▸ policy · LEAD

SEC Settles Charges Against Zoe Financial Over Undisclosed Conflicts

The SEC charged New York-based Zoe Financial Inc. for failing to fully disclose material conflicts of interest to clients and prospective clients.

From Press Releases
markets · All Financial Services & Investing

Facteus Adds Consumer Transaction Data to Bloomberg Terminal

Facteus now delivers ticker-level spending signals on the Bloomberg Terminal, giving investors deeper tools to analyze US consumer trends.

personal-finance · All Financial Services & Investing

Retiree 'SKI' Travel Trend Sees Couples Spend 50% More Per Trip

Retired couples are outspending younger travelers by 50% per trip as the 'Spending the Kids' Inheritance' mindset gains traction.

markets · All Financial Services & Investing

PNC Financial to Redeem $525M in Preferred Stock This November

PNC Financial Services will redeem $525 million in Series S preferred depositary shares on Nov. 2, 2026, after a calendar shift from Nov. 1.

markets · All Financial Services & Investing

Cboe Signs 25-Year S&P Dow Jones Indices License Extension

Cboe Global Markets has extended its exclusive licensing deal with S&P Dow Jones Indices for 25 years, with financial details now disclosed.

business · All Financial Services & Investing

insured.io Debuts Client Portal and Mobile App for P&C Carriers

insured.io has launched a next-generation policyholder portal and mobile app featuring biometric login, digital wallet ID cards, and real-time claims tracking.

policy · Speeches and Statements

SEC Officials Address Fair Value Rules for Private Assets

SEC's chief accountant and investment management director issued guidance on fair value measurement and disclosure for private assets.

business · All Financial Services & Investing

Maine Community Bank Taps Cetera to Expand Wealth Management

Maine Community Bank has partnered with Cetera Financial Institutions to grow its wealth management program, bringing roughly $120 million in assets under advisement.

markets · All Financial Services & Investing

PRA Group Plans $400M Senior Notes Offering Due 2033

PRA Group announced plans to offer $400 million in senior notes maturing in 2033, subject to market conditions.

economy · FRB: Speeches

Fed Governor Cook Addresses AI's Economic Impact at Oakland Tech Week

Federal Reserve Governor Lisa Cook spoke on artificial intelligence and its economic implications at Oakland Tech Week, co-hosted by the Kapor Center.