovation. Corebridge Financial and Market Synergy Group (MSG) are looking to change that with the launch of Power Select AICO, a new entry in Corebridge’s Power Series of Index Annuities that comes with a unique twist: an Additional Interest Credit Overlay capable of doubling credited interest over five years.
In a move that underscores the accelerating convergence of AI and wealth management, WealthAi has announced a strategic partnership with MDOTM Ltd, the firm behind the AI investment platform Sphere. The deal brings MDOTM’s powerful portfolio optimization tools into the WealthAi MarketPlace, offering wealth managers and advisors direct access to advanced AI-driven investment tech—without overhauling their existing workflow.
Private Client Resources (PCR), a long-standing player in the niche world of financial data aggregation, has officially reintroduced itself—and it’s not just a cosmetic refresh. Backed by a new executive team and a sharpened strategic focus, PCR is positioning itself for a growth spurt in the increasingly competitive data services market for high-complexity financial institutions.
Singapore’s auditors are getting a cloud-first upgrade. Caseware, a global player in audit and financial reporting software, has launched Cloud Audit—its purpose-built, AI-enhanced audit platform designed specifically for Singapore’s regulatory environment.
If your company is running NetSuite in a vacuum, you’re doing it wrong. That’s the message behind Mindcore Technologies’ latest educational guide, which lays out a clear, phased roadmap for fully integrating the ERP giant with critical business systems like CRM, e-commerce, and accounting platforms.
In a move that underscores the growing demand for intelligent revenue tools in wealth management, PureFacts Financial Solutions has been named the exclusive provider of billing and advisor compensation solutions for BNY Pershing’s Wove platform. It’s a quiet but strategic shift that could reshape how advisory firms manage profitability and performance incentives. A Precision Upgrade…
Quinn, an AI-powered financial planning platform, has launched publicly after raising $11 million in Seed funding. The round was led by Viola Fintech, with participation from existing backers, and it signals a serious bet on the future of embedded, scalable wealth advice—delivered by AI, not armies of human advisors.
Jump, a leading AI platform for financial advisors, today announced a strategic integration with RightCapital, the fastest-growing financial planning software in the industry. The partnership enables financial advisors to seamlessly sync insights from client meetings—captured by Jump’s AI—directly into the RightCapital platform, eliminating manual data entry and keeping financial plans consistently accurate and up-to-date.
In the increasingly crowded world of embedded finance, Payabli is sprinting ahead with both momentum and money on its side. The Miami-based payments infrastructure platform for software companies just closed a $28 million Series B funding round, barely nine months after its Series A. That brings the company’s total funding to $60 million—a sizable war chest aimed at redefining what it means to be a full-stack fintech platform.
