AGP Wire

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Next Level Now has been approved to offer Continuing Professional Education credits, starting with its Strategic CFO Course.

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Eton Advisors appointed CFP professional Molly Baumberger as senior wealth manager and added her to its leadership team in Chapel Hill, North Carolina, with Baumberger based in Miami.

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Living Cities is using its Capital + Culture series to examine whether Miami’s global investment surge around the FIFA World Cup will create lasting opportunity for local residents and businesses.

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Catalis said July 14, 2026, that Joost Rutten has joined the company as chief financial officer to oversee finance, accounting and financial strategy as the government software and payments provider expands across North America.

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Goflow has launched Goflow Capital, an embedded financing experience that lets eligible ecommerce sellers explore working-capital options inside the same system they use to run inventory, orders and fulfillment.

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Fasoo AI said July 14, 2026, that its Smart Screen product helps banks, insurers, and other financial firms protect sensitive data from screenshots, recordings, and photography.

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Choice Financial Group has added Texas Independent Insurance to its national network, marking the firm’s first entry into Texas.

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Specificity has signed an agreement with Capital Financial to build a branded, TCPA-compliant AI voice agent paired with its speed-to-lead system.

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Behneh said Monday it joined the National Artificial Intelligence Association, a move the Singapore-based fintech group says will support its push to build regulated, AI-powered financial intelligence infrastructure.

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Patrina Dixon, a financial educator and bestselling author, has been selected to the Florida Financial Educators Council Advisory Board.

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Fasoo AI says its Smart Screen product helps banks, insurers and other financial firms reduce exposure from screenshots, screen recordings and smartphone photos.

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MBS Urban Initiatives closed financing on July 1, 2026, to help El Bolillo Bakery open its first facility outside Houston in San Antonio.

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Rev. Dr. Molly T. Marshall will retire from United Theological Seminary of the Twin Cities on June 30, 2027, after six years leading the school through stronger finances, record fundraising and enrollment gains.

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CFO Leadership Council and the New Jersey Society of Certified Public Accountants are deepening their partnership to give NJCPA members discounted access to the Finance & Accounting Technology Certificate.

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Acquisition Headquarters and Alpha Wealth Funds have entered a one-year partnership to expand entrepreneur education, investor relationships and wealth-planning content across national events and media programs.

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As private credit keeps attracting institutional money, ADS.finance founder Asfandyar Uppal says investors are confusing equity-like risk for true credit.

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Audrè Wever, CPA, has expanded A. Wever Advisory from a solo practice to a six-person team over five years, serving organizations that want better finance operations and business transformation.

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Living Cities is using its Capital + Culture series to argue that Philadelphia’s 2026 FIFA World Cup opportunity should be judged by long-term community wealth, not just tourist spending and headline economic activity.

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Skipton Building Society is being linked to a £90 million Isle of Man legal fight that analysts say could dent trust in the mutual and add pressure to the Crown Dependency’s finances.

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SpecterAI Quantum Security has launched Quantum-Safe Security Foundations, a training program for banks, insurers and other financial firms preparing for quantum-era cryptography risks.