Finance, Banking & Insurance

Tel Aviv – November 02, 2026 -- Harel Insurance Investments and Financial Services (TASE: HARL), Israel's largest insurer by the company's own description, will publish its third-quarter 2026 financial statements on Monday, November 23, 2026. The group reports about NIS 630 billion (USD 218.5 billion) in assets under management and annual premiums and deposit inflows of NIS 45.7 billion (USD 15.2 billion).

Harel hosts a Hebrew-language results call at 1:00 p.m. Israel time

The call begins at 1:00 p.m. in Israel, which is 11:00 a.m. in the UK and 12:00 CET. Participants must register in advance through the conferencing provider Veidan.

Management will present the results in Hebrew. A recording and an English translation will be posted afterward on the group's investor relations website.

NEW YORK – – November 02, 2026 -- WealthFeed, an AI-powered growth platform for financial advisors, has added Form 5500 data covering more than 780,000 retirement plans, extending its prospecting tools from individuals and households to plan sponsors.

Advisors can search the plans and receive alerts when new filings show changes that may point to a business opportunity. Because the data sits inside the existing platform, advisors can run the same automated outreach they use for individual prospects.

The launch follows growing advisor interest in the 401(k) market. February 2026 research from FUSE Research Network found that 65% of surveyed advisors said converting retirement plan participants into wealth management clients was easier than acquiring clients through traditional marketing or referrals.

New York – November 02, 2026 -- Loews Corporation reported third-quarter 2026 net income of $306 million, or $1.50 per share, down from $504 million, or $2.43 per share, a year earlier. A $125 million after-tax long-term care reserve charge at CNA Financial, weaker Property and Casualty underwriting and higher catastrophe losses drove the decline.

CNA's net income contribution drops to $180 million from $371 million

CNA's core income fell to $203 million from $409 million. The annual long-term care reserve assumption update accounted for the $125 million hit, measured after tax and noncontrolling interest. Loews expects higher investment yields from recent portfolio actions to offset the charge almost entirely, with the benefit flowing through investment income over time.

LOS ANGELES – November 02, 2026 -- Raising the Community Reinvestment Act small-bank threshold to $10 billion in assets would leave more than 2.6 million additional people in census tracts where no bank is evaluated for community development, according to a new interactive map from NAAHL and FairPlay AI.

The NAAHL CRA Coverage Map is publicly available and built on FairPlay's CRAi platform. It shows how the rule proposed by the OCC and the FDIC would change the number of banks evaluated for community development in each census tract. NAAHL used the same analysis in comments it filed with the agencies on October 13.

Austin – November 02, 2026 -- Octopus AI, an Artificial Financial Intelligence platform for enterprises, said finance teams keep final approval over every forecast its autonomous agents prepare. Human approval also governs all outbound requests.

Octopus AI agents investigate variances and route explanations to budget owners

The platform starts from the decision to be made. It investigates material variances, coordinates explanations from responsible business owners, assesses forecast implications and prepares changes for approval. Retained context links the original issue to the proposed adjustment.

The approach combines four functions: identifying and reducing financial risks, standardizing information flow, automating budget-owner feedback collection and preparing updated forecasts for review. Missing inputs and conflicting explanations remain visible to reviewers.

Summit, N.J. – November 02, 2026 -- Simplicity Group has appointed Albert Cohen and Nandha Srinivasan as Partners and EVPs of Securities Technology, splitting technology leadership at Simplicity Securities between platform architecture and advisor experience.

The two executives will lead Simplicity Securities' technology growth, driving platform scale and elevating the advisor experience. Partner and CEO Bruce Donaldson said the split allows the firm to scale its infrastructure while keeping advisors and their clients central to what it builds.

Cohen brings 25 years of architecture experience from AssetMark, Cetera and Citibank

Cohen has more than 25 years in enterprise architecture, digital transformation and product engineering across wealth management, brokerage and banking. He held senior technology roles at AssetMark, Cetera Financial Group and Citibank.

TORONTO – – November 02, 2026 -- TD Global Investment Solutions now operates under the TD Asset Management (TDAM) name, and Epoch Investment Partners, Inc. (TD Epoch) has been renamed TD Asset Management (US) Inc. (TDAM US). The change creates one global brand across the institutional and retail asset management businesses of The Toronto-Dominion Bank.

The rebrand took effect October 30, 2026, and applies across all markets and jurisdictions. Both TD Asset Management Inc. and TDAM US will offer products and services under the TDAM name.

TDAM keeps investment teams and processes unchanged

TDAM states that the change does not affect the management of assets or the firm's investment approach. Investment teams, portfolio managers, investment philosophies and service teams remain in place.

COLUMBUS – November 02, 2026 -- Aflac Incorporated will promote deputy presidents Shinsuke Morimoto and Frederic J. Simard to lead Aflac Life Insurance Japan Ltd. (Aflac Japan) and Aflac U.S., respectively, effective January 1, 2027.

Morimoto takes over Aflac Japan and joins the holding company board

Morimoto will become President and Representative Director of Aflac Japan, responsible for overall business execution. He will also join the Aflac Holdings LLC Board of Managers, which oversees Aflac Japan as an insurance holding company licensed under Japanese law.

Aflac Incorporated President Virgil Miller said Morimoto has spent nearly four decades at the company, with leadership roles spanning Claims, Sales, Corporate Planning and Strategy. Miller credited him with developing Aflac Japan's mid-term strategy and transforming its marketing and sales organization and human capital management system.

LONDON – November 02, 2026 -- SimCorp has appointed Fiona O'Donnell, a State Street executive with more than 18 years of client-transformation experience, to the newly created role of Chief Delivery Officer, placing client delivery under one accountable executive for the first time at the company.

O'Donnell joins the Executive Committee and reports to CEO Peter Sanderson

The appointment is effective immediately. O'Donnell will lead SimCorp's global delivery organization from London. Her remit runs from a new client's first onboarding through every subsequent year of service.

SimCorp cited increased demand for its SimCorp One platform as the driver for the role. Its clients are asset managers, asset owners and insurers running global, multi-asset operations and modernizing their operating models.

MANAMA – November 01, 2026 -- Bahrain's sovereign wealth fund, Bahrain Mumtalakat Holding Company, and ARP Group have partnered to establish an AI-native, blockchain-enabled wholesale bank headquartered in Bahrain, which has already received in-principle approval from the Central Bank of Bahrain.

The venture will begin regulated activities only after it obtains final authorisation. The partnership was announced on the sidelines of Gateway Gulf 2026.

Bank targets regulated institutions, payment firms and cross-border businesses

The proposed bank is intended to serve regulated financial institutions, payment companies and businesses operating across several markets and currencies. It aims to use technology to reduce the complexity and cost of serving these clients.

ARP Group is the holding company of ARP Global Capital and ARP Digital. Yusuf Alireza co-founded ARP Digital with Abdulla and Abdulaziz Kanoo.