Finance & Loan News
Mary Collins Receives 2025 Global Recognition Award For Ethical, Data-Driven Real Estate And Finance Leadership
Mary Collins has received a 2025 Global Recognition Award for her work in finance and real estate through Marie Consulting and Partners. The award recognizes a record of performance in leadership, service, research, innovation, and teaching. Evaluators noted the way she links detailed analysis with clearly articulated ethical standards in financial and property decisions. Photo Courtesy of Mary Collins Collins achieved high scores in ethical decision-making, promoting innovation, community impact, originality in research, international collaboration, market impact, and the development of new teaching methods. The judging panel employed a structured Rasch model to review the shortlisted applicants, creating a linear measurement scale for comparing leaders with varying strengths. This approach enabled the panel to evaluate her results in several categories, applying a consistent standard to each candidate. Ethical Leadership And Innovation Collins has shaped Marie Consulting and Partners around the view that finance and real estate should support durable value, rather than short-term speculation, and that recommendations must rest on transparent reasoning. The firm develops tailored strategies that combine data tools, analytics platforms, data insights, and market intelligence to address complex investment questions across various markets. Through educational resources and market analysis, the company equips investors with knowledge to support their decision-making while connecting them to reputable investment providers. Her work positions the company at the intersection of real estate, finance, and advisory services, connecting capital with carefully evaluated opportunities in growth areas such as Accra, Dubai, and the United Kingdom. Marie Consulting and Partners does not provide financial, legal, tax, or professional investment advice. Her leadership approach treats integrity as a practical limit that guides every recommendation, so ethical considerations are integral to the firm’s decision-making processes. Marie Consulting and Partners structures advice and products so that incentives and outcomes remain clear, which helps clients understand how individual choices affect risk and return. Collins has contributed to analytical approaches that enhance deal structuring, valuation, and portfolio construction. The use of technology is supported by measured improvements in clarity and performance for clients. Community Impact And Global Reach Collins treats finance and real estate as tools that can expand participation in economic growth when applied with attention to access and education. Marie Consulting and Partners supports initiatives that promote financial literacy, encourage sustainable property investment, and create routes to wealth-building for individuals who may have limited access to standard advisory channels. These organized efforts have contributed to strong assessments of her impact on communities and practical responses to identified social needs. The firm incorporates community engagement into its commercial activities by linking investor education with reviewed opportunities in local and international markets. Collins is involved in initiatives that support affordable housing, local entrepreneurship, and broader access to global real estate and financial assets, aligning with commercial aims and delivering concrete outcomes for communities. Her international work relies on cooperation with partners in several jurisdictions, and this method helps manage regulatory, currency, and governance risks while respecting local conditions. Final Words Collins also focuses on teaching and mentoring, where she develops methods that connect technical content with case material from her advisory work and projects in different countries. Students and early-career professionals gain structured exposure to topics in property, finance, and investment, enabling them to see how theoretical tools apply in negotiations, project management, and transaction assessment. This emphasis has supported stronger learning outcomes while contributing to a group of practitioners who recognize the importance of analytical rigor and ethical responsibility. “Mary Collins represents the qualities sought in Global Recognition Awards recipients, because she combines technical skill with firm ethical standards and a consistent commitment to creating positive effects in communities,” said Alex Sterling, spokesperson for Global Recognition Awards. “Her work continues to influence practice in several regions while she maintains a straightforward and transparent approach that has earned wide respect, and her focus on community engagement shows how financial expertise can support social and economic objectives. This recognition highlights a way of working in which careful analysis, responsible use of technology, and regular service to communities are treated as connected parts of professional achievement.” About Global Recognition Awards The Global Recognition Awards is an international organization that recognizes companies and individuals who have made notable contributions to their respective industries. The organization highlights leaders and firms that demonstrate measurable impact, responsible practices, and a consistent commitment to progress within their sectors.
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- December 13, 2025Finance & Loan
Law Mother Announces the Launch of Wealthy Ever After – A Roadmap for Building Generational Wealth
A Holistic Approach to Financial Security. In Wealthy Ever After , Garrett shares insights from years of experience working with families, providing them with a comprehensive system to address financial, legal, and tax planning. By integrating these three areas, families can create a more cohesive strategy for long-term stability. “Wealthy families approach their finances with a clear, connected strategy,” said Garrett. “Our goal is to help families build lasting security through a balanced approach to wealth management, including understanding financial, legal, and tax elements.” The book emphasizes practical strategies for families to protect their wealth and make informed decisions about their financial future. Garrett advocates for addressing all three pillars — financial growth, legal protections, and tax management — in harmony for a stable long-term plan. Actionable Financial Steps for Every Family The book outlines a three-step strategy: managing money through thoughtful habits, making informed investment choices, and establishing strong legal protections. These steps are designed to help families gain confidence in their financial decision-making. “Wealthy Ever After provides a roadmap for families to start small and take manageable steps toward securing their future,” Garrett explained. “It’s about fostering healthy financial habits that build momentum over time.” The book presents achievable steps such as organizing accounts, automating savings, and reviewing legal documents, empowering families to take control of their financial future without feeling overwhelmed. A Timely Resource for Families Seeking Financial Clarity "Wealthy Ever After" arrives at a time when many are seeking clarity in their financial lives. By providing a simple, step-by-step system that combines financial, legal, and tax planning, Garrett offers families an opportunity to build a more secure and manageable financial future. About Law Mother Law Mother LLC, founded by Pam Maass Garrett, is a law firm dedicated to helping families build and protect wealth through estate planning and asset protection. With offices in Colorado and Michigan, the firm provides personalized legal solutions designed to safeguard financial legacies. Garrett has helped thousands of families secure their futures by protecting their homes, savings, and children. Media Contact: Pamela Garrett Law Mother Founder & CEO Email: [email protected] Website Facebook Instagram Threads YouTube
- December 12, 2025Finance & Loan
InVestra Shatters Growth Projections with 1300 Percent Revenue Surge by Mastering Female Executive Wealth Management
The wealth management industry stands at an inflection point that few saw coming. While traditional advisory firms chase the same playbook that defined the sector for decades, a seismic shift in client demographics has exposed fundamental gaps in how ultra-high-net-worth individuals receive financial guidance. Female executives now control unprecedented levels of wealth across the United States, yet the advisory infrastructure remains largely unchanged from an era when their participation in corporate leadership was minimal. Photo courtesy: Erin D. Eiras InVestra InVestra has emerged from transformation with results that challenge conventional wisdom about boutique wealth management growth. The firm experienced astronomical expansion, placing itself among the very top tier of wealth managers nationwide. These developments arrive as industry analysts project the women's wealth management sector will reach $93 trillion globally by 2030, up from approximately $34 trillion in 2023, according to recent financial services research. Erin D. Eiras built the firm on a premise that contradicts deeply embedded assumptions throughout her field. "Women of wealth require a completely different approach to investing than men," Eiras explains. "Most advisory firms treat gender as irrelevant to portfolio construction and financial planning, but our client outcomes prove that assumption costs them significantly." The Mechanics Behind Extraordinary Growth The firm maintains a minimum account size of one million dollars, a threshold that allows concentrated attention on each household's comprehensive financial architecture. Deliberate constraints enable InVestra to deliver services extending far beyond traditional portfolio management. The scope encompasses business exit planning, divorce proceedings with complex asset implications, legacy structuring, philanthropic strategy development, and trust administration, typically reserved for dedicated family offices. Clients receive guidance on decisions that perplex conventional advisors. Selecting optimal private aviation services for specific travel patterns. Evaluating international markets for vacation property acquisition based on tax implications, rental yield potential, and estate planning considerations across jurisdictions. Technology infrastructure supports comprehensive approaches through investment levels that exceed the total monthly revenue of many competitors. The firm deployed every major financial software platform recognized as industry-leading, creating integrated systems that provide real-time visibility across all client holdings and planning scenarios. Technological foundations enable the firm to maintain service quality while scaling rapidly, a combination that typically forces trade-offs in boutique advisory businesses. Growth metrics stand in sharp contrast to broader industry trends. Wealth management firms across the United States posted median revenue increases of 8.3 percent in 2024, according to industry benchmarking data, while consolidation pressures forced hundreds of smaller practices to merge or exit the market entirely. InVestra achieved expansion during the same period when rising interest rates and market volatility created headwinds throughout the sector. Strategic partnerships amplified capabilities beyond what internal resources alone could achieve. Collaboration with LPL Financial provided access to institutional trading platforms and research capabilities while maintaining the independence that clients value in boutique advisors. InVestra secured a ranking among the highest-performing LPL partners nationally for long-term care insurance placement, demonstrating execution strength in specialized product categories that require sophisticated underwriting knowledge. Redefining Advisory Relationships Through Specialized Expertise Female executives face financial planning challenges that differ substantially from traditional high-net-worth client profiles. Career trajectories often involve equity compensation structures, deferred compensation arrangements, and executive benefits packages requiring specialized tax planning and timing strategies. Business ownership transitions present unique considerations when female founders exit companies they built, particularly regarding earnout structures and ongoing involvement arrangements. Divorce proceedings involving substantial assets demand advisors who understand both the emotional complexity and technical requirements of financial separation at the highest wealth levels. Legacy planning for clients balancing professional achievement with family priorities requires frameworks that accommodate evolving definitions of wealth transfer and generational impact. Philanthropic strategies increasingly involve complex structures beyond simple charitable giving, incorporating donor-advised funds, private foundations, and direct investment in social enterprises. InVestra structured its advisory model around these specific scenarios rather than adapting generic frameworks developed for different client populations. The distinction matters because financial planning assumptions embedded in traditional models often fail when applied to wealth accumulated through paths less common among earlier generations of affluent clients. Client acquisition patterns reflect specialization. Growth has occurred through referrals from existing clients and recognition within professional networks where female executives exchange information about service providers. Marketing expenditures remain modest relative to assets under management because the target client segment values substantive expertise over brand recognition developed through advertising. Research from financial services consulting firms conducted in 2024 found that female investors demonstrate distinct risk assessment patterns, longer investment time horizons, and greater emphasis on comprehensive planning over isolated investment decisions compared to their male counterparts at similar wealth levels. Navigating an Industry Transformation The wealth management sector confronts fundamental questions about its future structure as client demographics shift and technology platforms democratize access to investment strategies once available exclusively through human advisors. Robo-advisory services captured headlines and market share throughout the previous decade by offering low-cost portfolio management through automated platforms. InVestra positioned itself in the opposite direction from the commoditization trend. Rather than competing on price or matching services available through technology platforms, the firm expanded service breadth and deepened specialization around complex situations requiring judgment that algorithms struggle to replicate. Monthly technology costs exceeding the total revenue of typical independent advisors signal commitment to tools that enhance rather than replace human expertise. Strategic choices reflect broader polarization emerging across professional services. Middle-market offerings face pressure from both automated solutions below and specialized premium providers above. Clients with straightforward needs increasingly select lower-cost digital options, while those facing complexity seek advisors demonstrating deep expertise in their specific circumstances. The middle ground where traditional full-service brokers and generalist financial planners operated for decades continues eroding. Regulatory developments add complexity to transformation. The Department of Labor proposed new fiduciary standards in 2024 that would expand requirements for advisors serving retirement accounts, while the Securities and Exchange Commission advanced rules around predictive analytics and artificial intelligence in investment advice. Regulatory initiatives aim to protect investors from conflicts of interest and ensure appropriate disclosure, yet they also increase compliance costs that disproportionately burden smaller advisory practices. InVestra's scale and infrastructure position the firm to absorb regulatory costs that might force competitors to consolidate or exit. Compliance systems built to support rapid growth and complex client situations provide the capacity to accommodate new requirements without requiring fundamental operational changes. Industry forecasts project continued concentration among wealth management providers through 2030. Cerulli Associates research estimates that advisory firms managing less than five hundred million in assets will decline by thirty percent over the next five years as succession challenges, regulatory costs, and technology requirements force consolidation. Simultaneously, demand for sophisticated wealth management services continues growing as business exits, inheritance transfers, and investment gains create new ultra-high-net-worth households. Female wealth accumulation patterns suggest the demographic shift driving InVestra's growth will accelerate rather than plateau. Women now earn the majority of college and graduate degrees, hold increasing percentages of senior corporate positions, and start businesses at rates surpassing male entrepreneurs in several categories. Eiras anticipates competitive evolution without concern about differentiation erosion. "The depth of expertise required to serve clients well creates barriers that prevent superficial imitation from replicating results. Firms can market to female wealth without building the infrastructure and knowledge base that genuine specialization demands."
- December 11, 2025Finance & Loan
Generating Consumers Through Financing Options Article
How Modern Financing Options Increase Customer Acquisition and Boost Sales Consumer expectations continue to evolve rapidly. Approximately 70% of shoppers now prefer personalized interactions with the businesses they consider. This expectation extends beyond marketing and customer service and directly into the payment experience. Traditional, rigid financing models no longer align with modern purchasing behavior. Businesses offering flexible alternative payment solutions consistently experience higher engagement, stronger approval rates, and increased sales volume. Financing has become a core part of the buying journey. When multiple, customer-focused payment options are supported by lenders across all credit categories, more consumers gain access to purchasing power. This broader approval landscape directly strengthens business performance. Zip Loan supports this shift by connecting organizations with existing lenders and new lenders — from Main Street institutions to Wall Street financial networks — serving prime, near-prime, subprime, and no-credit-needed categories. This comprehensive approach enables businesses to close more sales through modern, flexible, embedded financing strategies. Preferred Financing Options Among Today’s Consumers Modern buyers gravitate toward payment structures that offer simplicity, transparency, and flexibility. The following financing solutions have become essential across many industries: Installment Loans Designed for higher-ticket purchases in categories such as home improvement, medical, dental, and automotive repair. Predictable monthly payments help reduce financial hesitation and improve purchase completion rates. Buy Now, Pay Later (BNPL) Short-term installment plans—often interest-free—boost conversion rates and increase average order values. BNPL is widely adopted across retail, service sectors, and e-commerce. Lease-to-Own and Rent-to-Own A popular structure for furniture, appliances, electronics, and automotive repair needs. These programs provide immediate access with a path to ownership and typically approve consumers not served by traditional lending products. Deferred Interest Promotions Common within automotive, HVAC, retail, and professional services. A no-interest promotional window offers temporary financial relief, encouraging customers to move forward with larger purchases. Businesses adopting these solutions create a buying environment that reduces friction and increases consumer confidence. Personalized Financing Increases Approvals and Revenue Personalization extends far beyond offering multiple payment methods. The structure and diversity of the lender network supporting the financing also determine how many customers gain approval. Access to a multi-tier, multi-category lender ecosystem significantly expands approval potential. Zip Loan enables businesses to leverage: Prime, near-prime, and subprime lenders No-credit-needed lease-to-own providers Industry-specific lending programs First-, second-, and third-look waterfall structures Both traditional banks and advanced fintech lenders A broader lender network ensures consumers across all financial backgrounds can explore viable payment options, dramatically increasing completed transactions. The Importance of Industry-Specific Lending Each industry has unique pricing, risk patterns, and customer behavior. Financing programs tailored to those dynamics achieve stronger results. Industry-specialized lender coverage benefits segments such as: Home improvement and HVAC Medical, dental, and elective procedures Automotive repair and service Furniture, appliance, and mattress retail Electronics, jewelry, and specialty retail Lenders familiar with industry rhythms approve more customers, structure terms more strategically, and support smoother sales experiences. Embedded Financing Enhances the Customer Journey Financing becomes most effective when integrated seamlessly into existing business workflows. Embedded finance functionality reduces friction, prevents process interruptions, and increases application completion rates. Key components of effective integration include: Automated or instant prequalification Soft credit checks for early screening A unified multi-lender application experience Seamless integration with websites, POS systems, CRMs, invoicing tools, and quoting platforms A smooth, embedded flow ensures customers can explore payment options without leaving the buying environment. Strategies That Strengthen Consumer Financing Performance Even when multiple financing options are available, certain operational practices can significantly improve conversion rates: Automated Prequalification Instant screening gives consumers quick visibility into potential payment paths with no impact on credit. This reduces hesitation and increases purchase intent. Broad Promotion of Financing Availability Consistent visibility across websites, digital marketing channels, physical locations, and sales presentations increases awareness and engagement. Clear and Simple Education Transparent explanations of terms, promotional structures, and monthly payment estimates eliminate confusion and build trust. Use of Testimonials and Real Success Stories Social proof provides reassurance and highlights the value of financing in relatable, real-world examples. Transparent Monthly Payment Tools On-page payment calculators or clear monthly estimates help customers understand affordability, increasing confidence during the buying process. Why Many Businesses Select Zip Loan Zip Loan supports organizations by offering: A broad network of lenders serving all credit profiles Collaboration with existing lender relationships as well as new lending sources Alternative payment options designed to increase customer approvals Industry-specific financing programs tailored for stronger conversion potential Integrated technology delivering a seamless application experience Strategic alignment with business goals to position the right financing programs for growth These capabilities help businesses attract more buyers, increase approval rates, and close more high-value sales. Driving Growth Through Modern Financing Solutions Flexible, inclusive financing is no longer optional in today’s marketplace. Businesses adopting modern payment solutions consistently attract more customers, increase revenue potential, and enhance long-term satisfaction. Zip Loan continues to provide organizations with access to extensive lender coverage—from Main Street partners to sophisticated Wall Street institutions—and supports seamless integration of financing into the buying journey. More information is available at: https://www.zip-loan.com/ Additional insights and articles can be found at: https://www.zip-loan.com/blog/ If a PDF, Word document, or website-ready HTML format is preferred for publishing, that can be created on request.
- December 11, 2025Finance & Loan
Partnership Between Thornbridge and Arbor Creates Next-Gen Appointed Representative Platform and Fund Management Tools
Thornbridge Investment Management , the boutique firm offering Appointed Representative services and hosted fund management , has collaborated with Arbor, the provider of tailor-made fund solutions, to develop highly advanced features and digital tools for client businesses. The project, which commenced in 2024, has enabled the Thornbridge team to create efficient, compliant, and cost-effective solutions to bring funds to market alongside added-value applications to enable Appointed Representatives and other clients to access real-time reporting. Introducing Thornbridge Investment Management’s Strategic New Portfolio Management System Following sustained increases in client enquiries and a focus on compliance with fast-evolving regulatory requirements, the Thornbridge team, as well-established specialists in fund and investment advisory, sought to identify ways to aid scalability, alongside augmenting the company's already high-quality customer services. Working with Arbor, the firm reviewed every step in its workflows, consulting on the best opportunities to create and enhance complex implementations that would enable Thornbridge to provide more technologically agile support, including for clients seeking investment management and managed portfolio expertise. Having successfully rolled out this newly updated and unique provision, Thornbridge now offers multiple client access options depending on their needs and requirements, including: A comprehensive end-to-end platform incorporating preconfigured connectivity with Thornbridge to ensure clients have access to a fully functional platform that can be easily integrated, with all features provided at a competitive cost. Direct applications for clients requiring real-time fund management resources with web or desktop access, but who do not need a standalone platform. Flexible and accurate reporting processes through varied access points, such as email, desktop-based APIs, and FTP protocols. The new suite of tools has been designed specifically to ensure Thornbridge clients can launch new funds and operate via its platform faster and more cost-effectively, with an upgraded tech infrastructure that enables the company to facilitate or support a broader range of operating models and investment strategies. Client Benefits of Thornbridge’s Investment in Enhanced Digital Functionality As part of the partnership, Arbor was tasked with a number of deliverables that would further augment Thornbridge’s ability to offer scalable and responsive services, accommodating more complex fund structures while providing refinements in client experiences. These have now been completed, and include: Improved efficiency in portfolio and trade workflows, with, for example, the option to submit bulk rebalancing requests across multiple markets. Interfaces and reporting tools for clients requiring better clarity of insight and enhanced transparency. Product features that have been developed cohesively and simultaneously to meet emerging and anticipated regulatory requirements. Extended connectivity with third-party providers, offering smoother reporting and trading, and using creativity to address limitations within these external systems. The project has been an opportunity for Thornbridge to meet the needs of its expanding client base, partnering with the fund solution experts at Arbor to develop dynamic, innovative resolutions that help client firms address everyday challenges and longstanding barriers to growth. Speaking on behalf of Arbor Fund Solutions, Bob Gobey, Managing Director, said, ‘ Working with such an ambitious client with a clear vision is rewarding, and we look forward to partnering with them and their clients (both directly and indirectly) on all the interesting demands presented .’ About Thornbridge Investment Management Thornbridge Investment Management works with partners across international jurisdictions. It adopts an approachable culture and provides a range of third-party and proprietary tech features that support Appointed Representative services, hosted fund management, investment advisory, and marketing and distribution, among others. The FCA-authorised provider is known for its expertise in supporting investment firms of all sizes to access and develop the governance, oversight, and infrastructure they need to operate compliantly, with a model that ensures client businesses benefit from experience, robust compliance frameworks, and scalable support. Further information and contact details are available through the firm's website: https://www.thornbridge.com/. Read more about Thornbridge Investment Management - Expert Regulatory Hosts Thornbridge Investment Management Comment on the Importance of Best Practice Standards
- December 11, 2025Finance & Loan
Arun Chaudhary Receives 2025 Global Recognition Award for AI-Powered Financial Technology Leadership and Engineering Mentorship
Arun Chaudhary received a 2025 Global Recognition Award for achievements in leadership and mentorship within the financial technology sector. The award recognizes professionals who consistently demonstrate outstanding performance and are evaluated through a process that utilizes the Rasch model for comparison across diverse categories. Photo Courtesy of Arun Chaudhary Chaudhary currently serves as vice president of engineering at a leading financial institution, where he leads engineering initiatives focused on modernizing customer acquisition systems and digital marketing technology infrastructure since July 2024. Operating from the Las Vegas Metropolitan Area, Chaudhary oversees engineering teams responsible for building scalable acquisition systems that support the institution's growth objectives in the digital-first banking landscape. His position represents a strategic expansion of his expertise in financial technology, applying proven methodologies from his previous tenure to drive platform innovation in the competitive credit card market. The role includes leadership of acquisition and marketing platforms while maintaining focus on creating self-service, configurable systems that enable rapid business growth. Platform Development and Financial Impact Chaudhary's career includes more than a decade of developing technology platforms that manage billions of dollars in accounts receivable, with his work at major financial institutions demonstrating the breadth of his technical and strategic capabilities. His previous tenure included leading a team of more than 90 professionals in modernizing risk decision and fulfillment platforms that served over 100 million customers and supported $1.2 trillion in card spend. The initiatives he drove facilitated the transition from legacy mainframe systems to distributed cloud platforms, which enabled 140 million cards in force and generated more than $300 billion in billed business. The development of advanced technological solutions under Chaudhary's leadership has produced measurable financial returns across multiple business units while establishing new standards for platform scalability and efficiency. His generative AI solution automated lineage generation for variables across platforms, resulting in $19 million in savings for the institution through reduced discovery and maintenance costs. His proprietary rules engine platform now supports over 50,000 global strategy changes annually while contributing incremental pre-tax income exceeding $100 million, demonstrating the sustained value of infrastructure investments in decision automation. Chaudhary's strategic initiatives extended to launching a lending as a service platform at a global financial institution, which enabled instant personal loan approvals and generated $4 billion in personal loans within two years. He implemented a K-nearest neighbors model for credit limit assignment that enabled $5 million in pre-tax income while reducing business rules by nearly 50 percent across U.S. and international markets through globalization efforts. His work on machine learning algorithms to evaluate fraud and charge-back risk for card, small business, and merchant applications delivered annualized savings of $6.1 million in fraud and credit losses, illustrating how predictive analytics can improve risk management outcomes. During his tenure directing product development for acquisitions and risk underwriting at a significant financial institution, Chaudhary delivered commercial card products that generated $10 billion in acquisition-billed business over three years. He launched an instant digital corporate card for commercial middle-market clients, resulting in one million card acquisitions, and introduced pre-qualification offers for small business customers that generated 500,000 new cards. These accomplishments demonstrate his ability to align technological innovation with business objectives at a national scale while navigating the complex regulatory environment inherent to financial services. Leadership Excellence and Talent Development Chaudhary scored highly in three critical leadership dimensions: vision and strategy implementation, ability to inspire and motivate others, and ethical decision-making and integrity. His leadership style emphasizes building self-service, configurable, and scalable platforms that enable rapid business growth while meeting stringent regulatory and compliance requirements. The career trajectories of his mentees reflect his effectiveness in developing talent capable of driving innovation in complex technical environments where regulatory constraints require careful navigation and strategic thinking. His teams have successfully delivered high-impact projects involving machine learning, cloud migration, and API development across multiple financial institutions while maintaining focus on operational excellence. Chaudhary's mentoring philosophy centers on empowering engineers to develop scalable, modular solutions that can adapt to evolving business requirements while maintaining the highest standards of technical excellence. His investment in talent development has created a pipeline of professionals equipped to lead technology initiatives across credit risk management, fraud detection, and digital acquisition platforms. Chaudhary achieved strong scores in career advancement of mentees and mentee feedback and testimonials, reflecting his commitment to developing engineering talent across the financial services industry. His mentorship extends beyond direct reports to include contributions to the broader technical community, such as serving as a judge for IEEE journal papers and publishing research on AI-powered systems for real-time financial fraud detection. The sustained focus on mentoring has contributed to organizational capability-building that extends across multiple financial institutions where his teams have operated, creating lasting impact on technical capabilities. His approach to mentoring emphasizes hands-on guidance in digital adaptation, distributed technology, and risk product development while fostering environments where engineers can develop leadership capabilities. Chaudhary has built teams exceeding 90 professionals at major financial institutions and currently leads engineering organizations where he oversees acquisition and marketing platforms. The effectiveness of his mentoring is evidenced by the career progression of team members who have gone on to lead significant technical initiatives within the financial services sector. Strategic Vision and Industry Recognition Arun Chaudhary's recognition with a 2025 Global Recognition Award reflects his dual impact as a technology leader and mentor who has reshaped how major financial institutions approach risk management and digital adaptation. His innovations in natural language-based rule engines and generative AI frameworks have established new paradigms for managing complexity in high-volume transaction environments where precision and scalability are paramount. The scale of his contributions, with platforms supporting over 100 million customers and processing hundreds of billions in transactions, demonstrates his capacity to deliver technical solutions that operate at enterprise scale while maintaining system reliability and performance. Alex Sterling, spokesperson for Global Recognition Awards, noted that "Arun Chaudhary represents the kind of leadership that delivers exceptional technical results and builds the next generation of engineering talent capable of solving complex challenges at scale." Arun Chaudhary holds credentials from Harvard Business School and continues to contribute to industry knowledge through research publications and peer review activities. His career trajectory from managing risk assessment algorithms to leading large-scale platform modernization initiatives illustrates the progression from technical expertise to strategic leadership, with the combination of his achievements in vision and strategy implementation, ethical decision-making, and commitment to mentee career advancement positioning him among the most impactful technology leaders in the financial services sector. About Global Recognition Awards Global Recognition Awards is an international organization that recognizes exceptional companies and individuals who have significantly contributed to their industry.
- December 11, 2025Finance & Loan
Global Women’s Community Fin-Erth Launches International Awards Recognising Climate Leaders Working Behind the Scenes
Fin-Erth , a global community of women working in finance, policy, investment, law, innovation and operations, has announced the second annual Fin-Erth Climate Awards, recognising women whose work is driving climate solutions that often take place out of public view. Now in its second year, the Awards have expanded significantly, with nominations spanning 65 countries. The initiative spotlights what Fin-Erth calls the “missing middle” of climate action: the scientists, investors and innovators whose daily efforts underpin progress but seldom receive attention. Entries were submitted through 50 partner organisations, alongside nominations from across the global climate sector. Women were recognised across ten categories, including Climate Data and Analytics, Natural Capital and Biodiversity, Insurance, Energy Transition, Food and Agriculture and Mavericks. Serena Oppenheim, Co-Founder of Fin-Erth, said the Awards broaden the understanding of who is driving meaningful climate progress. “High-profile leaders often receive the attention, but real change depends on the people working every day to solve complex structural challenges. Recognising them accelerates their work and strengthens the entire system.” The awards reflect rising awareness of the behind-the-scenes climate work taking place during what is expected to be the hottest year ever recorded. Support from Global Partners Ana Kljuic, VP R&I L’Oreal for the Future and Green Sciences, said the Awards showcase “brilliant women diligently unlocking sustainability solutions across the globe. Their dedication is truly inspiring.” Linda-Eling Lee, Founding Director and Head of the MSCI Sustainability Institute, said the honourees “create better data, financing mechanisms and technologies at a time that calls for clarity and action. Their leadership is deeply impactful.” Emma Tait, Partner at Taylor Wessing, noted that the Awards “celebrate women driving innovative solutions and positive change, often behind the scenes, while also building a stronger and more connected community committed to the climate transition.” Isabelle Cadignan, Chief Commercial Officer for Climate Risk and Resilience at Howden, said the Mavericks category reflects the need for “courage to push boundaries and act differently. These nominees inspire our mission to use insurance as a force for good.” Highlights from the 2025 List Notable honourees include: • Katharina Neureiter (UK) , leading Carlyle’s global sustainability strategy across a $400bn portfolio. • Rusha AlRawaf (Saudi Arabia) , driving ACWA Power’s clean energy strategy. • Hiba Larsson (UAE) , directing capital into high-integrity natural-capital solutions at Naia Trust. • Jacqueline Novogratz (USA) , whose leadership at Acumen has channelled $132 million into impact-driven companies. • Saraha Dimson-Tararuj (USA) , leading strategic programs for Amazon’s The Climate Pledge. • Tariye Gbadegesin (Nigeria) , a pioneering climate finance leader who has structured more than $3bn in emerging-market investments. • Sims Witherspoon (UK) , leading climate and sustainability work at Google DeepMind. About Fin-Erth Fin-Erth is a global community for women in finance, investment, policy, law, innovation and operations. Founded in 2023 by Serena Oppenheim and Patrick Keogh, the organisation brings together experts and leaders to unlock climate solutions through collaboration. Fin-Erth convenes gatherings from Dubai to Singapore, New York to Davos, with partners including Cartier, MSCI, S2G Investments, Dubai Holding, Howden, Amazon The Climate Pledge and L’Oreal. The annual Fin-Erth Forum at the University of Cambridge connects leading women in business and climate with ideas, energy and optimism. More information: https://www.fin-erth.com/
- December 11, 2025Finance & Loan
Union National Tax Launches Proactive CFO Solution to Help Small Business Owners
Revolutionizing Financial Guidance for Small Business Owners In an ever-evolving financial landscape, many small business owners find themselves struggling to manage taxes, improve profitability, and scale their operations. Traditional tax firms, often focused solely on compliance and tax returns, fail to offer the strategic insights required for sustained growth. Union National Tax, led by Jason Astwood, IRS Enrolled Agent and Fractional CFO, has developed a solution that combines proactive tax strategy with Fortune 500-level financial guidance, targeting business owners in industries such as construction, real estate, and hospitality. Astwood’s Proactive CFO Solution focuses on empowering business owners with comprehensive financial oversight, including tax planning, forecasting, cash-flow management, and entity structuring. The goal is simple: help entrepreneurs optimize their financial strategies before problems arise, not after. A New Era of Financial Strategy for Small Business Owners The Proactive CFO Solution integrates multiple disciplines of financial management. Astwood's firm provides services typically reserved for larger corporations to small business owners making between $500K to $10M annually. By offering fractional CFO services at a fraction of the cost of a full-time hire, Union National Tax levels the playing field for smaller companies that would otherwise lack access to strategic financial planning. Astwood, with over two decades of experience in tax strategy and financial management, has consistently helped businesses in the construction, restaurant, real estate, and service industries increase profitability and reduce tax liabilities. The firm is known for proactively helping clients save anywhere from 10–40% in taxes each year. Personal Story: From Financial Chaos to Clarity Astwood’s mission stemmed from his own experience of witnessing entrepreneurs pay excessive taxes and struggle with financial chaos due to the lack of a proactive approach. "Most accountants look backwards. I help my clients look forward. That’s how we reduce taxes, increase profit, and create real wealth," said Jason Astwood. This mindset is the foundation of Union National Tax's approach, which combines tax planning, financial systems, and cash-flow management into one cohesive strategy. One such success story comes from a landscaping company that grew from under $500K in revenue to $3.9M in less than two years. By restructuring the company’s entity, converting it to an S-Corp, and implementing strategic tax planning, the business experienced rapid growth, reduced tax burdens, and achieved financial clarity. Astwood’s team has helped other clients recover from years of back taxes and regain financial stability. The Power of a Proactive Approach Astwood’s Proactive CFO Solution ensures that business owners not only focus on immediate needs but also plan for long-term success. His approach allows businesses to scale with confidence, ensuring that tax burdens are minimized while profitability is maximized. According to Astwood, “Business owners don’t need more tax returns , they need strategy. When you understand your numbers, you can finally control your business instead of your business controlling you.” Union National Tax’s client-focused philosophy emphasizes transparency, education, and empowerment. By providing financial clarity and tax-saving strategies, Astwood helps entrepreneurs build wealth and achieve lasting financial freedom. Supporting Hispanic-Owned Businesses Astwood’s commitment to financial empowerment extends to underserved Hispanic-owned businesses, who often face challenges related to language barriers and a lack of culturally relevant resources. As a bilingual service provider, Astwood is a trusted advisor to first-generation entrepreneurs, helping them navigate complex tax laws and optimize their financial outcomes. His firm is especially focused on building the financial literacy of Hispanic business owners, providing them with the tools they need to scale and succeed. Union National Tax: A Partner for the Future At its core, Union National Tax is more than just a tax firm; it’s a financial empowerment platform for entrepreneurs. By offering a comprehensive range of services, including tax planning, cash-flow optimization, CFO-level insights, and entity structuring, Union National Tax is setting a new standard for how small business owners manage and grow their finances. Through his innovative Proactive CFO Solution , Astwood has built a unique model that allows business owners to tackle financial challenges before they become problems, ultimately transforming their financial future. “Small business owners are the backbone of America, but no one is giving them CFO-level guidance,” said Astwood. "That’s why I created The Proactive CFO Solution , to level the playing field.” Award Recognition: Best Tax Planning Firm for Construction & Restaurant Businesses in the United States of 2025 Union National Tax has been recognized as the “Best Tax Planning Firm for Construction & Restaurant Businesses in the United States of 2025” . This prestigious recognition was announced on EvergreenAwards.com, a respected authority in the industry. The award highlights Union National Tax’s exceptional contributions to helping small business owners in the construction and restaurant sectors navigate complex tax challenges and optimize their financial strategies. To learn more, visit the award page: Evergreen Awards - Union National Tax About Union National Tax Union National Tax, founded by Jason Astwood, provides expert tax strategy, CFO services, and financial consulting for small business owners. Specializing in proactive tax planning, the firm helps entrepreneurs reduce tax liabilities, streamline financial operations, and achieve sustainable business growth. With a strong focus on underserved industries such as construction, real estate, and hospitality, Union National Tax partners with clients to help them build wealth and scale their businesses. Astwood’s signature Proactive CFO Solution integrates tax strategy, cash-flow management, and financial forecasting to deliver comprehensive solutions for business owners. Media Contact Jason Astwood Union National Tax Founder & Tax Strategist Phone: +13854255410 Email: [email protected] Website LinkedIn Facebook Instagram YouTube
- December 11, 2025Finance & Loan
Legacy Wealth Management Announces Advisory Services with Family Office Feel for smaller Investors
Legacy Wealth Management’s approach to wealth management strives to blend the services of a client’s accountant or attorney with advisory services and products that have historically been reserved for institutional investors. This family office type approach makes a more sophisticated wealth management experience accessible to individuals and families who may not meet the traditional net worth thresholds typically associated with higher-end advisory services. The Approach At Legacy Wealth Management, the guiding principle is simple: we should try to provide personalized wealth stewardship. This belief fuels Legacy’s approach to wealth management, which is rooted in the types of wealth management principles that have informed ultra-wealthy families for generations. You shouldn’t need a $50 million net worth to have a more family-office type opportunity. The firm offers comprehensive financial planning and guidance that focuses on the individual needs and goals of each client, providing personalized strategies for business transitions, retirement income design, and multi-generational planning. By focusing on building relationships with clients, getting to know their stories and understanding their priorities, Legacy Wealth Management offers meaningful wealth management that involves more than a growing bottom line. It is hoped clients experience an intentional and tailored approach that aligns financial milestones with long-term goals and values, from family legacies, philanthropic aspirations or simply having adequate resources for retirement. Experience in Alternative Investments One of the strengths of Legacy Wealth Management is in alternative investment space. Legacy doesn’t just speak about alternatives, they’ve used them as part of a broader investment philosophy. In addition to public markets, Legacy has access to structured notes, private credit, real estate, oil and gas, interval funds, hedge funds are some examples of the broader offerings for endowment-style diversification. Legacy doesn’t believe real wealth is built on a single market cycle. The firm does believe alternatives can reduce volatility, smooth returns, and build long-term resilience. For smaller accounts, alternative investments would account for 10% or less of a portfolio, while larger accounts will likely have greater exposure to private offerings. This availability of alternatives, backed by due diligence and education, gives clients access to strategies that were once only available to the largest institutions or ultra-wealthy families. Blending Boutique Service with Institutional Discipline Legacy Wealth Management wants to provide the care and attention of a small firm with sophisticated investment strategies of a larger institution. Legacy Wealth Management’s model is gaining traction with families who want more than a one-size-fits-all approach to their wealth. For more information, visit legacywealthmg.com. Legacy Wealth Management, LLC is an entity registered with the Securities and Exchange Commission (SEC), but registration does not constitute an endorsement of the firm by securities regulators, nor does registration indicate that an advisor has gained a particular level of skill or ability. The information contained herein is provided for educational purposes only and the information should not be construed as a provision of personalized investment advice. Under no circumstances should this information be construed as an offer to sell or a solicitation of an offer to buy a particular product or service. Past performance is not a guarantee of future results. Visit legacywealthmg.com . Media Contact Riley Johnston Chief Marketing Officer, Legacy Wealth Management Email: [email protected] Website: Legacy Wealth Management LinkedIn: Legacy Wealth Management Instagram: @legacywealthmanagement Facebook: Legacy Wealth Management LLC
- December 11, 2025Finance & Loan
Christian Ribeiro and SulPayments Strengthen Stablecoin Settlement Infrastructure for Brazil and Mexico
For more than twenty years, Christian Ribeiro has worked on building reliable and compliant payment connections between global companies and the Latin American region. As Executive Director of SulPayments, he continues this work with a specific focus on creating stablecoin-based settlement rails that combine Swiss regulatory standards with a deep understanding of how payments function in Brazil and Mexico. His career has been shaped by developing practical infrastructure rather than speculative products, and this perspective now guides the evolution of SulPayments’ stablecoin operations. SulPayments operates as a Swiss-regulated financial intermediary, enabling companies to use USDT as a settlement layer for transactions involving Brazil’s PIX system and Mexico’s SPEI network. The company’s approach reflects a straightforward goal: allowing global businesses to move funds quickly, transparently, and within a clear compliance framework. By connecting stablecoin rails to established local payment systems, SulPayments offers an alternative to traditional cross-border channels that often involve delays, fragmented integrations, or operational restrictions. This model reduces settlement times that once took days to just minutes, while maintaining the documentation and oversight required by Swiss AML and KYC standards. The relevance of this infrastructure is becoming increasingly visible in Brazil and Mexico. Stablecoins have shifted from being seen primarily as speculative instruments to functioning as practical components of corporate treasury and cross-border operations. The growth of instant-payment systems in both markets has created an expectation of uninterrupted, 24/7 movement of funds. USDT has emerged as a predictable and liquid asset for achieving this, and SulPayments enables businesses to convert between stablecoins and local fiat in a transparent and compliant manner. As global companies seek straightforward ways to enter or expand within the region, having a settlement method that offers both operational speed and regulatory clarity has become essential. SulPayments’ role is to bridge blockchain-based settlement with the requirements of regulated financial environments. Its infrastructure integrates stablecoin flows with local rails in Brazil and Mexico in a way that respects the standards expected by international companies. Rather than replacing existing financial systems, the company’s work focuses on connecting them to new settlement layers that address gaps in speed, liquidity, and availability. Christian Ribeiro’s background has played a central role in shaping this approach. Prior to SulPayments, he founded and helped develop fintechs such as Latam Gateway, Gowd, and Boacompra, all of which supported global players entering the Latin American digital economy through compliant and reliable payment channels. His experience includes collaborations with organisations such as Tether, TON Network, Telegram, and several global exchanges, giving him a thorough understanding of the interaction between blockchain assets, international regulation, and local payment mechanics. Now based in Europe, Ribeiro continues to focus on building solutions that turn stablecoins into usable financial infrastructure for companies operating across borders. His view is that stablecoins, particularly USDT, are becoming a functional layer of modern international finance—one that complements traditional banking rather than replaces it. Their value lies in their ability to offer transparent settlement flows, predictable liquidity, and continuous operability, all of which are particularly relevant for companies working with Brazil and Mexico. By seamlessly connecting the financial systems of Europe and LATAM, SulPayments creates a crucial bridge for cross-border transactions. SulPayments will continue strengthening its stablecoin rails for both markets, maintaining the combination of Swiss compliance discipline and LATAM operational expertise that defines its approach. As more companies incorporate stablecoin settlements into their international workflows, the need for transparent, regulated, and market-specific infrastructure will only grow. SulPayments is positioned to be the reliable partner for businesses looking to navigate the complexities of cross-border payments with speed, compliance, and efficiency. For more information: https://sulpayments.ch/ https://xraised.com/
- December 11, 2025Finance & Loan
Parcel ABC Limited Announced as Winner of the “Courier Platform of the Year” Award at the 2025 Go Global Awards in London
Parcel ABC Limited , an international freight-logistics technology company, has been named the winner of the “Courier Platform of the Year” category at the 2025 Go Global Awards held in London. The award recognises Parcel ABC’s contribution to improving the efficiency of international courier services and its development of technology-driven solutions for cross-border delivery. The Go Global Awards, organised by the International Trade Council, highlight companies achieving measurable progress in logistics, international trade, e-commerce infrastructure and supply-chain systems. International Trade Council Director Ranjani Rangan noted that Parcel ABC’s approach reflects broader advances in data-based logistics. “Parcel ABC demonstrates a clear and practical application of technology within the courier sector. Their ability to integrate multiple delivery providers into one operational ecosystem contributes to efficiency gains across international markets,” she said. Parcel ABC operates a global courier platform connecting thousands of local and international delivery companies. By analysing available cargo capacity and optimising routes, the company provides cost-effective delivery options to customers across almost every country. Its model focuses on using existing transport space more efficiently, improving access to cross-border services and reducing overall shipping costs. At the core of Parcel ABC’s technological offering is its proprietary empty space management system, which tracks available transport capacity across partner networks in real time. This enables more accurate load planning, reduces unused capacity and lowers environmental and financial costs associated with cross-border shipments. Parcel ABC provides flexible delivery options for a wide range of users, including e-commerce businesses, companies sending product samples or corporate parcels, and individuals, students or families moving abroad. With worldwide reach, the platform offers access to courier services in nearly all global markets. The recognition also highlights the company’s development of systems that support pricing consistency, structured shipment allocation and improvements in operational logistics processes across international markets Parcel ABC Founder and CEO Andrius Balkunas said the award confirms the company’s long-term strategic direction. “Receiving this recognition is an important confirmation of the effectiveness of our approach. It reflects the work of our teams and our ongoing focus on improving the structure of international parcel delivery,” he said.
- December 10, 2025Finance & Loan
Aspira Capital Group Introduces Tailored Working Capital Options for High-Growth Entrepreneurs
Aspira Capital Group, a private lending firm focused on alternative funding for small businesses, today announced enhancements to its working capital offerings for high-growth entrepreneurs and emerging companies. The updated programs offer more flexible access to capital, enabling businesses to manage cash flow gaps and support their expansion plans. The firm’s approach centers on short-term invoice financing, where it purchases outstanding receivables to deliver immediate working capital. This structure is designed for businesses in sectors such as e-commerce, services, and light manufacturing that face delays in customer payments but need funds to cover payroll, inventory, and other operational costs. Supporting Growth Through Invoice-Based Capital Aspira Capital Group’s working capital solutions are built around invoice factoring, allowing eligible businesses to receive a portion of their unpaid invoices quickly. The firm advances funds based on the value of receivables, with repayment tied to customer payments rather than fixed monthly installments. “Entrepreneurs are under constant pressure to scale while managing cash flow,” said David Monegro, CEO of Aspira Capital Group. “By providing immediate access to capital tied to their receivables, we help business owners maintain operations and pursue growth without waiting weeks or months for payments.” According to the U.S. Chamber of Commerce’s Small Business Data Center, about 67% of small business owners report discomfort with their current cash flow situation, highlighting the need for responsive financing options. Aspira Capital Group’s invoice-based programs aim to address this challenge by turning outstanding invoices into usable working capital, reducing the strain of payment delays. A Practical Approach to Business Liquidity The firm’s updated offerings emphasize speed and simplicity, with a streamlined application and underwriting process focused on business performance and receivables quality. Clients can access funds in a matter of days, allowing them to meet near-term obligations and invest in growth initiatives such as hiring, marketing, or inventory expansion. “Traditional lenders often rely heavily on credit history and collateral, which can leave strong businesses without options,” Monegro said. “Our model looks at real-time revenue and receivables, so companies with solid sales but limited credit history can still qualify for working capital.” Each client works with a dedicated account manager who understands their industry and cash flow cycle. This hands-on support helps the firm structure financing that aligns with the business’s rhythm, maintaining a long-term partnership as the company evolves. Strengthening Small Business Resilience Aspira Capital Group continues to refine its digital tools to improve the client experience, from application to funding and account management. The firm’s online platform allows business owners to submit documents, track advances, and manage their receivables in a secure environment. “We aim to make capital access straightforward and predictable,” Monegro said. “When small businesses can turn their invoices into working capital quickly, they gain more control over their operations and can focus on what they do best.” Entrepreneurs interested in learning more about Aspira Capital Group’s working capital options can review eligibility criteria and application details on the company’s website. Visit Aspira Capital Group website to learn more about its tailored working capital solutions. About Aspira Capital Group Aspira Capital Group is a Florida-based private lending firm that provides working capital solutions to small and mid-sized businesses across the United States. The company specializes in invoice factoring, helping entrepreneurs bridge cash flow gaps by advancing funds against outstanding receivables. It serves a range of industries, including e-commerce, professional services, and light manufacturing, with a focus on responsive, performance-based financing that supports sustainable growth.
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