Its new 60‑story headquarters at 270 Park Avenue opened recently, with 2.5 million sq ft of office space, eight trading floors, and capacity for c.10,000 employees, reflecting its long-term commitment to in-office work and NYC presence.
JPMorgan will award up to $1,000 to U.S. employees earning under $80,000 as a 401(k) contribution—reflects employee goodwill gesture amid rising employee cost…
Expenses projected to jump to $105 billion in 2026, a near‐10% increase driven by AI investment, advisor incentives, marketing, and branch expansion.
Investing heavily in AI/ML—expected pushback from rising expenses reflects tech transformation; $105 billion cost plan includes AI investments.
Curinos, Inc. is a global decision‑intelligence and data analytics company serving financial institutions—spanning deposits, lending, digital experience, personalization and marketing solutions via SaaS and advisory services.
Named to Fast Company’s 2025 Best Workplaces for Innovators list, recognizing culture of innovation.
Launched Amplero CRM app embedding decision intelligence into banker workflows.
Uses AI‑enabled customer treatment optimization, Retail Deposit Optimizer, Margin Management Platform, Digital Banking Analyzer, CRM‑embedded Amplero, and LLM‑powered…
Lenox Advisors, Inc. is a U.S.-based private finance firm (an affiliate of NFP, an Aon company) offering wealth management, insurance, estate and employee benefits planning.
On 2024‑05‑30, acquired Martin/Wight & Company, LLC, adding Baltimore‑based medical professional practice and ~$800M AUM.
The acquisition added ~$800M in assets under management, pushing the firm past $3.5B total AUM.
Leadership is actively discussing AI adoption in advisory business (Greg Large featured in article on AI for advisers).
A national specialty insurance program administrator and MGA offering tailored programs in Fine Art & Collectibles, Environmental, Executive Lines, Real Estate, Community Associations, Hospitality, Surety, Cyber, and Umbrella/Excess. Headquartered…
Majority stake acquired by White Mountains Insurance Group to drive continued growth. Management (CEO Bill Malloy, President Jason Rotman, COO Steve Sitterly)…
Launched Commercial Surety division led by President Miguel Ferreira (ex-Intact, ACE USA) and VP Brian Peters, backed by American Surety; underwriting from Q2…
Project Optimus (since Dec 2024), under new CIO Mani Meiyappan, is driving legacy platform modernization and next-gen technology adoption.
PNC Financial Services Group is a large diversified U.S. bank serving retail, corporate and institutional banking via 2,200+ branches, 60,000 ATMs, online and mobile channels, with ~$440 billion in Assets Under Administration as of 2025‑09‑30.
In 2025‑10‑15, PNC reported Q3 net income of $1.82 billion (+20% YoY), with revenues of $5.92 billion (up 8.9%), led by net interest income growth and fee…
In 2024‑09‑23, PNC entered a data access agreement with Plaid to strengthen customer control over third-party financial data sharing via secure APIs, expanding…
PNC’s cybersecurity program includes unified threat intelligence, FIDO authentication deployment, robust access management, and leadership in Responsible AI for credit…
Website: cohenandsteers.com; contact via Robert Klemens, VP Communications (phone: 212‑796‑9377) per recent press release.
Monthly distribution of $0.136 per share declared for Oct 31 2025, with ~39 % from net investment income and ~61 % return of capital.
Dividend of $0.136/share ex-dividend date Oct 14 2025; strong Q3 results ($35.2 M revenue, $45.7 M net income); fast price recovery post dividend.
Focus Partners Advisor Solutions (formerly Buckingham Strategic Partners) is a turnkey asset management platform (TAMP) within Focus Partners, offering scalable, personalized support, research‑driven strategies, and back‑office services to wealth…
Focus rebranded to 'Focus Partners', consolidating advisory hubs—including Advisor Solutions—under unified brand architecture.
Focus expands executive leadership: Adam Birenbaum appointed President and Justin Ferri appointed COO, strengthening integration across Advisor Solutions and…
Focus (parent) expanded partnership with CAIS to centralize alternative investment offerings through an integrated alts platform (Focus Investment Partners program).
Licensed B2B financial infrastructure provider offering embedded payments, digital trade credit, AR automation, and marketplace OS.
Launched comprehensive B2B transaction lifecycle suite—including Digital Trade Credit, AR Management, Marketplace OS, B2B Payments—and secured $350 M credit…
Introduced Instant Bank Connection for real‑time ACH payments, simplifying buyer onboarding and speeding merchant payments.
Uses AI‑powered credit underwriting, AR automation, and Instant Bank Connection for real‑time ACH verification.
Banked Inc. (Banked Ltd) is a global Pay‑by‑Bank (account‑to‑account) payments platform offering real‑time, secure, low‑cost payment infrastructure via a single API integration.
Acquired UK consumer payments app VibePay to accelerate Pay‑by‑Bank adoption and add AI‑powered rewards and insights.
Earlier acquired Australian Pay‑by‑Bank provider Waave in Oct 2024; sparked partnership with Chemist Warehouse.
Integration of VibePay’s AI‑powered insights and recommendation engine for personalized offers and merchant targeting.
Digitally native, AI‑first mortgage and home equity lender offering origination, title, and home insurance services in the US and UK.
2024 full‑year revenue $108 million (up 50% YoY); funded loan volume $3.6 billion (up 19%).
Q1 2025 funded loan volume $868 million (up 31% YoY); expanded Tinman and Betsy into underwriting; diversified into B2B and NEO channels.
Technology leveraged to deliver cost savings: Q4 2024 Betsy interactions 115k/month (~$2,000 labor savings per fund); Tinman AI underwriting in ~40% loan files (~$1,400…
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