LPL Financial Expands Independent Advisor Network with Fortress Financial Planning Integration
LPL Financial announced that the advisory team of Fortress Financial Planning, led by Bassem Moez, CRPC® and James Darden, JD, has migrated its $150 million client portfolio to LPL’s broker‑dealer and Registered Investment Advisor (RIA)…
Payoneer to Present at William Blair Growth Stock Conference, Signaling New Direction for Cross‑Border Payments
Payoneer Global Inc. (NASDAQ: PAYO) announced that CEO John Caplan will take the stage at the William Blair 46th Annual Growth Stock Conference on June 2, 2026. The appearance, slated for a live webcast at…
Citi and HPS Unveil a €15 Billion Private Capital Program to Accelerate Direct Lending in EMEA
The Program commits €15 billion of capital over an initial five‑year horizon. Citi will act as the primary deal originator, leveraging its Investment, Corporate and Commercial Banking networks to identify opportunities…
Citizens State Bank Teams with Payman AI to Deploy Agentic Banking Across Colorado
Citizens State Bank Teams with Payman AI to Deploy Agentic Banking Across Colorado, marking one of the first U.S. community‑bank rollouts of AI‑driven agents that can autonomously execute banking tasks within…
European Merchant Bank Posts 21% Loan‑Portfolio Growth in 2025, Boosting Embedded Finance Momentum
European Merchant Bank (EMBank) announced a 21% rise in its loan portfolio for 2025, pushing total assets to €214.7 million and underscoring the bank’s push into embedded finance and digital‑first banking…
Crypto Wallet Flexibility Gains Momentum, Survey Shows
Crypto Wallet Flexibility Gains Momentum, Survey Shows: A new study from Paybis, the cryptocurrency platform that serves 6.9 million users worldwide, reveals that four in five crypto holders now prefer the…
KeyBank Launches Tech‑Driven Middle‑Market Banking Platform in Michigan
KeyBank Launches Tech‑Driven Middle‑Market Banking Platform in Michigan — the Cleveland‑based lender announced a strategic expansion of its commercial banking services in Southeast Michigan, pairing seasoned relationship managers with a suite of…
Ally Financial CEO Michael Rhodes to Speak at Bernstein Strategic Decisions Conference, Spotlighting Digital Banking and Embedded Finance
Why the Session Matters Ally’s digital‑only banking model has grown to more than $150 billion in deposits, according to the latest quarterly report, and now accounts for roughly 12 % of all…
FIS Unveils Project Keystone: A Bank‑Owned Digital Tokenized Money Network
FIS announced Project Keystone, a bank‑run digital tokenized money network that lets participating institutions issue, transfer and settle regulated deposits in digital form on a shared, self‑governed infrastructure. What Project Keystone Is Project Keystone…
Rokos Capital Management Secures ADGM License and Opens Abu Dhabi Office
Rokos Capital Management (RCM) announced today that it has received a Financial Services Permission (FSP) from the Financial Services Regulatory Authority (FSRA) and opened a new office in Abu Dhabi’s Sky…
