Finance, Banking & Insurance

Charleston, S.C. – November 10, 2026 -- MassMutual South Carolina has added Bluewater Dental Advisors, a firm managing more than $73 million in client assets, to its Charleston practice.

Bluewater founders Huskey and Wilson join the Charleston general agency

Founders Steven Huskey (CExP, CFP) and Brandon Wilson (RICP) bring 25 years of combined experience. According to the agency, they have grown Bluewater from a boutique advisory firm into a resource for dental practice owners across the United States.

Andrew Birgel, general agent at MassMutual South Carolina, described the pair as "exceptional talent" and said the agency will collaborate with them on helping clients build stronger financial futures.

Irvine – November 10, 2026 -- Trilogy Capital, Inc. has hired Stephen P. Whitman, a Morgan Stanley wealth advisor who managed approximately $225 million in client assets, as Senior Vice President of Wealth Management in its San Diego office.

Whitman brings more than 40 years of advisory experience to San Diego

Whitman has advised affluent families worldwide and focuses on comprehensive, multi-generational financial strategies tailored to each client's circumstances. Trilogy Chief Development Officer Jason Inglis said the firm sought an advisor with Whitman's four decades of experience and client-centric approach.

Whitman said the move gives his clients access to Trilogy's investment management, advanced wealth planning and tax preparation. In his words, the move is "a real positive" for himself and his clients.

EU – November 09, 2026 -- The European Central Bank (ECB), the European Commission and the European Securities and Markets Authority (ESMA) have opened a call for nominations to the European Tokenisation Standards Group (ETSG), with applications due by 27 November 2026.

ETSG will develop common standards for an interconnected tokenised financial ecosystem

The group will bring together wholesale financial industry stakeholders to agree common standards for tokenised finance. It will also establish a framework for monitoring compliance with those standards.

The ETSG may formulate recommendations for EU authorities on how to incentivise compliance. Its work is designed to be market-driven, shaped by the contributions and consensus of industry participants.

Hong Kong – November 09, 2026 -- Deutsche Bank and Ant Digital Technologies have jointly published a white paper, Agentic Payments in Wholesale Finance, that advocates "bounded agentic execution" rather than unrestricted autonomy for AI agents handling institutional payments.

White paper names three wholesale use cases for AI agents

The paper identifies treasury and liquidity management, cross-border payment orchestration and trade finance as the areas with the most operational and strategic value.

CORAL GABLES – November 07, 2026 -- NatGold Digital Ltd. has requested the immediate delisting of its NatGold Token (NATG) from the MEXC cryptocurrency exchange, following a U.S. Treasury order that bars U.S. financial institutions from processing funds transfers involving MEXC Global.

Treasury's FinCEN order triggers the exit from MEXC

The U.S. Department of the Treasury announced an order issued by its Financial Crimes Enforcement Network (FinCEN) under the Combating Russian Money Laundering Act. The order prohibits U.S. financial institutions from handling funds transfers involving MEXC Global. NatGold said it is acting ahead of the order's effective date.

Lindon, Utah – November 07, 2026 -- Trucordia, a Top-20 U.S. insurance brokerage, will put its logo on BYU football helmet bumpers from Nov. 7 under an expanded multiyear sponsorship with BYU Athletics. The announcement did not include financial terms.

Logo debuts on helmets in the Nov. 7 game against Utah

The Cougars face Utah in Salt Lake City on Nov. 7, the first game in which the Trucordia mark will appear on BYU helmets. The placement upgrades a relationship that began in 2024, when Trucordia first partnered with BYU Athletics.

Felix Morgan, Trucordia's CEO and chairman of the board, said BYU's fan base reaches well beyond Utah and that the deal puts the company's name on one of college football's most visible stages.

NEW YORK – November 06, 2026 -- Broadridge's Distributed Ledger Repo (DLR) processed an average of $345 billion in daily repo transactions in October, with total volumes reaching $7.6 trillion, the company said.

Broadridge extends tokenization beyond repo with the DLX platform

The October volumes reflect the scale of tokenized securities financing as Broadridge (NYSE: BR) expands its digital asset infrastructure through the recently launched DLX platform. DLX takes the company's tokenization capabilities beyond securities financing into a wider range of assets and workflows, covering issuance, trading, settlement, servicing and distribution.

DLX is a multi-chain platform. It also covers financing, custody and asset servicing, and builds on DLR's production experience. Broadridge describes DLR as the world's largest institutional platform for settling tokenized real assets.

LONDON – November 06, 2026 -- HSBC Holdings plc has raised the maximum tender amount in its cash offer for 6.000% perpetual subordinated contingent convertible securities to $1.5 billion from $1 billion, to proactively manage its Tier 1 capital base.

The offer targets the outstanding $3 billion 6.000% Perpetual Subordinated Contingent Convertible Securities, callable May 22, 2027 and every five years thereafter. The original cap of $1 billion was announced on 5 November 2026. All other terms of the offer remain unchanged.

Charlotte – November 06, 2026 -- First Bank, the $13.2 billion-asset subsidiary of First Bancorp (NASDAQ: FBNC), has opened a new SouthPark branch and office in Charlotte, adding capacity to a market the bank describes as central to its growth.

First Bank backs Charlotte with a new SouthPark branch and office

The SouthPark site will offer commercial and business banking, personal banking, lending and wealth management. The expanded office space will also house First Bank associates serving clients across the Charlotte market.

CEO Adam Currie said the investment reflects the bank's long-term commitment to Charlotte and gives the local team more resources to pursue new opportunities and strengthen its market position. Andrew Griffin, SVP and Regional Executive for Charlotte, said the space will let the team improve the client experience while building relationships across the region.

Toronto – November 06, 2026 -- Manulife has told shareholders that an unsolicited mini-tender offer from Ocehan LLC prices its shares roughly 24% below the market. The bid seeks up to 100,000 common shares, less than 0.006% of shares outstanding, at $47.20 per share.

Manulife states it has no association with Ocehan and does not recommend or endorse acceptance of the offer.

Offer price trails TSX and NYSE closing prices by more than 23%

Against closing prices on October 16, 2026, the last trading day before the offer began, the $47.20 price is a discount of about 24.68% on the TSX and 24.79% on the NYSE. Against November 5, 2026 closing prices, the discount is 23.41% on the TSX and 23.30% on the NYSE.