By Editor , 3 October 2026
ORSNN Names New Product, Tech Chiefs as Loan Platform Hits $3B

Seattle – October 02, 2026 -- ORSNN, an electronic trading platform for institutional whole loan markets, has named Aaron Khoo as Chief Product Officer and Werner Koepf as Chief Technology Officer, while adding Ken Plank as Senior Advisor, Credit Unions, as the company nears completion of a new capital raise.

By Editor , 2 October 2026
Steward Partners Lands Three Finalist Nods at 2026 Wealthies

Stamford, Connecticut – October 02, 2026 -- Steward Partners placed three senior executives as finalists in the 2026 Wealth Management Industry Awards, drawing national attention across leadership, compliance and M&A categories in a single cycle.

By Editor , 2 October 2026
Survey: Birthday Parties Harder for Inheritance Talk Than Funerals

San Diego – – October 02, 2026 -- A national survey of 5,000 U.S. adults has found that Americans rate a family birthday party as a more awkward setting for discussing inheritance than a funeral, upending assumptions about when families confront estate planning. Trust & Will's 2026 Death & Inheritance Report found 63% of respondents call a birthday the most awkward occasion for the conversation, compared with 41% for a funeral or wake and just 32% for an ordinary phone call.

By Editor , 2 October 2026
Manulife Closes $3.2B Long-Term Care Reinsurance Deal with Munich Re

Toronto – October 01, 2026 -- Manulife Financial Corporation has closed a reinsurance transaction transferring biometric risk on a block of long-term care policies carrying $3.2 billion in reserves to Munich American Reassurance Company, a US subsidiary of Munich Re Group.

By Editor , 1 October 2026
Bold Penguin, bolttech Form Global Partnership on Commercial-Personal Lines

Las Vegas – October 01, 2026 -- Bold Penguin, the Digital Broker for commercial insurance, has entered a global strategic partnership with bolttech, an insurtech operating in 39 countries across four continents, to build a joint commercial and personal lines offering for agents, insurers and embedded partners in the U.S., Europe and Asia.

By Editor , 1 October 2026
Info-Tech Research Group Names Kim Chanderbir Senior Managing Partner

Toronto – – October 01, 2026 -- Info-Tech Research Group has appointed Kim Chanderbir as Senior Managing Partner II for Financial & Professional Services, adding more than 30 years of executive leadership experience to its advisory bench as demand grows for outcomes-driven consulting in regulated sectors.

By Editor , 1 October 2026
Steward Partners Adds Six Teams, $2.2B in Assets in Q3

Stamford, Conn. – October 01, 2026 -- Steward Partners added six advisor teams managing a combined $2.2 billion in client assets during the third quarter of 2026, with five of the six joining through the firm's M&A channel.