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FusionIQ, a cloud-based wealth management solutions provider for financial institutions headquartered outside of Boston, has formed a strategic alliance with Kinecta Federal Credit Union to offer...

With the spiking of inflation and rising interest rates, many investors are drawn even more so to Private Credit investments featuring floating rates, which rise in line with interest rates.

Atria Wealth Solutions’ subsidiary CUSO Financial Services (CFS) announced another significant renewal of a large regional credit union. The North Carolina-based Coastal Credit Union, established in...

Clearview Federal Credit Union, which serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania announced...

The southeastern Texas-based $1 billion Mobiloil Credit Union (Mobiloil) joined Atria’s CUSO Financial (CFS) to gain access to its award-winning advisor and member technology...

Seeing as many as a dozen potential and current clients on a given day, financial advisors working within...

To help independent financial advisors become a one-stop shop for all of their clients' financial needs, Orion Advisor Solutions (“Orion”) is now live with Orion Cash & Credit, Powered by Focus Client Solutions (“Orion Cash & Credit”) on its Wealthtech platform after completing a successful beta program earlier this year.

-Pagaya, a global financial technology company, today announced the expansion of the Pagaya AI Debt Selection Trust (PAID) shelf with $900 million committed

iCapital Network®, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and KKR, a leading global investment firm, today announced that iCapital RF Adviser, a registered investment adviser and subsidiary of iCapital, has been appointed investment adviser of the iCapital KKR Private Markets Fund.3

Year over year, small business loan approval rates decline almost 50%