NEWS ARCHIVE

Flagstone, the UK savings platform serving more than 75,000 savers across 65 banking partners, has partnered with Adclear to embed AI-driven compliance review directly into its marketing approval workflow.The integration covers website content, social media, advertising, and assets promoting Flagstone's cash ISA, fixed-rate, and instant access savings products, with the AI flagging required change

Rick Galán, Senior VP of Growth Marketing at BILL, has assumed the role of Senior VP of Marketing.Galán’s career spans Marketing roles at Divvy, Qualtrics, Blendtec, 1-800 Contacts, Mercent and Overstock.com.Galán has a B.S. in Neuroscience from Brigham Young University.MORE PEOPLE MOVES

Members of the Financial Narrative UK team recently attended an intimate gathering hosted by Chapter 2, the Steven Bartlett-backed talent and recruitment platform, featuring a conversation between Bartlett and Dr. Kristen Holmes on staying human at the speed of change.Bartlett, known globally as the host of the Diary of a CEO podcast and one of the youngest Dragons in BBC Dragons' Den history, has

Nasdaq eVestment's Q1 2026 Brand Awareness Rankings, released this month, tracked more than 230,000 strategy profile reviews across 5,000 asset owner and consultant users in 56 countries. BlackRock topped both the consultant and asset owner global large-firm rankings, with Wellington Management, PIMCO, Goldman Sachs Asset Management, and J.P. Morgan rounding out the asset owner Industry Leaders li

Adriana Villasenor has joined JPMorganChase in cybersecurity communications. Recently, she was a Senior Director at FTI Consulting.Villasenor held senior posts at FS-ISAC, BlueVoyant, Transpay, SWIFT and SunGard Financial Systems. Before this, she worked at CEMEX, Pro Mujer, PepsiCo and Banco Sabadell.Villasenor has a bachelor’s degree in International Relations from Tecnológico de Monterrey and a

Wells Fargo has appointed Hannah Sloane-Arenson Head of Internal Communications from her recent post of Head of External Communications, Corporate and Investment Banking.She wrote on LinkedIn: “I’m very grateful to all those at Wells Fargo who have supported me and championed my career, including Dana E. Ripley, Andrew Heller, Amy Hyland Jones and many, many more. With this new role, comes a big m

Citi has tapped Fiona Beukes to serve as Senior VP, Corporate Communications, Global Client and UK. Recently, she was Senior VP, Global Communications, Content and Client.Beukes’ career spans roles at WaterHarvest, Freemen’s School Association, Brewin Dolphin, HSBC, the Pensions Management Institute, Brooks Macdonald, BNY Mellon, Baring Asset Management, GAAPS Actuarial, Mercer and Aon.Beukes has

Michelle Agostine has joined Prospera Market Strategies as Senior VP of Marketing. Recently, she served as Executive Director, Advisor Experience, Marketing and Communications at Innovayte.Before this, Agostine worked in senior roles at Envestnet and Janus Capital Group.Agostine has a B.A. in Advertising, Communications and Business from Pepperdine University.MORE PEOPLE MOVES

Marqeta has promoted Julie Wikert to Senior Director, Head of Global Brand Strategy from her recent post of Director, Head of Integrated Marketing.Wikert held Directorial Marketing roles at Engine by MoneyLion and Fidelity Investments, and previously worked at MMB and Essential.Wikert has a B.S. in Business Administration and Marketing from the University of Connecticut and a M.A. in Global Market

J. Matthew Coggins has assumed the role of Senior VP of Marketing and Communications at BrightBridge Credit Union. He joins from CTP where he was a Senior Consultant – Bank and Credit Union Marketing Strategy.Before that, Coggins worked at Enterprise Bank in various senior Marketing roles.Coggins has a B.S. in Business Administration from Bryant University and a M.S. in Marketing from Southern New

Manulife has promoted Jessica Yates to Digital Marketing Director from her recent post of Senior Digital Product Manager. Yates has worked at Manulife for the past 11 years.Yates has a B.A. in Geography from the University of Guelph and a certificate in Digital Strategy and Communications Management from the University of Toronto.MORE PEOPLE MOVES

Mortgage Quality Management and Research has tapped Jennifer Lyness to serve as Marketing Director. She comes from AgTrust Farm Credit.Before this, Lyness worked in Marketing at Pilgrim Mortgage, All Western Mortgage, Homebridge/CMG Financial and Toys R Us. She also held a managerial post at Lopez Negrete Communications.Lyness graduated from Oklahoma State University.MORE PEOPLE MOVES

Garry Mcluckie has joined Aberdeen as Head of Marketing. Recently, he was Marketing Director at Wealthtime.Mcluckie held senior posts at Nucleus Financial, Alliance Trust Savings and Standard Life UK, and previously worked in Marketing managerial posts at Scottish Widows and Scottish Equitable.Mcluckie graduated from Edinburgh Napier University with an Honour’s degree in Commerce and a postgraduat

MissionSquare has appointed Katherine Lucas Chief Marketing Officer. Recently, she served as Senior VP, Head of North America and Global Clients Division Marketing at State Street.Previously, Lucas worked at Simon-Kucher & Partners, Qwest Communications, Cornell University and Warner Bros. Entertainment Group of Companies.Lucas has a B.S. in Applied Economics, Communication and French, and a M.S.

Balentine has appointed Martina Chisholm Head of Marketing. She joins from Merit Financial Advisors where she was VP of Marketing.She wrote on LinkedIn: “Looking forward to this new chapter and all that lies ahead!”Prior to this, Chisholm held VP Marketing roles at Fruition, Truist and Regions Bank.Chisholm has a bachelor’s degree in International Business and International Marketing from the Univ

A scenario post by Citrini Research, a small US firm focused on market megatrends, went viral in February and sent the S&P down more than 1%, with Visa, Mastercard, American Express, Uber, and DoorDash each falling between 4% and 6%.Citrini was careful to call it a scenario rather than a prediction, but the reaction was real regardless. The firm imagined a near future in which autonomous AI agents

Experian is launching a full-scale brand campaign built around repositioning itself as more than a credit bureau, casting actor Sam Richardson as a literal giant who plays consumers' "Big Financial Friend" across key life moments.Richardson, known for Veep and Ted Lasso, brings comedic warmth to a short film directed by Tarsem and produced by the company's in-house agency The Cooler. The campaign

UK marketing budgets rebounded in Q1 2026 after stagnating at the end of last year, with more companies reporting increases than at any point in nearly two years, according to the IPA Bellwether Report produced by S&P Global Market Intelligence. The growth was driven by events, branding, targeted campaigns in expanding sectors, and greater investment in digital channels.Events led all categories b

Marketers are increasingly sponsoring interest-based offline communities, from Rummikub clubs and dad stroller groups to book clubs and cold plunge collectives, as a way to reach audiences in moments that digital advertising can't access. RummiKlubLA, founded just over a year ago, has already partnered with Astral Tequila and Tower 28, expanded to New York, London, and Miami, and sells branded gam

Neuberger Berman is officially shortening its name to Neuberger, formalizing what many clients were already doing on their own. The rebrand comes with a redesigned logo, dropping the blue-and-white lockup for bold black type, a new website with separate entry points for individual and institutional investors, and a trademarked tagline: "Aligned for excellence." The website overhaul prioritizes mob