Avanade

JULY 19, 2022

Learn about early thinking for Financial Services and the metaverse, from Avanade Head of Banking and Capital Markets for Europe, Nic Merriman.

Banking 98

Banking Marketability 98

Benzinga

FEBRUARY 20, 2024

Discover Financial Services (NYSE: DFS ) shares are surging Tuesday after it inked a merger deal to be acquired by Capital One Financial Corp (NYSE: COF ). Per the terms, Discover shareholders will receive 1.0192 shares of Capital One for every share they hold, translating to a 26.6% on February 16, 2024.

Equity 52

Equity 52

Harvard Corporate Governance

SEPTEMBER 28, 2023

Posted by Gary Gensler, U.S. Securities and Exchange Commission, on Thursday, September 28, 2023 Editor's Note: Gary Gensler is Chair of the U.S. Securities and Exchange Commission. This post is based on his recent testimony.

Marketability 230

Marketability Equity 230

ThomsonReuters

MAY 6, 2022

Many accounting firms provide invaluable services that go far beyond tax prep and financial reporting. For small to mid-size accounting firms that want to explore other revenue streams, accounting consulting services can be a great place to start. 4 year-round services to create consistent cash flow. 1. Bookkeeping.

Accounting Firms 93

Accounting Firms Start-ups Compliance Finance 93

LaPorte

JUNE 9, 2023

In our latest financial services update, we take a look at the upcoming launch of the Federal Reserve's instant payment system, banking results for Q1 2023 and disruption in the reinsurance sector. The post Financial services update: FedNow, banking results, reinsurance disruption first appeared on LaPorte.

Banking 52

Banking 52

Mckinsey and Company

MARCH 11, 2024

As financial institutions actively adopt emerging technologies, they should act now to future-proof themselves against growing cyber risks.

Technology 112

Technology 112

Law 360 M&A

DECEMBER 6, 2023

a special-purpose acquisition company focused on acquiring a financial services business, filed plans Wednesday for a $200 million initial public offering, represented by Ellenoff Grossman & Schole LLP and underwriters counsel Loeb & Loeb LLP. Blue Room Acquisition Corp.,

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LaPorte

FEBRUARY 3, 2023

(authored by RSM US LLP) The right approach to financial services automation is to take a fresh look at all your systems and evaluate their necessity with the goal of streamlining your tech stack to the core solutions you need. The post Choosing the right financial services automation solution first appeared on LaPorte.

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Mckinsey and Company

SEPTEMBER 7, 2022

Financial-services companies—specifically in banking and insurance—have an opportunity to address equity and gain commercial benefits by better serving Black consumers.

Banking 89

Banking Equity 89

LaPorte

JANUARY 17, 2023

(authored by RSM US LLP) Financial services organizations must zero in on environmental, social and governance (ESG) data. The post Financial services organizations must zero in on ESG data first appeared on LaPorte.

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Benzinga

APRIL 11, 2024

April 11, 2024 (GLOBE NEWSWIRE) -- Provident Financial Services, Inc. About Provident Provident Financial Services, Inc. With an extensive branch network and commercial lending centers throughout New Jersey and Highland Mills, New York, the Bank offers business and retail banking products and services. ISELIN, N.J.

Banking 40

Banking Finance Equity 40

Mckinsey and Company

JULY 8, 2022

In April 2022, McKinsey gathered a group of leaders in financial services to discuss the work they are doing to increase financial inclusion, address systemic challenges, and catalyze efforts to close the racial wealth gap.

Equity 79

Equity 79

Avanade

JULY 25, 2023

How can Avanade help financial services firms overcome data quality challenges in ESG reporting, optimise the process, and enhance data accuracy and reliability?

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Benzinga

JULY 25, 2023

SAN DIEGO, July 25, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC ("LPL Financial" or "LPL") today announced that the firm has entered into a definitive purchase agreement to acquire the wealth management business of Crown Capital Securities, L.P. Crown supports approximately 260 financial advisors, who serve approximately $6.5

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Mckinsey and Company

OCTOBER 16, 2023

Gökhan Sari, leader of McKinsey’s Financial Services and Risk Practices in Africa, Eastern Europe and the Middle East, examines how generative AI can generate value in the banking and financial services sector and outlines three distinct use cases.

Banking 47

Banking 47

Benzinga

MARCH 15, 2024

(OTCQX: WAYN ) ("Wayne"), the holding company of Wayne Savings Community Bank and Main Street Financial Services Corp. OTCPK: MSWV) ("Main Street"), the holding company of Main Street Bank Corp., jointly announced today that approval has been received from the Federal Reserve Bank, The Federal Deposit Insurance Corp.,

Banking 45

Banking 45

Accountancy Today

JULY 13, 2023

The European financial services industry announced a nine-year deal high in the first half of 2023, with 382 deals across the region, compared with 337 in the same period in 2022, a 13% year-on-year rise, according to the latest EY financial services M&A analysis.

Private Equity Firm 52

Private Equity Firm Banking Marketability Equity 52

Benzinga

DECEMBER 20, 2023

20, 2023 (GLOBE NEWSWIRE) -- Provident Financial Services, Inc. About Provident Provident Financial Services, Inc. With an extensive branch network and commercial lending centers throughout New Jersey and Highland Mills, New York, the Bank offers business and retail banking products and services. ISELIN, N.J.

Banking 40

Banking Finance Equity 40

Avanade

APRIL 18, 2023

Learn how Avanade X is helping the banking and financial services industries find balance between innovation and regulation.

Technology 52

Technology Banking 52

Financial Analyst Insider

JULY 20, 2023

The realm of loan management, stretching from loan origination to servicing, presents many unique challenges.

Banking 52

Banking Technology 52

Benzinga

MAY 5, 2022

Buck Financial Services, a provider of financial planning and wealth management services, announced today its acquisition of Bellevue-based LeVeque Financial Services, Inc. Buck Financial Services. Buck Financial Services. Buck Financial Services.

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Benzinga

FEBRUARY 1, 2023

01, 2023 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. NASDAQ: LPLA ) ("LPL Financial" or "LPL") today announced the closing of its acquisition of Financial Resources Group Investment Services ("FRGIS"), an LPL branch office supporting financial institutions and advisors, headquartered in Fort Mill, South Carolina.

Banking 40

Banking Marketability 40

Benzinga

APRIL 18, 2024

This groundbreaking merger combines AGBA's financial expertise with Triller's cutting-edge AI-driven content creation and SaaS capabilities, aiming to transform global digital ecosystems. AGBA is a leading Asia-based financial services company that serves over 400,000+ individual and corporate customers in Hong Kong.

Technology 45

Technology Compliance Marketability Finance 45

Benzinga

JULY 11, 2023

Omnicom Group Inc 's (NYSE: OMC ) media services division, Omnicom Media Group, announced the acquisition of Ptarmigan Media for undisclosed terms. Ptarmigan Media is a specialist agency offering comprehensive media and marketing solutions to financial services brands, serving clients across APAC, EMEA, and North America.

Marketability 40

Marketability Equity 40

Truelytics

DECEMBER 19, 2022

The trend of expanding the services that financial advisors provide to their clients continues to pick up steam. The Modern Financial Advisor Podcast is available on Apple Podcasts , Spotify , Google Podcasts , Alexa , TuneIn , or if you prefer video you can find it on YouTube. Subscribe to the Podcast!

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Benzinga

NOVEMBER 3, 2022

03, 2022 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. FRGIS comprises approximately 800 advisors and 85 financial institutions nation-wide, serving approximately $40 billion of advisory and brokerage assets. About LPL Financial. SAN DIEGO, Nov.

Banking 40

Banking Equity 40

LaPorte

MAY 12, 2022

The post 7 key actions for financial services organizations partnering with fintech companies first appeared on LaPorte. (authored by RSM US LLP) Planning is key for institutions embarking on strategic fintech partnerships.

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Audit Board

MARCH 28, 2023

The Financial Services (FinServ) sector constantly changes with expanding organizational risk profiles, tighter regulations, and rising stakeholder expectations, creating a demanding assurance landscape for internal audit teams. Success is then measured based on audit plan completion.

Technology 52

Technology Banking Compliance 52

Benzinga

MARCH 25, 2024

March 25, 2024 (GLOBE NEWSWIRE) -- Provident Financial Services, Inc. Provident's and Lakeland's complementary strengths will provide exceptional service to customers and communities served. "We About Provident Provident Financial Services, Inc. ISELIN, N.J. and OAK RIDGE, N.J.,

Banking 40

Banking Marketability 40

Benzinga

APRIL 8, 2022

CHICAGO, April 08, 2022 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU ) announced today that it has completed the acquisition of Verisk Financial Services ("Verisk Financial"), the financial services business unit of Verisk (NASDAQ: VRSK ), for $515 million.

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Benzinga

JANUARY 8, 2024

This acquisition includes MEDTEAM Solutions , a service provider specializing in application, revenue cycle, IT, and security management. MEDHOST provides clinical and financial solutions, including an integrated EHR, to enhance patient care and financial success.

Marketability 40

Marketability 40

Harvard Corporate Governance

JULY 20, 2023

In order to do so both effectively and efficiently, institutional investors often leverage their resources by using the services of a proxy advisor. Posted by Eric Shostal, Glass Lewis & Co. , on Thursday, July 20, 2023 Editor's Note: Eric Shostal is Senior Vice President of Research and Engagement at Glass, Lewis & Co.

Marketability 100

Marketability 100

Audit Board

FEBRUARY 13, 2023

Auditors in financial services face a broad spectrum of challenges as they tackle a dynamic and complex regulatory environment, rigid frameworks, and dated audit technology. An agile audit approach can help overcome common challenges for financial services audit teams.

Start-ups 52

Start-ups Technology Banking Compliance 52

Benzinga

APRIL 4, 2022

Prudential Financial Inc (NYSE: PRU ) has completed the sale of its full-service retirement business to Empower, the U.S. subsidiary of Canadian insurer Great-West Lifeco Inc (OTC: GWLIF ). The sale agreement included. Full story available on Benzinga.com.

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Benzinga

SEPTEMBER 12, 2022

The move bolsters the services FORVIS offers clients in the financial services industry. ProBank Austin is a nationally respected provider of education, loan review, regulatory compliance, asset/liability and interest rate risk management, and capital advisory services to financial institutions.

Compliance 40

Compliance Banking 40

Business Wire M&A

FEBRUARY 1, 2023

SAN ANTONIO & OKLAHOMA CITY--(BUSINESS WIRE)--PetroLedger Financial Services, LLC. ARI”), as an expansion of its strategic transactional accounting services for the energy market. "We The combination of their high-quality land services

Accounting Firms 40

Accounting Firms Marketability 40

Reynolds Holding

MAY 18, 2022

1] Then, in 1934, the Gold Reserve Act was enacted, prohibiting government and financial institutions from redeeming dollars for gold.[1]. For example, debt capital markets account for 80 percent of financing for non-financial corporations in the U.S. laws became the gold standard for capital markets around the world. What’s more, U.S.

Marketability 59

Marketability Finance Corporate Finance Technology 59