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Financial Services News You Might Have Missed episodes
- Elm Wealth, Diligent, Corporate Board Member, FTI Consulting, CFP Board & Experian
The news from the week of February 13, 2025 featured:
- Elm Wealth Launches Dynamic Index Investing ETF With Industry-Leading Low Fee
- 76% of U.S. Corporate Directors Cite Growth as a Top Priority This Year, Outpacing Efficiencies and Cost-Cutting
- Study: Americans Working with CFP Professionals Enjoy Greater Financial Well-Being
- Experian: Financial Strain Leads to Breakups for More Than a Quarter of Americans
26 min - interVal, Auquan, Take Charge America, FinQuery & Future Capital with Axos Clearing
The news from the week of February 7, 2025 featured:
- interVal upgrades its business reports
- Auquan's Sustainability Agent
- Take Charge America offers free housing counseling and mortgage assistance services for California residents
- FinQuery launches free CPE hub for accounting and finance professionals
- Future Capital integrates with Axos Clearing
13 min - Archive Intel, Arteria AI, OneVest & The Helper Bees
This week's news features Archive Intel's latest capital raise, Arteria AI's new research arm and OneVest and The Helper Bees' latest capital raise.
13 min - AcquireUp, Wealthtender, Principal Financial Group & Fundraise Up
This week's episode features AcquireUp's new Express Digital offering, Wealthtender's new Testimonial Marketing Studio, Principal Financial Group's latest survey and Fundraise Up's capital raise.
15 min - Grant Thornton, Morningstar, CFP Board & iCapital
This week's episode features news from Grant Thornton and its survey of technology chief financial officers, Morningstar's new direct advisory suite, the CFP Board's largest recruiting year and iCapital's acquisition of Parallel Markets.
19 min - 512Financial, Citizens, Bitwise, Vettafi, & Anonybit
This week's episode features news from 512Financial, Citizens, Bitwise & Vettafi's latest survey and Fingerprint Cards & Anonybit.
22 min - J.P. Morgan Wealth Management, Allianz Life, Future Capital & AstroPay
This week's episode features news from J.P. Morgan Wealth Management, Allianz Life, Future Capital and AstroPay.
22 min - SIGNiX, Interactive Brokers, Yooz & Smarsh with Brandon Galici
This week we're joined by Brandon Galici of Galici Financial to give his take on my top financial services and fintech news picks from SIGNiX, Interactive Brokers, Yooz, and Smarsh.
15 min - PensionBee, Nitrogen, Uptiq.AI & Smarsh
The first week of December 2024 brought news from PensionBee's new app, Nitrogen's Nitrogen for Asset Managers, Upqti.AI's acquisition of UpSWOT and Smarsh's archiving compliance capabilities.
4 min - Starting with SIGNiX, Future Capital, Archive Intel and Nepsis
The podcast debuts with its host, Allie Zendrian, explaining the purpose of the podcast and its first bits of news from Future Capital, SIGNiX, Archive Intel and Nepsis.
4 min
About Financial Services News You Might Have Missed
From the publisher's feed
A collection of the week's financial services and fintech news that didn't get enough time in the spotlight.