Stephany Kirkpatrick on Advancing Inclusivity in Financeby Mark Eisenberg 22.06.2024Stephany Kirkpatrick's Orum pushes for financial inclusivity with fast, reliable payments, aiming to end financial barriers for underserved communities.
NewRetirement Disrupts Retirement Planningby Terry Bingman 27.03.2024NewRetirement, the financial planning startup, has secured Series A funding and plans to expand its enterprise partnerships and team amid ...
Atria Wealth Solutions Invests Big in AI, Robotics ETFby Terry Bingman 16.02.2024Atria Wealth Solutions Inc. has increased its stake in the First Trust Nasdaq Artificial Intelligence and Robotics ETF, along with ...
SEC Hits Record Fine in Sweep of Firmsby Mark Eisenberg 09.02.2024The SEC fines 16 firms $81 million for violating recordkeeping requirements tied to off-channel communications, in a crackdown on financial ...
Northwestern Mutual’s $2.5M Investment: Boosting Higher Education for Students of Colorby Mark Eisenberg 12.08.2023Northwestern Mutual will be awarding $2.5 million in grants and scholarships to 136 students through its new HBCU Connection Scholarship ...