AGP Wire

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Nationwide Financial Firm co-founder Digna Deleon-Morris introduced the Bilingual Duplication Model, a Spanish- and English-language training system designed to turn agents into agency owners.

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AdvisorPilot has launched an AI-powered client engagement and portfolio review platform for independent RIAs, wealth management firms and financial professionals.

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Wilshire Finance Partners said it closed a $10.75 million first-lien bridge loan secured by a light industrial and warehouse property in Virginia.

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HKS Real Estate Advisors arranged more than $500 million across 30 financing transactions in the first half of 2026, spanning multifamily, mixed-use, retail, student housing and development assets in New York, Connecticut and Florida.

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Blooms Trade Inc. on July 23, 2026, launched Blooms Cortex, an AI intelligence engine for produce trade finance and cross-border logistics.

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Maria A. Solis has been recognized by Influential Women for more than 25 years of work in accounting, finance, and business operations.

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FinregE published an analysis of the UK’s AI Adoption Plan 2026 that frames the main challenge for financial firms as structural readiness, not just AI ambition.

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Business Process Xperts says its CFO Impact Framework has been validated across six industries and ties SAP transformation work to measurable finance outcomes such as cost avoidance, faster closes and lower operating costs.

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Allied Roofing Solutions has launched a 12-month no-interest, no-payment financing option for eligible full roof replacements in New Jersey, New York, Pennsylvania and Connecticut.

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Allied Roofing Solutions in Doylestown, Pennsylvania, is offering eligible homeowners 12 months of no-interest, no-payment financing for roof repairs and full replacements.

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Brazington Mortgage LLC says private money financing is increasingly used for business-purpose loans secured by residential real estate, especially for investors who need faster or more flexible underwriting than conventional mortgages offer.

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Eleni Vrana, a Columbia University Lecturer in New York, is using decades of corporate finance and academic experience to teach graduate students and mentor others.

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ChappelWood Financial Services is rolling out a Fall 2026 financial education series across the Oklahoma City metro, with classes on retirement income, taxes, estate planning and business exits from August through November.

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Bolsa Novumx México says it has combined education, partnerships and trading technology to deepen financial connectivity between Mexico and the U.S. The company emphasizes that its local role is software and support, while formal trading, custody…

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Carver Financial Services, the Lake County Captains and End 68 Hours of Hunger Lake County are partnering for the 37th annual Client Appreciation Event food drive on July 31 in Mentor, Ohio. The effort aims to collect shelf-stable food for local…

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The Business Research Company says the global personal finance education market will grow from $2.79 billion in 2025 to $3.07 billion in 2026, then climb to $4.55 billion by 2030. The report points to rising debt, digital learning tools and…

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APEX Financial Partners signed a definitive agreement for a staged investment in ATLAS Power Networks, launching a long-term partnership to help commercialize ATLAS’s programmable wireless energy platform.

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Ezra Group unveiled a free, vendor-neutral directory of AI agents built for wealth management firms as advisors face a fast-growing wave of new automation tools.

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SystemDomain landed at No. 159 on the Financial Times’ seventh annual ranking of the fastest-growing companies in the Americas, based on revenue growth from 2021 to 2024. The Chicago IT services firm said the recognition underscores demand for its…

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Vibrant Publishers has released Corporate Finance Essentials You Always Wanted to Know, a new book by finance educator Makarand Bhopatkar aimed at managers, entrepreneurs, students, and other nonfinance readers.