AGP Wire

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MUA GROUP, the Monaco-founded multi family office led by Aurore Shaki, has won the 2026 M&A Today – Global Award for Best Multi Family Office & Wealth Structuring Advisory.

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The global finance cloud market is forecast to nearly double from $63.7 billion in 2026 to $133.9 billion by 2033, driven by digital banking, real-time analytics and modernization of legacy banking systems.

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Denese Harmon, an assistant vice president and financial crimes investigator at First Bank in Troy, North Carolina, is being featured for her work in anti-money laundering, fraud prevention and compliance.

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Tip Top Roofing Service is rolling out a limited-time discount and 12-month zero-interest financing for Phoenix Metro roof replacements as monsoon season nears.

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Blue Sands Wealth used a June 17 event in Ketchum, Idaho, to frame estate planning as a key issue for women as an estimated $84 trillion shifts hands by 2045. The firm says the move is part education, part strategy: helping women protect assets,…

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Choice Financial Group added Islandia, New York-based Sancus Insurance Agency to its national network, expanding its footprint in metro New York. The partnership, effective Feb. 1, 2026, gives Sancus access to more resources and carrier…

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Systems Planning & Analysis CFO Dan Muse and Vice President of Finance Cara Mitchell were recognized in the 2026 NVTC Tech CFO Awards for leadership during a year that included four acquisitions and a headquarters purchase in Alexandria, Virginia….

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FATE will bring finance leaders from CVS, Johnson & Johnson and JetBlue to New York City on Nov. 19 for a Day 2 panel on the hardest parts of digital transformation inside large organizations.

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DeviQA said it has strengthened its dedicated fintech quality assurance division after more than 70 financial software testing engagements across banking, payments, lending, crypto, and other regulated markets.

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Influential Women is spotlighting Rachel Sullivan, a Quincy-based financial analyst and founder of Sullivan Wellness, for work that combines investment strategy, financial education, and holistic wellbeing.

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Small Business Growth Alliance says embedded finance could help small and midsize businesses streamline payments, improve cash flow and access financial tools inside the software they already use. The group expects adoption to rise as SMBs look…

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George Mason Athletics and Northwest Federal Credit Union have broadened their relationship to give student-athletes financial education, banking tools and NIL support.

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Tom Graneau has released a Christian personal finance book aimed at helping readers build wealth without sacrificing faith, family, or purpose.

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Brittany Gautreau has launched Tenacity Wealth Management, an Idaho-rooted advisory firm based in Eagle with offices in Coeur d’Alene and Bellevue, to help business owners and families plan years ahead of major financial transitions.

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Genesis Wealth Advisor Group in Marlton, New Jersey, has sponsored Hook, Line, and Warriors, a South Jersey nonprofit that uses fishing to support veterans and first responders.

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Savant Labs on June 16, 2026 introduced new capabilities that turn prompts in Claude and Microsoft Copilot into auditable finance workflows.

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Stackpack has launched AI Token Attribution, a tool that gives CFOs real-time visibility into AI usage, spending, and per-employee consumption across OpenAI, Anthropic, and Cursor.

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Arcus Partners on June 16 unveiled Arcus Edge, a three-layer WealthTech Intelligence Platform for independent RIAs, wealth firms and boutique broker-dealers.

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Intrinio said it relaunched its website and product lineup on June 16, 2026, opening normalized financial data and infrastructure to developers, startups and enterprises through self-serve plans.

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Sarah Morrissey has been named to the Massachusetts Financial Educators Council Advisory Board, bringing more than 25 years of experience in leadership, curriculum development and financial education.