All articles by Swagath Bandhakavi
Simon Quick Advisors announces expansion of footprint into Texas
Simon Quick’s Dallas expansion enhances its ability to serve business owners, executives, and families with personalized planning and investment advice, and now, specialized exit planning guidance
Seacoast secures regulatory approvals for Heartland acquisition
The acquisition is slated for completion by 11 July 2025, pending shareholder approvals, following receipt of all regulatory clearances
Neuberger Berman and PIF collaborate for $6bn investment programme to boost regional capital markets
Neuberger Berman is currently seeking to obtain the necessary licenses
Bank of America unveils plans to establish 150 financial centres by 2027
Since 2016, the bank has invested over $5bn in opening new financial centres and refurbishing existing ones
WonderFi enters into definitive agreement to be acquired by Robinhood Markets
WonderFi will join Robinhood Crypto and continue to deliver crypto products to Canadian customers
Stash secures $146m to enhance AI-driven financial guidance
With the new funding, Stash plans to drive product innovation, boost subscriber numbers, and enhance its AI capabilities
Citizens & Northern announces acquisition of Susquehanna Community Financial
C&N is the bank holding company for Citizens & Northern Bank, which operates 28 banking offices and one loan production office in Pennsylvania and New York
Santander declines NatWest’s £11bn bid for UK retail operations
The proposal is apparently off the table after insiders indicated that Santander deemed the offer insufficient in valuing its business
Paysafe and Fiserv strengthen partnership to drive SMB growth with enhanced capital access, fraud protection, and new digital wallet solution
In the US, the two companies are collaborating to launch a digital wallet within Fiserv’s Clover merchant base
DenizBank partners with Konsentus to enhance open banking operations
This partnership seeks to achieve regulatory compliance, boost operational efficiency, and strengthen security in the digital banking sector