AGP Wire

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Community Associations Institute will bring advocates to Washington on Sept. 24 to press Congress on housing affordability, condo lending, insurance costs, disaster recovery and related federal rules.

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Jackie Senkandwa, a Los Angeles financial services professional and co-founder of Minority Wealth Gap, is being profiled by Influential Women for pairing regulatory expertise with nonprofit work aimed at helping underserved communities build…

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Carver State Bank and Prosprous.ai have agreed to explore a human-centered AI partnership aimed at improving loan readiness, credit building and measurable financial outcomes for customers in Savannah.

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Bourse Direct has launched a financial education initiative for North African investors, starting in Morocco, with a focus on European and U.S. markets.

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B2i Digital will host a Financial Services Virtual Investor Conference on Sept. 24, 2026, featuring live presentations and Q&A from five public companies across banking, real estate and Bitcoin treasury.

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CB Insights and Model ML announced a partnership on Sept. 18 that puts private company ratings and intelligence inside Model ML’s AI platform for financial services.

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Ana Salazar has become a founding member of the Nevada Financial Educators Council Advisory Board as the state chapter pushes financial education, coaching and practical resources across Nevada.

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The City of Cypress received the Government Finance Officers Association’s Certificate of Achievement for Excellence in Financial Reporting for its 2024-25 fiscal year report.

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New research commissioned by Finexer found that just 10% of UK businesses have highly automated banking and payment workflows, while many still rely on manual reconciliation and data entry.

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Alliance Health and Wealth in Lebanon, Missouri, is drawing attention to Medicare coverage questions ahead of the Oct. 15-Dec. 7 annual enrollment period.

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The Business Research Company says the AI personal finance platform market will climb from $6.4 billion in 2025 to $21.44 billion by 2030, driven by demand for personalized financial planning, predictive analytics and automated wealth tools.

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Murtaugh LLP said partners Marin Bradshaw and Benjamin R. Schwefel were named to the Daily Journal’s 2026 list of Top Estate and Wealth Management Lawyers.

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Bourse Direct has launched a financial education initiative for North African investors, starting in Morocco and focused on European and U.S. markets.

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The Business Research Company says the market for AI-native financial operating systems built for small and medium-sized businesses will rise from $4.23 billion in 2025 to $12.95 billion by 2030. The report points to cross-border trade, automation…

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Economist Christian Briggs used a new episode of On The Record to examine how the CLARITY and GENIUS Acts could shape America’s digital-money infrastructure under future administrations.

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Meridian Financial Services says timeshare associations can improve maintenance fee recovery by aligning governing documents with clear billing and collections policies.

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Beaumont Wealth is urging families to review estate plans now ahead of a 6 April 2027 rule change that will pull most unused pension funds into inheritance tax calculations.

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ReLeaf Financial and Inspira Te ilumina are integrating Proof of Intent into Inspira’s family financial-education platform in Peru, bringing human authorization and audit trails to sensitive digital decisions.

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The World Alliance of International Financial Centers has released a report in Busan, South Korea, that proposes a common framework for measuring the economic and international contribution of financial centers.

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Sightline Wealth Management has deployed Buckler’s AI platform to support investment due diligence and help advisor teams scale review work.