AGP Wire

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Brian Herriot says most retirement plans ignore the years when Americans need the most flexibility, especially while raising children and caring for aging parents.

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FISCAL Technologies has added new context and dashboard tools to its supplier credit score monitoring module, aiming to help finance teams spot collapse risk earlier and reduce exposure to supply chain losses.

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Northwest Federal Credit Union has appointed Kelly Demers as president and CEO of Northwest Financial Advisors after a nationwide search.

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The Maryland Financial Educators Council has appointed Dr. Darvincia Warren, CEO of CORE DMV, to its Advisory Board.

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Truth in Accounting has teamed up with The Baltimore Sun, FOX45 in Baltimore and WJLA in Washington, D.C., to examine Maryland’s finances using audited government reports instead of budget talking points.

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Asprofin Bank Corporation is moving deeper into API-driven Banking-as-a-Service through a multi-year partnership with Digital TRVST, targeting about $5 billion in annualized transaction volume within 12 months.

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Koody now lets Plus customers upload bank and credit card statement PDFs directly into the app, removing manual data entry and bank-log-in requirements.

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Gita Sankano, an attorney with the D.C. Department of Housing and Community Development, has outlined four trends she expects to reshape real estate finance and community development over the next year.

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Parkwoods Wealth Partners said Houston-based Gessner Wealth Strategies joined the firm on Aug. 31, 2026, giving Parkwoods a second advisor presence in Houston.

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The market for artificial intelligence personal finance and wealth management platforms is projected to grow from $12.61 billion in 2026 to $29.82 billion by 2030, driven by digital banking, robo-advisory adoption and demand for personalized…

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Vera said Sept. 4 it is adding a proprietary workforce intelligence approach to its advisory work to measure how AI investments translate into value through adoption, capability, behavior and capacity.

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Daba Finance and Coronation Securities have launched a strategic distribution arrangement that gives eligible investors worldwide digital access to Nigerian capital-market products, along with market intelligence and investor education.

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MessagePay said it has signed its 400th financial institution customer and added 86 more credit unions and community banks in August 2026 alone.

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The Wealth Engineering Family of Companies added NDEX Systems to its Expert Sourcing Consortium, giving advisory and CPA firms in its network access to NDEX’s wealth management and investment accounting platform.

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Mattie Maready has been promoted to assistant vice president and senior engineer at Deutsche Bank in the Raleigh-Cary area, where she works on technology and artificial intelligence initiatives in financial services.

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The Pittsburgh Wealth Management Group was named a 2026 Company of the Year Award winner in the Northeast USA financial planning category by the Excellence Awards.

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Sargia Inc. says Finger Bridge will launch in mid-September 2026 as shared infrastructure for institutions that need to connect, coordinate and verify activity across banks, brokers, custodians, issuers and other financial players.

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GP Strategies appointed Amit Khanna as chief financial officer on September 2, 2026, adding a finance leader with experience across McKinsey, Capital One and Genpact.

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Artificio Products Inc. has expanded its AI-powered automation platform for midsize and large enterprises running SAP ECC, SAP S/4HANA and SAP BTP-enabled environments.

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WinningStrategy.ai says it is building an AI Analyst platform to automate finance and consulting work with auditable numbers and consulting-grade outputs.