AGP Wire
Stay informed with articles highlighting the latest developments, major events, and essential updates.
JR Wealth Management flags three common trust structuring errors
AGP
JR Wealth Management published an educational article on three trust mistakes it says often weaken asset protection: retained control, isolation from the rest of a financial plan, and failing to fund the trust.
HCC Loans expands consumer financing options in Goldsboro
AGP
HCC Loans is spotlighting a wider mix of financing products in Goldsboro, North Carolina, as households look for ways to pay for vehicles, home repairs, debt consolidation and other qualifying expenses.
Kailash Sadangi warns AI finance controls are lagging adoption
AGP
Finance governance researcher Kailash Sadangi says AI is spreading faster through corporate finance than the controls needed to manage model risk.
David Kassir marks 30 years in wealth management
AGP
Manna Wealth Management CEO David Kassir is marking three decades in wealth management with a focus on financial education, planning and client relationships.
Xorro and SOMA.finance team up on fan-owned creator ventures
AGP
Xorro has partnered with SOMA.finance to let creators, influencers, celebrities, artists and athletes raise capital through equity campaigns aimed at their fans.
Consumer finance market seen reaching $2.39 trillion by 2030
AGP
The Business Research Company says the global consumer finance market will grow from $1.7 trillion in 2025 to $1.81 trillion in 2026, then climb to $2.39 trillion by 2030. Growth is being driven by personal loan demand, digital lending, BNPL…
Experior Financial Group reshuffles top leadership
AGP
Experior Financial Group named co-founder Lee-Ann Prickett executive chair, appointed General Counsel Andrew Pfleiderer interim CEO, and promoted two internal leaders as the company prepares for its next growth phase.
Assurance Financial adds Greg Incardona team in Greensburg, Pennsylvania
AGP
Assurance Financial has opened a new Greensburg, Pennsylvania branch led by regional manager Greg Incardona, adding an experienced Western Pennsylvania mortgage team as the lender expands in the Northeast.
Financial firms to devote about 30% of risk and compliance tech budgets to AI
AGP
A new Parker & Lawrence Research and RegTech Analyst report finds AI has moved into production across risk and compliance at financial institutions, with 2026 spending forecast at $703.7 million.
XS.com wins global multi-asset brokerage award at Qatar finance expo
AGP
XS.com won “Global Multi-Asset Brokerage Leader” at QFEX 2026 in Doha, a recognition of the firm’s international expansion and client service model across multiple markets.
XS.com wins top multi-asset brokerage award at Qatar financial expo
AGP
XS.com won the Global Multi-Asset Brokerage Leadership award at the 2026 Qatar Financial Expo & Awards in Doha, signaling the broker’s expanding international footprint and its push to deepen ties across the Middle East and other markets.
XS.com wins top brokerage award at Qatar Financial Expo
AGP
XS.com won the Global Multi-Asset Brokerage Leadership award at QFEX 2026 in Doha, recognizing its international brokerage growth and multi-market service model.
XS.com wins Qatar Financial Expo brokerage leadership award
AGP
XS.com received the “Global Multi-Asset Brokerage Leadership” award at the Qatar Financial Expo & Awards 2026 in Doha, a recognition that spotlights the broker’s expanding international footprint.
XS.com gana premio global de corretaje en Qatar Financial Expo
AGP
XS.com recibió en Doha el premio “Liderazgo Global en Corretaje de Múltiples Activos” durante QFEX 2026, un reconocimiento a su expansión internacional y a su modelo de atención a clientes y socios en varios mercados.
Master P and Kevin Johnson to headline Harlem Commonwealth wealth summit
AGP
Harlem Commonwealth Council is launching a free two-day wealth-building summit in New York on Oct. 16-17, 2026, with Master P and Kevin Johnson among the featured speakers.
JR Wealth Management spotlights the risks of disconnected advisors
AGP
JR Wealth Management founder Jonathane Ricci has published an article arguing that high-net-worth families can still be exposed when accountants, advisors, insurers and lawyers each do their jobs well but nobody coordinates the full picture.
Capital Advisors Group launches Lenteris Advisors for debt financing advisory
AGP
Capital Advisors Group has launched Lenteris Advisors, a Boston-based division focused on debt placement advisory for emerging-growth and lower middle-market companies.
James Moore hires nonprofit finance veteran Anita Bushnyakova
AGP
James Moore & Co. has named Anita Bushnyakova an Accounting & Controllership Services director in Tallahassee, expanding its outsourced accounting and CFO advisory work for nonprofit and federally funded clients.
Pravar AI launches governed Wealth OS for RIAs
AGP
Pravar AI has launched Pravar Wealth OS and its first product, Pravar for Advisors, to help RIAs deliver proactive, personalized service across every client relationship.
AdRem Systems to Exhibit at Wealthcare Advisor Conference in Nashville
AGP
AdRem Systems Corporation will attend the 2026 Wealthcare Advisor Conference in Nashville from Oct. 1-3, meeting with financial advisors about IT and cybersecurity needs.
Sign up for:
World Wealth Journal
The daily local news briefing you can trust. Every day. Subscribe now.
Check Your Email!
We sent a one-time activation link to: .
Confirm it's you by clicking the email link.
If the email is not in your inbox, check spam or try again.
Welcome back!
is already signed up. Check your inbox for updates.