AGP Wire
Stay informed with articles highlighting the latest developments, major events, and essential updates.
Panoramix lands two Wealthies finalist spots for SEC audit and AI tools
EIN Presswire
Panoramix was named a finalist in two categories of the 2026 Wealth Management Industry Awards for its SEC audit automation tool and FacetAI workflow assistant.
Parkwoods Wealth Partners adds Wellspring Financial Partners
EIN Presswire
Parkwoods Wealth Partners said June 9, 2026, that Tucson-based Wellspring Financial Partners has joined the firm in a deal that closed May 29. The move brings more than $1.2 billion in assets under advisement into Parkwoods and expands its…
BOND.AI and BankBound launch partnership for bank growth
EIN Presswire
BOND.AI and BankBound announced a strategic partnership on June 9, 2026, to help banks and credit unions use AI-powered customer intelligence and digital marketing to drive deposits, engagement and measurable growth.
Surveil adds AI financial control and opens early access
EIN Presswire
Surveil launched Surveil for AI and an Early Access Program on June 9, 2026, giving enterprises new tools to track, allocate, forecast, govern and measure ROI across AI services including Azure AI, Microsoft 365 Copilot and Claude.
TheKey names Kelly Baker as chief financial officer
EIN Presswire
TheKey appointed healthcare and life sciences finance veteran Kelly Baker as chief financial officer as the home-care company expands nationally.
Charter Oak State College launches online finance degree with AI and FinTech focus
EIN Presswire
Charter Oak State College has launched a new online Bachelor of Science in Finance for working adults, with classes starting Aug. 24, 2026. The program emphasizes corporate finance, FinTech, ethics and AI fluency, while also preparing students for…
Chris Festog’s new book reframes the CFO role
EIN Presswire
By AI, Created 10:41 PM UTC, June 04, 2026, /AGP/ – Chris Festog’s new book argues that CFOs need to move beyond accounting and compliance to become strategy, communication and transformation leaders….
Currence sets 2026 cash flow summit for advisors
EIN Presswire
By AI, Created 2:37 PM UTC, June 03, 2026, /AGP/ – Currence will host the Income Under Management Summit 2026 in Nashville from July 19-21, 2026, positioning the event as a cash flow-focused gathering…
Procede Software names Ryan Waring chief financial officer
EIN Presswire
Procede Software appointed Ryan Waring as chief financial officer on June 9, 2026, as the San Diego-based dealer management systems provider looks to scale its business and deepen support for customers and partners.
Whish Money expands digital financial access through TotalEnergies stations in Lebanon
EIN Presswire
Whish Money has partnered with TotalEnergies Marketing Lebanon to bring digital financial services to 19 service stations nationwide, with three locations set to host full-service branches.
NoOnes pushes Virtual Visa cards as stablecoin use grows
EIN Presswire
NoOnes says demand for its Virtual Visa card has stayed flat even as stablecoin use on its platform has climbed, highlighting a gap between holding digital dollars and spending them.
Siminou Wealth Management Founder wins 2026 Wealthtender client award
EIN Presswire
Richard Siminou, founder of Siminou Wealth Management in Kings Point, New York, received Wealthtender’s 2026 Voice of the Client Highly Rated Advisor Award on June 8, 2026. The recognition is based on verified client reviews and underscores the…
Jillian Verdun pushes women founders to face their finances
EIN Presswire
Jillian Verdun, founder of JMV Financial Services in Fort Worth, is positioning her accounting practice as a financial coaching brand for women entrepreneurs.
Opkalla names first CFO as growth accelerates
EIN Presswire
Opkalla appointed Hayley Rogers as its first chief financial officer on June 8, 2026, adding a senior finance leader as the IT advisory firm expands its services and national reach.
EMBank’s Çilingir says payment rails matter more than the dollar debate
EIN Presswire
Ekmel Çilingir, chairman of EMBank’s Supervisory Board, argues that control of payment infrastructure will shape global finance more than which currency dominates.
Libertas Funding names David Finn CFO
EIN Presswire
Libertas Funding tapped veteran banker David Finn as chief financial officer on June 8, 2026, as the Greenwich, Connecticut-based private credit provider scales its capital strategy and finance operations.
BrickMark X and financial.com team up on tokenized asset platform
EIN Presswire
BrickMark X AG and financial.com AG signed a letter of intent to co-develop and operate a hybrid capital markets platform for tokenized real-world assets.
COGIC, Thrivent launch multi-year financial education partnership
EIN Presswire
The Church Of God in Christ and Thrivent are teaming up on a multi-year effort to bring financial education, purpose-based advice and generosity programs to more than 12,000 churches nationwide.
Coram Deo Advisors moves to new Lancaster headquarters
EIN Presswire
Coram Deo Advisors has relocated its headquarters to 1910 Harrington Drive in Lancaster, Pennsylvania, expanding its footprint as the Christian financial planning firm looks to serve more individuals, families and ministries across the region.
ButterflyMan releases critical book on cryptocurrency risks
EIN Presswire
Independent author ButterflyMan has released Cryptocurrency: The Cocaine of Finance, a new book arguing that digital assets can fuel scams, cybercrime, consumer harm and broader social costs.
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