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U.S. Treasury Central Clearing Survey: Broad Industry Readiness for Cash Clearing, Industry Moving Towards Execution but Work Remains Ahead of Repo Deadline

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NEW YORK, Sept. 22, 2026 /PRNewswire/ — SIFMA, BNY, Broadridge, and The Depository Trust & Clearing Corporation (DTCC), in collaboration with The ValueExchange, today released key findings from the “U.S. Treasury Central Clearing Pulse Survey,” which draws upon key insights and feedback from 340 experts worldwide. The survey, conducted in June 2026 by The ValueExchange, was designed to provide insight into industry preparedness for the December 31, 2026 cash implementation deadline and the June 30, 2027 deadline for eligible Treasury repo transactions.

The survey suggests the industry is positioned well for the cash implementation but there remains considerable work to do as the industry prepares for the repo deadline. Survey respondents include buy-side (45%) and sell-side (46%) firms, custodians and CCAs in the U.S., Europe, and Asia.  A similar survey was conducted in 2025.

The main findings capture an industry moving firmly from preparation into execution, while also highlighting where readiness, cost and implementation challenges remain:

86% of respondents are at least somewhat confident of meeting the overall mandate.Within that 86%, 44% of firms are “very confident” of meeting the deadline, with 13% “not confident” for cash and 16% for repo.87% of buy-side firms and 84% of sell-side firms are in execution mode for repo trades.More than half of respondents now have funded repo-clearing projects underway (up from 38% in 2025).Of those programs that are delayed, 88% cite legal/contract negotiation as the cause, and 44% now call contract negotiation “very challenging.”45% of firms say they still need more regulatory clarity to progress their readiness.67% of respondents are seeing delays caused by technology integration issues.50% expect ongoing costs to rise.

“The survey shows broad industry readiness for the cash go-live date in December, while also demonstrating that significant hurdles remain for us to navigate between now and the June repo deadline,” said Steve Byron, Managing Director and Head of Technology, Operations, and Business Continuity at SIFMA. “As firms move into the final stretch before the cash implementation deadline, the operational and documentation work underway across the industry is substantial, and getting it right matters given the central role U.S. Treasuries play in the global financial system. SIFMA remains committed to supporting our members through this transition, including through the standardized documentation and implementation guides we’ve made available to market participants. With the December 31 deadline now just months away, we look forward to continuing to work alongside the industry to ensure a smooth and successful transition in this critical market.”

U.S. Treasury Clearing is still a North American topic, with lower levels of preparations overseas, according to survey responses:

While North America respondents have moved furthest into delivery, 53% of respondents from Europe remain concentrated in scoping and 20% are engaged in no activity.In Asia-Pacific, 51% have not undertaken any activity, and 25% are still scoping.

The costs of mandatory clearing are still being estimated:

Ongoing costs are substantially less understood than implementation spend. Firms are still working to fully understand the economics of the operating model they are building.

57% of respondents still have not quantified the ongoing cost impact of mandatory clearing.24% have identified an expected cost increase, while 19% expect no change or a reduction in costs.Margin costs are expected to rise 37% on average.64% expect their one-off implementation costs to remain below $5 million.Among firms planning to use FICC’s Collateral in Lieu (CIL), 96% expect it to make central clearing cheaper. 71% of buy side firms plan to use CIL before the repo clearing deadline.

“The industry has made real progress toward central clearing, with firms gaining a clearer understanding of what compliance requires and how to compete and grow in a more complex Treasury market structure,” said Nate Wuerffel, Head of Market Structure and Head of Product for the Global Collateral Platform at BNY. “As the deadlines approach, firms need to stay focused and keep implementation moving. Clearing readiness is not just about meeting the SEC mandate –-it is essential to maintaining access to the U.S. Treasury market, the deepest and most liquid government bond market in the world.”

Model choice is about operations and cost:

The main driver of clearing model choice is operational capability for a third of respondents, while margin requirements have fallen sharply in importance and cost considerations have increased.

67% of buy side firms plan to use FICC’s Sponsored models, but the majority are using multiple models.74% of sell side firms will use direct clearing.

“FICC has remained committed to helping firms prepare for the impacts of the U.S. Treasury clearing mandate for several years, providing new access models, insightful calculator tools, and on-going education to promote readiness. We are pleased to see that many firms are progressing towards readiness but recognize that more work remains, especially as it relates to the repo implementation,” said Laura Klimpel, Managing Director, Head of DTCC’s Fixed Income and Financing Solutions. “With much of the industry coalescing around FICC’s offerings in the lead-up to the cash and repo deadlines, our focus remains on working closely with our clients to address open items and to ensure a smooth transition to central clearing.”

Clarity remains a key barrier to readiness:

The findings also highlight the need for further regulatory clarity and system changes to support mandatory clearing:

72% of firms need more clarity on key rules to be ready.Firms finding regulatory clarity very challenging have risen from 29% to 45%.Technology builds are causing delays for 74% of sell-side firms. 88% of delayed buy-side programs cite legal and account documentation, making this their dominant constraint.

Deadlines approach:

Q4 is a critical window for project delivery.

Up to 59% of project activity will complete after the cash deadline.51% of firms have no formal contingency plan for missed readiness.

“The survey shows the industry is moving in the right direction, but the next phase will be defined by disciplined execution,” said Ami Vora, Vice President, Product Management, Broadridge.  “Organizations should prioritize technology readiness, operational resiliency, testing and clear fallback plans including stronger contingency planning.  Taking these steps now will be critical to supporting a smooth transition to mandatory U.S. Treasury central clearing.”

Survey results are available at the following link: https://www.sifma.org/research/white-papers/us-treasury-central-clearing-pulse-survey

About the Report 
The U.S. Treasury Central Clearing pulse survey, led by SIFMA, BNY, Broadridge and DTCC was conducted in June 2026 by The ValueExchange. It captures data from 340 industry experts across the buy-side, sell-side and market infrastructure communities. 

About SIFMA
SIFMA is the leading trade association for broker-dealers, investment banks and asset managers operating in the U.S. and global capital markets. On behalf of our industry’s one million employees, we advocate on legislation, regulation and business policy affecting retail and institutional investors, equity and fixed income markets and related products and services. We serve as an industry coordinating body to promote fair and orderly markets, informed regulatory compliance, and efficient market operations and resiliency. We also provide a forum for industry policy and professional development.  SIFMA, with offices in New York and Washington, D.C., is the U.S. regional member of the Global Financial Markets Association (GFMA).

About BNY
BNY is a global financial services platforms company at the heart of the world’s capital markets. For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth. Today BNY serves over 90% of Fortune 100 companies and nearly all the top 100 banks globally. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals. As of June 30, 2026, BNY oversees $62.6 trillion in assets under custody and/or administration and $2.2 trillion in assets under management.

BNY is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BNY). Headquartered in New York City, BNY has been named among Fortune’s World’s Most Admired Companies and Fast Company’s Best Workplaces for Innovators. Additional information is available on www.bny.com. Follow on LinkedIn or visit the BNY Newsroom for the latest company news.

About Broadridge
Broadridge (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.

Our technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing approximately 16,000 associates in 28 countries.

For more information about us, please visit www.broadridge.com.

About DTCC
With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 19 locations around the world, DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency, enhancing performance and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. In 2025, DTCC’s subsidiaries processed securities transactions valued at U.S. $4.7 quadrillion and its depository subsidiary provided custody and asset servicing for securities issues from over 150 countries and territories valued at U.S. $114 trillion. DTCC’s Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes more than 25 billion messages annually. To learn more, please visit us at www.dtcc.com or connect with us on LinkedIn, X, YouTube, Facebook and Instagram.

About The ValueExchange
The ValueExchange is a global market research firm, specialised in the post-trade space. Founded in 2019, we focus on the areas of digital assets and DLT, settlement transformation, clearing and collateral, asset servicing, and investment management operations. We help the capital markets make better strategic decisions, through impartial and data-driven insights, backed by unique industry experience and engagement. For more information, please visit us at www.thevalueexchange.co

Media contacts:
SIFMA:  Katrina Cavalli, kcavalli@sifma.org
BNY:  Meghan Carbone, meghan.carbone@bny.com  
Broadridge: Gregg Rosenberg, Gregg.Rosenberg@broadridge.com  
DTCC:  Kristi Morrow, kmorrow@dtcc.com
The ValueExchange: Mark Brannigan, mark.brannigan@thevalueexchange.co 

 

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Apex CoVantage to Launch eden, an AI-Powered Editorial Engine for Publishing, at Frankfurt Book Fair

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September 23, 2026

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Advanced AI platform designed to extend editorial expertise, identify subject-aware errors, and accelerate copyediting workflows

HERNDON, Va., Sept. 23, 2026 /PRNewswire-PRWeb/ — Apex CoVantage, a technology-led supplier of content and data transformation services, today announced the launch of eden, an AI-powered editorial engine designed for the specific demands of book and academic publishing. eden will be introduced at the Frankfurt Book Fair on Oct 7.

The day is here where the power of AI language models can enhance the performance of copyeditors and improve author satisfaction. — Greg Suprock.

Built to work alongside professional copyeditors and subject-matter experts, eden applies advanced AI to the editorial process, helping identify errors and inconsistencies that require more than conventional grammar and spell checking. The platform is designed to extend the reach of editorial expertise while keeping professional editors at the center of the decision-making process.

Unlike general-purpose writing tools, eden is built for the kind of editing publishing actually requires: catching errors that depend on the subject matter of the text, not just its grammar. In early testing with professional copyeditors, 80–90% of eden’s suggestions are accepted, and editing passes run roughly three times faster than manual copyediting alone.

“Any copyeditor knows how much of the job is invisible to the author until something slips through. I’ve watched editors carry that pressure for years, and eden is the first thing we’ve built that genuinely takes some of that off them. The day is here where the power of AI language models can enhance the performance of copyeditors and improve author satisfaction.” – Greg Suprock, Head of Solutions Architecture, Apex CoVantage

eden’s capabilities include:

Subject-Aware Error Detection: eden flags potential content errors that depend on context, such as an acronym expanded incorrectly for the subject matter of a given book.Equation Logic Checking: eden detects potential logic failures in equations, a common and hard-to-catch class of error in technical and academic titles.SME-Level Support: eden provides suggestions at the level of a subject-matter expert, extending specialist review across more of a manuscript than manual review typically reaches.Faster Editing Passes: Copyediting runs approximately three times faster, without removing the copyeditor from the process.

eden keeps human editors in control throughout. Rather than replacing the copyeditor or subject-matter expert, it surfaces suggestions for them to accept, adjust, or reject, a design reflected in the high rate at which its suggestions are implemented.

“The future of publishing will not be about AI replacing human expertise. It will be about what becomes possible when the two work together. With eden, we’re building toward a new model of editing that combines the speed and scale of AI with the judgment and experience of professional editors.” — Pardha Karamsetty, CEO, Apex CoVantage

eden launches at the Frankfurt Book Fair on October 7 and will be on show through October 11 at the Apex CoVantage stand, Booth H70. To arrange a demonstration in Frankfurt or online, visit apexcovantage.com/eden-fbf-2026.

Media Contact

Avani Kavya, ApexCoVantage LLC, 1 703.709.3000, kavyah@aci.apexcovantage.com, apexcovantage.com

Twitter, LinkedIn

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SOURCE ApexCoVantage LLC

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Waterloo Capital Announces Investment in and Partnership with Bay Rivers Group Wealth Partners

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September 23, 2026

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The Williamsburg, Virginia–based advisory firm will operate as Bay Rivers Group Wealth Partners, Powered by Waterloo, and its advisors will become investment adviser representatives of Waterloo Capital — bringing institutional asset management, private markets access, advanced planning and integrated tax services to Bay Rivers Group clients while the same team continues to serve them from the same location

AUSTIN, Texas, Sept. 23, 2026 /PRNewswire/ — Waterloo Capital, L.P., an Austin-based registered investment adviser, today announced that it has made an investment in Bay Rivers Group Wealth Partners, a wealth management firm headquartered in Williamsburg, Virginia, and that the two firms have decided to partner moving forward. Effective September 15, 2026, the Bay Rivers Group team will operate as Bay Rivers Group Wealth Partners, Powered by Waterloo, and its advisors will become investment adviser representatives of Waterloo Capital. Terms of the investment were not disclosed.

The partnership pairs one of the Southeast’s longest-tenured advisory practices with a national RIA platform built to give advisors institutional-grade investment management, tax integration, private markets access and family office infrastructure. The Bay Rivers Group team will continue to serve clients from its Williamsburg office under the Bay Rivers Group name, with advisory services offered through Waterloo Capital, L.P. Charles P. Lucy, CFP®, Bruce A. Lemley, CFP®, and Alan L. Broderick, CFP®, will continue to lead the practice, joined by Will P. Gibson, CFA, CFP®.

Bay Rivers Group Wealth Partners was built around a simple premise: that competent, objective advice is the most durable thing an advisor can offer a family. For nearly three decades, the firm’s advisors have served individuals, business owners, families and successive generations across the Historic Triangle and the greater Hampton Roads region, guiding clients through the accumulation, preservation and transfer of wealth. That local orientation is unchanged — clients will continue to work with the same advisors, in the same office, under a name they recognize.

What changes is the depth of resources behind those relationships. As investment adviser representatives of Waterloo Capital, the Bay Rivers Group advisors gain access to Waterloo Capital’s investment platform, including institutional asset management, alternative and private markets strategies, advanced financial planning resources, integrated tax services through Waterloo Capital Tax Partners, and the operations, compliance, technology and marketing infrastructure that support the firm’s advisors nationally. Waterloo Capital, in turn, establishes a Mid-Atlantic presence anchored by a practice with deep community roots and a client-first culture the firm says mirrors its own.

“We spent a long time being deliberate about this decision, because our clients have trusted us with decisions that will outlast all of us. We came in looking at infrastructure, and we came away just as impressed by the culture. The platform is excellent — but it was the people, and the way they think about serving families, that made the decision for us. What we found in Waterloo Capital was a partner that wanted to strengthen what we have built rather than replace it. Our clients will work with the same advisors, in the same office, under the Bay Rivers Group name — now with materially deeper resources behind those relationships.”

— Charles P. Lucy, CFP®, Senior Partner, Bay Rivers Group Wealth Partners

For Waterloo Capital, the investment continues a growth strategy that has combined advisor recruitment, strategic partnerships and the development of specialized brands and service lines. The firm has expanded from its Austin headquarters into a multi-affiliate platform that today includes Intelligent Wealth Solutions, Waterloo Capital Tax Partners, Waterloo Capital Family Office Services, serving high-net-worth and ultra-high-net-worth clients across the country.

“Bay Rivers Group is exactly the kind of firm we want to be in business with. Charles, Bruce and Alan have spent their careers earning the trust of families in their community, and Will represents the next generation of that work. By combining their track record and their local knowledge with our infrastructure, we can help more families plan thoughtfully for retirement and bring institutional asset management to individual investors — which has been the objective from the day we started building this platform.”

— John Chatmas, Chief Executive Officer, Waterloo Capital

Both firms said cultural alignment, not economics, was the deciding factor. The Bay Rivers Group partners conducted extended diligence on Waterloo Capital’s advisor experience — meeting with affiliate leadership, investment and tax personnel, and advisors already on the platform — before reaching agreement, and have said publicly that the firm’s culture weighed as heavily in their decision as the capabilities it brought to the table.

The firms describe the arrangement as a partnership rather than an acquisition of the practice. Waterloo Capital’s investment is designed to align interests over the long term, and the Bay Rivers Group leadership team will continue to direct the practice, its staffing and its client relationships within the Waterloo Capital platform. Both firms expect the arrangement to support continuity planning for Bay Rivers Group clients — an increasingly common concern across an advisory industry in which a significant share of practitioners are approaching retirement without a defined succession path.

“I came into this profession from an operating background, and I have always evaluated opportunities by asking what actually changes for the client. Here, the answer is that they get more — more investment capability, more planning depth, more certainty that this practice will be here for their children. Nothing they value about working with us goes away. I will say this plainly: we loved the culture at Waterloo Capital as much as we loved the infrastructure. Capabilities can be bought, but the way a firm treats its advisors and its clients cannot, and that is what we were really underwriting.”

— Bruce A. Lemley, CFP®, Senior Partner, Bay Rivers Group Wealth Partners

Bay Rivers Group clients will continue to work with the same advisors and the same local team. In connection with the transition, clients will receive documentation reflecting that advisory services are provided through Waterloo Capital, L.P., including Waterloo Capital’s Form ADV disclosure brochure and Form CRS, and will be asked to complete new advisory agreements and any account paperwork required by their custodian. Over time, clients will have access to an expanded set of capabilities — among them alternative investment strategies, concentrated stock and capital gains planning, estate and charitable structuring, and coordinated tax preparation and planning — delivered through the Waterloo Capital platform and introduced by their existing Bay Rivers Group advisors.

“Our clients hired us for our judgment and our availability, and neither of those changes. What this partnership gives us is scale: the ability to sit across from a family and bring solutions that, frankly, a practice our size could not have delivered on its own. We evaluated several paths, and this was the only one where the culture fit as well as the capabilities did. That mattered to us every bit as much as the platform — it was the only one that did not ask us to give up who we are.”

— Alan L. Broderick, CFP®, Senior Partner, Bay Rivers Group Wealth Partners

Waterloo Capital said it intends to support Bay Rivers Group’s organic growth in the Williamsburg, Newport News, Richmond and greater Hampton Roads markets, including the addition of advisors and support staff.

The announcement is the latest in a series of partnerships completed by Waterloo Capital, which has been recognized as one of the nation’s fastest-growing registered investment advisers, named to USA TODAY’s Top 100 Financial Advisory Firms for 2026, and has earned recurring placement on Citywire RIA’s “50 Growers Across America” list.

No changes to the Bay Rivers Group team or its Williamsburg office location are contemplated in connection with the investment or the partnership. Clients with questions about the transition are encouraged to contact their Bay Rivers Group advisor directly.

ABOUT WATERLOO CAPITAL

Waterloo Capital, L.P. is a registered investment adviser headquartered in Austin, Texas, offering institutional asset management, advanced financial planning, private markets access, integrated tax services and family office services to high-net-worth and ultra-high-net-worth individuals, families and institutions. The firm operates a multi-brand platform that includes Intelligent Wealth Solutions, Waterloo Capital Tax Partners, Waterloo Capital family Office Services, and supports independent advisors nationally through its turnkey asset management and IAR platform. . The firm’s mission is to bring the highest standards of investment management and financial planning to the individual investor, helping clients plan for and achieve their retirement and legacy goals.

ABOUT BAY RIVERS GROUP WEALTH PARTNERS

Bay Rivers Group Wealth Partners, Powered by Waterloo, is a financial advisory and wealth management practice based in Williamsburg, Virginia, serving individuals, business owners, families and multiple generations throughout the Historic Triangle, greater Hampton Roads and beyond. The practice’s mission is to deliver value to clients through competent, objective advice across the creation, growth and transfer of wealth. It is led by Charles P. Lucy, CFP®, Bruce A. Lemley, CFP®, and Alan L. Broderick, CFP®, together with Will P. Gibson, CFA, CFP®. Bay Rivers Group Wealth Partners is a trade name used by investment adviser representatives of Waterloo Capital, L.P.; advisory services are offered through Waterloo Capital, L.P. Learn more at bayriversgroup.com.

IMPORTANT DISCLOSURES

Waterloo Capital, L.P. is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. Effective September 15, 2026, Bay Rivers Group Wealth Partners is a trade name (“doing business as” name) used by investment adviser representatives of Waterloo Capital, L.P.; advisory services are offered through Waterloo Capital, L.P. and not through a separate registered entity. Information about Waterloo Capital, L.P. and its investment adviser representatives is available at adviserinfo.sec.gov and through FINRA BrokerCheck. [CONFIRM — conform to the final structure and to the timing of any Form ADV-W filing by the predecessor entity.]

Transition of client relationships: the arrangement described in this release involves the transition of advisory relationships to Waterloo Capital, L.P. Affected clients will receive advance notice, Waterloo Capital’s Form ADV Part 2A brochure, Part 2B brochure supplements and Form CRS, and will be asked to enter into new advisory agreements. No client’s advisory contract is assigned without that client’s consent as required under Section 205(a)(2) of the Investment Advisers Act of 1940. Clients should review the fee schedule, services and conflicts of interest described in those documents, which may differ from their prior arrangement. [CONFIRM — counsel to approve consent mechanics and notice period.]

This release is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security, nor a recommendation of any investment strategy, product or service. Nothing herein should be construed as investment, legal, accounting or tax advice. Investing involves risk, including the possible loss of principal. Alternative and private markets investments involve additional risks, including illiquidity and limited transparency, and are available only to qualified investors.

Third-party recognitions: Rankings and recognitions, including USA TODAY’s Top 100 Financial Advisory Firms and Citywire RIA’s “50 Growers Across America,” are not indicative of any adviser’s future performance and should not be construed as a guarantee that a client will experience a certain level of results. Recognitions are based on criteria established by the issuing publication and may involve data provided by the adviser. Neither Waterloo Capital nor Bay Rivers Group paid a fee to participate in or be considered for these recognitions, except where separately disclosed. A full description of the rating criteria, the number of firms considered and any compensation paid in connection with the rating is available upon request. [CONFIRM — compliance to verify participation/compensation facts for each listing before distribution.]

Statements attributed to Charles P. Lucy, Bruce A. Lemley and Alan L. Broderick are the views of those individuals as of the date of this release and are not statements of any current or prospective client of Waterloo Capital. Effective September 15, 2026, each is an investment adviser representative and supervised person of Waterloo Capital, L.P., and each is compensated by Waterloo Capital in that capacity and has a financial interest in the arrangement described in this release. Their affiliation with Waterloo Capital is disclosed here and is readily apparent from the context of this release. Statements attributed to John Chatmas and Josh Teeters are the views of Waterloo Capital personnel. Individuals’ views may not be representative of the experience of any client and are no guarantee of future results.

Certain statements in this release are forward-looking and reflect current expectations regarding the partnership, anticipated capabilities and future growth. Actual results may differ materially. Neither firm undertakes any obligation to update forward-looking statements. Clients will receive notice of any material change to their advisory relationship as required.

MEDIA CONTACT

Taylor Chatmas | Marketing Manager, Waterloo Capital
(512) 717-4495 | marketing@waterloocap.com
Waterloo Capital, L.P. | 2801 Via Fortuna, Suite 250, Austin, TX 78746

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SOURCE Waterloo Capital

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Oracle to Advance Cancer Care with New Oncology EHR

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September 23, 2026

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Is expected to empower care teams with AI-driven workflows, insights, and connected patient information to help enable more effective, personalized treatment

ORLANDO, Fla., Sept. 23, 2026 /PRNewswire/ — Oracle Health and Life Sciences Summit – Oracle today announced its Oracle Health Oncology EHR. Building on the capabilities of Oracle’s modern, AI-powered ambulatory EHR, the new solution is purpose-built for the distinct demands of cancer care, bringing together oncology-specific workflows, AI-fueled clinical intelligence derived from multiple data sources, and connected information to support patient care from diagnosis through treatment and follow-up.

“A cancer diagnosis changes everything for patients and their families. Care teams should not be slowed down by fragmented information, lack of clinical insights, and antiquated technology that forces the patient to search for and recount their history repeatedly, risking critical missed details,” said Seema Verma, executive vice president and general manager, Oracle Health and Life Sciences. “Oracle Health Oncology EHR is designed to bring the patient’s story together and provide personalized treatment recommendations, helping clinicians focus their time and expertise where they matter most: caring for the person in front of them.”

Putting the needs of patients and oncology teams at the center of care
Cancer care is among the most complex forms of medicine. The multidisciplinary nature of treatment requires oncologists and their teams to coordinate rapidly changing treatment plans, chemotherapy regimens, laboratory and imaging results, medications, referrals, and insurance requirements across multiple care settings. When that information is fragmented, clinicians lose valuable time assembling the context needed to make decisions, while patients face a disconnected care experience during an already difficult time.

With embedded AI agents and clinical decision support built in, the context-aware EHR is expected to help care teams navigate the complexity of cancer care by delivering an intuitive and responsive experience across inpatient and outpatient settings.

Oracle Health’s AI-powered assistant for oncologists is expected to connect results, decision support, and action across the cancer care journey. From patient snapshots and pre-visit summaries that surface what has changed, to specialized assistants for Tumor Board preparation and guideline-grounded treatment planning, the assistant can help clinicians make sense of complex information and carry their decisions into workflows such as orders, referrals, documentation, and coding. Oracle’s broader vision is a connected ecosystem of role-based AI assistants supporting nurses, patients, care coordinators, researchers, and the wider multidisciplinary cancer care team, helping people work together with shared context throughout the patient journey.

Planned capabilities are intended to help users benefit from:

Unified cancer-care timelines: enabling access to a clear, chronological view of cancer-related diagnoses and treatments to support continuity of care and informed decision-making.Connected worklists for nurse navigators: to support care coordination from clinician diagnosis through treatment and survivorship, helping navigators maintain holistic, connected care plans.Intelligent precision oncology insights: that unify genomic, radiology, pathology, laboratory, pharmacy, and social determinants of health data to support diagnoses and evidence-based treatment decisions, with a foundation for future capabilities such as pathway guidance, predictive analytics, trial matching, cost comparisons, and industry content.Streamlined regimen planning workflows: which simplify chemotherapy and immunotherapy ordering with lifetime cumulative-dose calculations, mobile ordering, response-to-treatment documentation, and simplified regimen maintenance, helping care teams manage treatment changes and support consistent, evidence-based care.

To learn more, join the live action today at the Oracle Health and Life Sciences Summit by visiting https://www.oracle.com/health/health-life-sciences-summit/.

About Oracle
Oracle offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. For more information about Oracle (NYSE: ORCL), please visit www.oracle.com.

Future Product Disclaimer
The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, timing, and pricing of any features or functionality described for Oracle’s products may change and remains at the sole discretion of Oracle Corporation.

Forward-Looking Statements Disclaimer
Statements in this article relating to Oracle’s future plans, expectations, beliefs, intentions, and prospects are “forward-looking statements” and are subject to material risks and uncertainties. A detailed discussion of these factors and other risks that affect our business is contained in Oracle’s Securities and Exchange Commission (SEC) filings, including our most recent reports on Form 10-K and Form 10-Q under the heading “Risk Factors.” These filings are available on the SEC’s website or on Oracle’s website at https://www.oracle.com/investor. All information in this article is current as of September 2026 and Oracle undertakes no duty to update any statement in light of new information or future events.

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SOURCE Oracle

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U.S. Treasury Central Clearing Survey: Broad Industry Readiness for Cash Clearing, Industry Moving Towards Execution but Work Remains Ahead of Repo Deadline

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NEW YORK, Sept. 22, 2026 /PRNewswire/ — SIFMA, BNY, Broadridge, and The Depository Trust & Clearing Corporation (DTCC), in collaboration with The ValueExchange, today released key findings from the “U.S. Treasury Central Clearing Pulse Survey,” which draws upon key insights and feedback from 340 experts worldwide. The survey, conducted in June 2026 by The ValueExchange, was designed to provide insight into industry preparedness for the December 31, 2026 cash implementation deadline and the June 30, 2027 deadline for eligible Treasury repo transactions.

The survey suggests the industry is positioned well for the cash implementation but there remains considerable work to do as the industry prepares for the repo deadline. Survey respondents include buy-side (45%) and sell-side (46%) firms, custodians and CCAs in the U.S., Europe, and Asia.  A similar survey was conducted in 2025.

The main findings capture an industry moving firmly from preparation into execution, while also highlighting where readiness, cost and implementation challenges remain:

86% of respondents are at least somewhat confident of meeting the overall mandate.Within that 86%, 44% of firms are “very confident” of meeting the deadline, with 13% “not confident” for cash and 16% for repo.87% of buy-side firms and 84% of sell-side firms are in execution mode for repo trades.More than half of respondents now have funded repo-clearing projects underway (up from 38% in 2025).Of those programs that are delayed, 88% cite legal/contract negotiation as the cause, and 44% now call contract negotiation “very challenging.”45% of firms say they still need more regulatory clarity to progress their readiness.67% of respondents are seeing delays caused by technology integration issues.50% expect ongoing costs to rise.

“The survey shows broad industry readiness for the cash go-live date in December, while also demonstrating that significant hurdles remain for us to navigate between now and the June repo deadline,” said Steve Byron, Managing Director and Head of Technology, Operations, and Business Continuity at SIFMA. “As firms move into the final stretch before the cash implementation deadline, the operational and documentation work underway across the industry is substantial, and getting it right matters given the central role U.S. Treasuries play in the global financial system. SIFMA remains committed to supporting our members through this transition, including through the standardized documentation and implementation guides we’ve made available to market participants. With the December 31 deadline now just months away, we look forward to continuing to work alongside the industry to ensure a smooth and successful transition in this critical market.”

U.S. Treasury Clearing is still a North American topic, with lower levels of preparations overseas, according to survey responses:

While North America respondents have moved furthest into delivery, 53% of respondents from Europe remain concentrated in scoping and 20% are engaged in no activity.In Asia-Pacific, 51% have not undertaken any activity, and 25% are still scoping.

The costs of mandatory clearing are still being estimated:

Ongoing costs are substantially less understood than implementation spend. Firms are still working to fully understand the economics of the operating model they are building.

57% of respondents still have not quantified the ongoing cost impact of mandatory clearing.24% have identified an expected cost increase, while 19% expect no change or a reduction in costs.Margin costs are expected to rise 37% on average.64% expect their one-off implementation costs to remain below $5 million.Among firms planning to use FICC’s Collateral in Lieu (CIL), 96% expect it to make central clearing cheaper. 71% of buy side firms plan to use CIL before the repo clearing deadline.

“The industry has made real progress toward central clearing, with firms gaining a clearer understanding of what compliance requires and how to compete and grow in a more complex Treasury market structure,” said Nate Wuerffel, Head of Market Structure and Head of Product for the Global Collateral Platform at BNY. “As the deadlines approach, firms need to stay focused and keep implementation moving. Clearing readiness is not just about meeting the SEC mandate –-it is essential to maintaining access to the U.S. Treasury market, the deepest and most liquid government bond market in the world.”

Model choice is about operations and cost:

The main driver of clearing model choice is operational capability for a third of respondents, while margin requirements have fallen sharply in importance and cost considerations have increased.

67% of buy side firms plan to use FICC’s Sponsored models, but the majority are using multiple models.74% of sell side firms will use direct clearing.

“FICC has remained committed to helping firms prepare for the impacts of the U.S. Treasury clearing mandate for several years, providing new access models, insightful calculator tools, and on-going education to promote readiness. We are pleased to see that many firms are progressing towards readiness but recognize that more work remains, especially as it relates to the repo implementation,” said Laura Klimpel, Managing Director, Head of DTCC’s Fixed Income and Financing Solutions. “With much of the industry coalescing around FICC’s offerings in the lead-up to the cash and repo deadlines, our focus remains on working closely with our clients to address open items and to ensure a smooth transition to central clearing.”

Clarity remains a key barrier to readiness:

The findings also highlight the need for further regulatory clarity and system changes to support mandatory clearing:

72% of firms need more clarity on key rules to be ready.Firms finding regulatory clarity very challenging have risen from 29% to 45%.Technology builds are causing delays for 74% of sell-side firms. 88% of delayed buy-side programs cite legal and account documentation, making this their dominant constraint.

Deadlines approach:

Q4 is a critical window for project delivery.

Up to 59% of project activity will complete after the cash deadline.51% of firms have no formal contingency plan for missed readiness.

“The survey shows the industry is moving in the right direction, but the next phase will be defined by disciplined execution,” said Ami Vora, Vice President, Product Management, Broadridge.  “Organizations should prioritize technology readiness, operational resiliency, testing and clear fallback plans including stronger contingency planning.  Taking these steps now will be critical to supporting a smooth transition to mandatory U.S. Treasury central clearing.”

Survey results are available at the following link: https://www.sifma.org/research/white-papers/us-treasury-central-clearing-pulse-survey

About the Report 
The U.S. Treasury Central Clearing pulse survey, led by SIFMA, BNY, Broadridge and DTCC was conducted in June 2026 by The ValueExchange. It captures data from 340 industry experts across the buy-side, sell-side and market infrastructure communities. 

About SIFMA
SIFMA is the leading trade association for broker-dealers, investment banks and asset managers operating in the U.S. and global capital markets. On behalf of our industry’s one million employees, we advocate on legislation, regulation and business policy affecting retail and institutional investors, equity and fixed income markets and related products and services. We serve as an industry coordinating body to promote fair and orderly markets, informed regulatory compliance, and efficient market operations and resiliency. We also provide a forum for industry policy and professional development.  SIFMA, with offices in New York and Washington, D.C., is the U.S. regional member of the Global Financial Markets Association (GFMA).

About BNY
BNY is a global financial services platforms company at the heart of the world’s capital markets. For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth. Today BNY serves over 90% of Fortune 100 companies and nearly all the top 100 banks globally. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals. As of June 30, 2026, BNY oversees $62.6 trillion in assets under custody and/or administration and $2.2 trillion in assets under management.

BNY is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BNY). Headquartered in New York City, BNY has been named among Fortune’s World’s Most Admired Companies and Fast Company’s Best Workplaces for Innovators. Additional information is available on www.bny.com. Follow on LinkedIn or visit the BNY Newsroom for the latest company news.

About Broadridge
Broadridge (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.

Our technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing approximately 16,000 associates in 28 countries.

For more information about us, please visit www.broadridge.com.

About DTCC
With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 19 locations around the world, DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency, enhancing performance and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. In 2025, DTCC’s subsidiaries processed securities transactions valued at U.S. $4.7 quadrillion and its depository subsidiary provided custody and asset servicing for securities issues from over 150 countries and territories valued at U.S. $114 trillion. DTCC’s Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes more than 25 billion messages annually. To learn more, please visit us at www.dtcc.com or connect with us on LinkedIn, X, YouTube, Facebook and Instagram.

About The ValueExchange
The ValueExchange is a global market research firm, specialised in the post-trade space. Founded in 2019, we focus on the areas of digital assets and DLT, settlement transformation, clearing and collateral, asset servicing, and investment management operations. We help the capital markets make better strategic decisions, through impartial and data-driven insights, backed by unique industry experience and engagement. For more information, please visit us at www.thevalueexchange.co

Media contacts:
SIFMA:  Katrina Cavalli, kcavalli@sifma.org
BNY:  Meghan Carbone, meghan.carbone@bny.com  
Broadridge: Gregg Rosenberg, Gregg.Rosenberg@broadridge.com  
DTCC:  Kristi Morrow, kmorrow@dtcc.com
The ValueExchange: Mark Brannigan, mark.brannigan@thevalueexchange.co 

 

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Apex CoVantage to Launch eden, an AI-Powered Editorial Engine for Publishing, at Frankfurt Book Fair

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September 23, 2026

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Advanced AI platform designed to extend editorial expertise, identify subject-aware errors, and accelerate copyediting workflows

HERNDON, Va., Sept. 23, 2026 /PRNewswire-PRWeb/ — Apex CoVantage, a technology-led supplier of content and data transformation services, today announced the launch of eden, an AI-powered editorial engine designed for the specific demands of book and academic publishing. eden will be introduced at the Frankfurt Book Fair on Oct 7.

The day is here where the power of AI language models can enhance the performance of copyeditors and improve author satisfaction. — Greg Suprock.

Built to work alongside professional copyeditors and subject-matter experts, eden applies advanced AI to the editorial process, helping identify errors and inconsistencies that require more than conventional grammar and spell checking. The platform is designed to extend the reach of editorial expertise while keeping professional editors at the center of the decision-making process.

Unlike general-purpose writing tools, eden is built for the kind of editing publishing actually requires: catching errors that depend on the subject matter of the text, not just its grammar. In early testing with professional copyeditors, 80–90% of eden’s suggestions are accepted, and editing passes run roughly three times faster than manual copyediting alone.

“Any copyeditor knows how much of the job is invisible to the author until something slips through. I’ve watched editors carry that pressure for years, and eden is the first thing we’ve built that genuinely takes some of that off them. The day is here where the power of AI language models can enhance the performance of copyeditors and improve author satisfaction.” – Greg Suprock, Head of Solutions Architecture, Apex CoVantage

eden’s capabilities include:

Subject-Aware Error Detection: eden flags potential content errors that depend on context, such as an acronym expanded incorrectly for the subject matter of a given book.Equation Logic Checking: eden detects potential logic failures in equations, a common and hard-to-catch class of error in technical and academic titles.SME-Level Support: eden provides suggestions at the level of a subject-matter expert, extending specialist review across more of a manuscript than manual review typically reaches.Faster Editing Passes: Copyediting runs approximately three times faster, without removing the copyeditor from the process.

eden keeps human editors in control throughout. Rather than replacing the copyeditor or subject-matter expert, it surfaces suggestions for them to accept, adjust, or reject, a design reflected in the high rate at which its suggestions are implemented.

“The future of publishing will not be about AI replacing human expertise. It will be about what becomes possible when the two work together. With eden, we’re building toward a new model of editing that combines the speed and scale of AI with the judgment and experience of professional editors.” — Pardha Karamsetty, CEO, Apex CoVantage

eden launches at the Frankfurt Book Fair on October 7 and will be on show through October 11 at the Apex CoVantage stand, Booth H70. To arrange a demonstration in Frankfurt or online, visit apexcovantage.com/eden-fbf-2026.

Media Contact

Avani Kavya, ApexCoVantage LLC, 1 703.709.3000, kavyah@aci.apexcovantage.com, apexcovantage.com

Twitter, LinkedIn

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SOURCE ApexCoVantage LLC

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Waterloo Capital Announces Investment in and Partnership with Bay Rivers Group Wealth Partners

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September 23, 2026

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The Williamsburg, Virginia–based advisory firm will operate as Bay Rivers Group Wealth Partners, Powered by Waterloo, and its advisors will become investment adviser representatives of Waterloo Capital — bringing institutional asset management, private markets access, advanced planning and integrated tax services to Bay Rivers Group clients while the same team continues to serve them from the same location

AUSTIN, Texas, Sept. 23, 2026 /PRNewswire/ — Waterloo Capital, L.P., an Austin-based registered investment adviser, today announced that it has made an investment in Bay Rivers Group Wealth Partners, a wealth management firm headquartered in Williamsburg, Virginia, and that the two firms have decided to partner moving forward. Effective September 15, 2026, the Bay Rivers Group team will operate as Bay Rivers Group Wealth Partners, Powered by Waterloo, and its advisors will become investment adviser representatives of Waterloo Capital. Terms of the investment were not disclosed.

The partnership pairs one of the Southeast’s longest-tenured advisory practices with a national RIA platform built to give advisors institutional-grade investment management, tax integration, private markets access and family office infrastructure. The Bay Rivers Group team will continue to serve clients from its Williamsburg office under the Bay Rivers Group name, with advisory services offered through Waterloo Capital, L.P. Charles P. Lucy, CFP®, Bruce A. Lemley, CFP®, and Alan L. Broderick, CFP®, will continue to lead the practice, joined by Will P. Gibson, CFA, CFP®.

Bay Rivers Group Wealth Partners was built around a simple premise: that competent, objective advice is the most durable thing an advisor can offer a family. For nearly three decades, the firm’s advisors have served individuals, business owners, families and successive generations across the Historic Triangle and the greater Hampton Roads region, guiding clients through the accumulation, preservation and transfer of wealth. That local orientation is unchanged — clients will continue to work with the same advisors, in the same office, under a name they recognize.

What changes is the depth of resources behind those relationships. As investment adviser representatives of Waterloo Capital, the Bay Rivers Group advisors gain access to Waterloo Capital’s investment platform, including institutional asset management, alternative and private markets strategies, advanced financial planning resources, integrated tax services through Waterloo Capital Tax Partners, and the operations, compliance, technology and marketing infrastructure that support the firm’s advisors nationally. Waterloo Capital, in turn, establishes a Mid-Atlantic presence anchored by a practice with deep community roots and a client-first culture the firm says mirrors its own.

“We spent a long time being deliberate about this decision, because our clients have trusted us with decisions that will outlast all of us. We came in looking at infrastructure, and we came away just as impressed by the culture. The platform is excellent — but it was the people, and the way they think about serving families, that made the decision for us. What we found in Waterloo Capital was a partner that wanted to strengthen what we have built rather than replace it. Our clients will work with the same advisors, in the same office, under the Bay Rivers Group name — now with materially deeper resources behind those relationships.”

— Charles P. Lucy, CFP®, Senior Partner, Bay Rivers Group Wealth Partners

For Waterloo Capital, the investment continues a growth strategy that has combined advisor recruitment, strategic partnerships and the development of specialized brands and service lines. The firm has expanded from its Austin headquarters into a multi-affiliate platform that today includes Intelligent Wealth Solutions, Waterloo Capital Tax Partners, Waterloo Capital Family Office Services, serving high-net-worth and ultra-high-net-worth clients across the country.

“Bay Rivers Group is exactly the kind of firm we want to be in business with. Charles, Bruce and Alan have spent their careers earning the trust of families in their community, and Will represents the next generation of that work. By combining their track record and their local knowledge with our infrastructure, we can help more families plan thoughtfully for retirement and bring institutional asset management to individual investors — which has been the objective from the day we started building this platform.”

— John Chatmas, Chief Executive Officer, Waterloo Capital

Both firms said cultural alignment, not economics, was the deciding factor. The Bay Rivers Group partners conducted extended diligence on Waterloo Capital’s advisor experience — meeting with affiliate leadership, investment and tax personnel, and advisors already on the platform — before reaching agreement, and have said publicly that the firm’s culture weighed as heavily in their decision as the capabilities it brought to the table.

The firms describe the arrangement as a partnership rather than an acquisition of the practice. Waterloo Capital’s investment is designed to align interests over the long term, and the Bay Rivers Group leadership team will continue to direct the practice, its staffing and its client relationships within the Waterloo Capital platform. Both firms expect the arrangement to support continuity planning for Bay Rivers Group clients — an increasingly common concern across an advisory industry in which a significant share of practitioners are approaching retirement without a defined succession path.

“I came into this profession from an operating background, and I have always evaluated opportunities by asking what actually changes for the client. Here, the answer is that they get more — more investment capability, more planning depth, more certainty that this practice will be here for their children. Nothing they value about working with us goes away. I will say this plainly: we loved the culture at Waterloo Capital as much as we loved the infrastructure. Capabilities can be bought, but the way a firm treats its advisors and its clients cannot, and that is what we were really underwriting.”

— Bruce A. Lemley, CFP®, Senior Partner, Bay Rivers Group Wealth Partners

Bay Rivers Group clients will continue to work with the same advisors and the same local team. In connection with the transition, clients will receive documentation reflecting that advisory services are provided through Waterloo Capital, L.P., including Waterloo Capital’s Form ADV disclosure brochure and Form CRS, and will be asked to complete new advisory agreements and any account paperwork required by their custodian. Over time, clients will have access to an expanded set of capabilities — among them alternative investment strategies, concentrated stock and capital gains planning, estate and charitable structuring, and coordinated tax preparation and planning — delivered through the Waterloo Capital platform and introduced by their existing Bay Rivers Group advisors.

“Our clients hired us for our judgment and our availability, and neither of those changes. What this partnership gives us is scale: the ability to sit across from a family and bring solutions that, frankly, a practice our size could not have delivered on its own. We evaluated several paths, and this was the only one where the culture fit as well as the capabilities did. That mattered to us every bit as much as the platform — it was the only one that did not ask us to give up who we are.”

— Alan L. Broderick, CFP®, Senior Partner, Bay Rivers Group Wealth Partners

Waterloo Capital said it intends to support Bay Rivers Group’s organic growth in the Williamsburg, Newport News, Richmond and greater Hampton Roads markets, including the addition of advisors and support staff.

The announcement is the latest in a series of partnerships completed by Waterloo Capital, which has been recognized as one of the nation’s fastest-growing registered investment advisers, named to USA TODAY’s Top 100 Financial Advisory Firms for 2026, and has earned recurring placement on Citywire RIA’s “50 Growers Across America” list.

No changes to the Bay Rivers Group team or its Williamsburg office location are contemplated in connection with the investment or the partnership. Clients with questions about the transition are encouraged to contact their Bay Rivers Group advisor directly.

ABOUT WATERLOO CAPITAL

Waterloo Capital, L.P. is a registered investment adviser headquartered in Austin, Texas, offering institutional asset management, advanced financial planning, private markets access, integrated tax services and family office services to high-net-worth and ultra-high-net-worth individuals, families and institutions. The firm operates a multi-brand platform that includes Intelligent Wealth Solutions, Waterloo Capital Tax Partners, Waterloo Capital family Office Services, and supports independent advisors nationally through its turnkey asset management and IAR platform. . The firm’s mission is to bring the highest standards of investment management and financial planning to the individual investor, helping clients plan for and achieve their retirement and legacy goals.

ABOUT BAY RIVERS GROUP WEALTH PARTNERS

Bay Rivers Group Wealth Partners, Powered by Waterloo, is a financial advisory and wealth management practice based in Williamsburg, Virginia, serving individuals, business owners, families and multiple generations throughout the Historic Triangle, greater Hampton Roads and beyond. The practice’s mission is to deliver value to clients through competent, objective advice across the creation, growth and transfer of wealth. It is led by Charles P. Lucy, CFP®, Bruce A. Lemley, CFP®, and Alan L. Broderick, CFP®, together with Will P. Gibson, CFA, CFP®. Bay Rivers Group Wealth Partners is a trade name used by investment adviser representatives of Waterloo Capital, L.P.; advisory services are offered through Waterloo Capital, L.P. Learn more at bayriversgroup.com.

IMPORTANT DISCLOSURES

Waterloo Capital, L.P. is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. Effective September 15, 2026, Bay Rivers Group Wealth Partners is a trade name (“doing business as” name) used by investment adviser representatives of Waterloo Capital, L.P.; advisory services are offered through Waterloo Capital, L.P. and not through a separate registered entity. Information about Waterloo Capital, L.P. and its investment adviser representatives is available at adviserinfo.sec.gov and through FINRA BrokerCheck. [CONFIRM — conform to the final structure and to the timing of any Form ADV-W filing by the predecessor entity.]

Transition of client relationships: the arrangement described in this release involves the transition of advisory relationships to Waterloo Capital, L.P. Affected clients will receive advance notice, Waterloo Capital’s Form ADV Part 2A brochure, Part 2B brochure supplements and Form CRS, and will be asked to enter into new advisory agreements. No client’s advisory contract is assigned without that client’s consent as required under Section 205(a)(2) of the Investment Advisers Act of 1940. Clients should review the fee schedule, services and conflicts of interest described in those documents, which may differ from their prior arrangement. [CONFIRM — counsel to approve consent mechanics and notice period.]

This release is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security, nor a recommendation of any investment strategy, product or service. Nothing herein should be construed as investment, legal, accounting or tax advice. Investing involves risk, including the possible loss of principal. Alternative and private markets investments involve additional risks, including illiquidity and limited transparency, and are available only to qualified investors.

Third-party recognitions: Rankings and recognitions, including USA TODAY’s Top 100 Financial Advisory Firms and Citywire RIA’s “50 Growers Across America,” are not indicative of any adviser’s future performance and should not be construed as a guarantee that a client will experience a certain level of results. Recognitions are based on criteria established by the issuing publication and may involve data provided by the adviser. Neither Waterloo Capital nor Bay Rivers Group paid a fee to participate in or be considered for these recognitions, except where separately disclosed. A full description of the rating criteria, the number of firms considered and any compensation paid in connection with the rating is available upon request. [CONFIRM — compliance to verify participation/compensation facts for each listing before distribution.]

Statements attributed to Charles P. Lucy, Bruce A. Lemley and Alan L. Broderick are the views of those individuals as of the date of this release and are not statements of any current or prospective client of Waterloo Capital. Effective September 15, 2026, each is an investment adviser representative and supervised person of Waterloo Capital, L.P., and each is compensated by Waterloo Capital in that capacity and has a financial interest in the arrangement described in this release. Their affiliation with Waterloo Capital is disclosed here and is readily apparent from the context of this release. Statements attributed to John Chatmas and Josh Teeters are the views of Waterloo Capital personnel. Individuals’ views may not be representative of the experience of any client and are no guarantee of future results.

Certain statements in this release are forward-looking and reflect current expectations regarding the partnership, anticipated capabilities and future growth. Actual results may differ materially. Neither firm undertakes any obligation to update forward-looking statements. Clients will receive notice of any material change to their advisory relationship as required.

MEDIA CONTACT

Taylor Chatmas | Marketing Manager, Waterloo Capital
(512) 717-4495 | marketing@waterloocap.com
Waterloo Capital, L.P. | 2801 Via Fortuna, Suite 250, Austin, TX 78746

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SOURCE Waterloo Capital

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Oracle to Advance Cancer Care with New Oncology EHR

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September 23, 2026

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Is expected to empower care teams with AI-driven workflows, insights, and connected patient information to help enable more effective, personalized treatment

ORLANDO, Fla., Sept. 23, 2026 /PRNewswire/ — Oracle Health and Life Sciences Summit – Oracle today announced its Oracle Health Oncology EHR. Building on the capabilities of Oracle’s modern, AI-powered ambulatory EHR, the new solution is purpose-built for the distinct demands of cancer care, bringing together oncology-specific workflows, AI-fueled clinical intelligence derived from multiple data sources, and connected information to support patient care from diagnosis through treatment and follow-up.

“A cancer diagnosis changes everything for patients and their families. Care teams should not be slowed down by fragmented information, lack of clinical insights, and antiquated technology that forces the patient to search for and recount their history repeatedly, risking critical missed details,” said Seema Verma, executive vice president and general manager, Oracle Health and Life Sciences. “Oracle Health Oncology EHR is designed to bring the patient’s story together and provide personalized treatment recommendations, helping clinicians focus their time and expertise where they matter most: caring for the person in front of them.”

Putting the needs of patients and oncology teams at the center of care
Cancer care is among the most complex forms of medicine. The multidisciplinary nature of treatment requires oncologists and their teams to coordinate rapidly changing treatment plans, chemotherapy regimens, laboratory and imaging results, medications, referrals, and insurance requirements across multiple care settings. When that information is fragmented, clinicians lose valuable time assembling the context needed to make decisions, while patients face a disconnected care experience during an already difficult time.

With embedded AI agents and clinical decision support built in, the context-aware EHR is expected to help care teams navigate the complexity of cancer care by delivering an intuitive and responsive experience across inpatient and outpatient settings.

Oracle Health’s AI-powered assistant for oncologists is expected to connect results, decision support, and action across the cancer care journey. From patient snapshots and pre-visit summaries that surface what has changed, to specialized assistants for Tumor Board preparation and guideline-grounded treatment planning, the assistant can help clinicians make sense of complex information and carry their decisions into workflows such as orders, referrals, documentation, and coding. Oracle’s broader vision is a connected ecosystem of role-based AI assistants supporting nurses, patients, care coordinators, researchers, and the wider multidisciplinary cancer care team, helping people work together with shared context throughout the patient journey.

Planned capabilities are intended to help users benefit from:

Unified cancer-care timelines: enabling access to a clear, chronological view of cancer-related diagnoses and treatments to support continuity of care and informed decision-making.Connected worklists for nurse navigators: to support care coordination from clinician diagnosis through treatment and survivorship, helping navigators maintain holistic, connected care plans.Intelligent precision oncology insights: that unify genomic, radiology, pathology, laboratory, pharmacy, and social determinants of health data to support diagnoses and evidence-based treatment decisions, with a foundation for future capabilities such as pathway guidance, predictive analytics, trial matching, cost comparisons, and industry content.Streamlined regimen planning workflows: which simplify chemotherapy and immunotherapy ordering with lifetime cumulative-dose calculations, mobile ordering, response-to-treatment documentation, and simplified regimen maintenance, helping care teams manage treatment changes and support consistent, evidence-based care.

To learn more, join the live action today at the Oracle Health and Life Sciences Summit by visiting https://www.oracle.com/health/health-life-sciences-summit/.

About Oracle
Oracle offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. For more information about Oracle (NYSE: ORCL), please visit www.oracle.com.

Future Product Disclaimer
The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, timing, and pricing of any features or functionality described for Oracle’s products may change and remains at the sole discretion of Oracle Corporation.

Forward-Looking Statements Disclaimer
Statements in this article relating to Oracle’s future plans, expectations, beliefs, intentions, and prospects are “forward-looking statements” and are subject to material risks and uncertainties. A detailed discussion of these factors and other risks that affect our business is contained in Oracle’s Securities and Exchange Commission (SEC) filings, including our most recent reports on Form 10-K and Form 10-Q under the heading “Risk Factors.” These filings are available on the SEC’s website or on Oracle’s website at https://www.oracle.com/investor. All information in this article is current as of September 2026 and Oracle undertakes no duty to update any statement in light of new information or future events.

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SOURCE Oracle

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U.S. Treasury Central Clearing Survey: Broad Industry Readiness for Cash Clearing, Industry Moving Towards Execution but Work Remains Ahead of Repo Deadline

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NEW YORK, Sept. 22, 2026 /PRNewswire/ — SIFMA, BNY, Broadridge, and The Depository Trust & Clearing Corporation (DTCC), in collaboration with The ValueExchange, today released key findings from the “U.S. Treasury Central Clearing Pulse Survey,” which draws upon key insights and feedback from 340 experts worldwide. The survey, conducted in June 2026 by The ValueExchange, was designed to provide insight into industry preparedness for the December 31, 2026 cash implementation deadline and the June 30, 2027 deadline for eligible Treasury repo transactions.

The survey suggests the industry is positioned well for the cash implementation but there remains considerable work to do as the industry prepares for the repo deadline. Survey respondents include buy-side (45%) and sell-side (46%) firms, custodians and CCAs in the U.S., Europe, and Asia.  A similar survey was conducted in 2025.

The main findings capture an industry moving firmly from preparation into execution, while also highlighting where readiness, cost and implementation challenges remain:

86% of respondents are at least somewhat confident of meeting the overall mandate.Within that 86%, 44% of firms are “very confident” of meeting the deadline, with 13% “not confident” for cash and 16% for repo.87% of buy-side firms and 84% of sell-side firms are in execution mode for repo trades.More than half of respondents now have funded repo-clearing projects underway (up from 38% in 2025).Of those programs that are delayed, 88% cite legal/contract negotiation as the cause, and 44% now call contract negotiation “very challenging.”45% of firms say they still need more regulatory clarity to progress their readiness.67% of respondents are seeing delays caused by technology integration issues.50% expect ongoing costs to rise.

“The survey shows broad industry readiness for the cash go-live date in December, while also demonstrating that significant hurdles remain for us to navigate between now and the June repo deadline,” said Steve Byron, Managing Director and Head of Technology, Operations, and Business Continuity at SIFMA. “As firms move into the final stretch before the cash implementation deadline, the operational and documentation work underway across the industry is substantial, and getting it right matters given the central role U.S. Treasuries play in the global financial system. SIFMA remains committed to supporting our members through this transition, including through the standardized documentation and implementation guides we’ve made available to market participants. With the December 31 deadline now just months away, we look forward to continuing to work alongside the industry to ensure a smooth and successful transition in this critical market.”

U.S. Treasury Clearing is still a North American topic, with lower levels of preparations overseas, according to survey responses:

While North America respondents have moved furthest into delivery, 53% of respondents from Europe remain concentrated in scoping and 20% are engaged in no activity.In Asia-Pacific, 51% have not undertaken any activity, and 25% are still scoping.

The costs of mandatory clearing are still being estimated:

Ongoing costs are substantially less understood than implementation spend. Firms are still working to fully understand the economics of the operating model they are building.

57% of respondents still have not quantified the ongoing cost impact of mandatory clearing.24% have identified an expected cost increase, while 19% expect no change or a reduction in costs.Margin costs are expected to rise 37% on average.64% expect their one-off implementation costs to remain below $5 million.Among firms planning to use FICC’s Collateral in Lieu (CIL), 96% expect it to make central clearing cheaper. 71% of buy side firms plan to use CIL before the repo clearing deadline.

“The industry has made real progress toward central clearing, with firms gaining a clearer understanding of what compliance requires and how to compete and grow in a more complex Treasury market structure,” said Nate Wuerffel, Head of Market Structure and Head of Product for the Global Collateral Platform at BNY. “As the deadlines approach, firms need to stay focused and keep implementation moving. Clearing readiness is not just about meeting the SEC mandate –-it is essential to maintaining access to the U.S. Treasury market, the deepest and most liquid government bond market in the world.”

Model choice is about operations and cost:

The main driver of clearing model choice is operational capability for a third of respondents, while margin requirements have fallen sharply in importance and cost considerations have increased.

67% of buy side firms plan to use FICC’s Sponsored models, but the majority are using multiple models.74% of sell side firms will use direct clearing.

“FICC has remained committed to helping firms prepare for the impacts of the U.S. Treasury clearing mandate for several years, providing new access models, insightful calculator tools, and on-going education to promote readiness. We are pleased to see that many firms are progressing towards readiness but recognize that more work remains, especially as it relates to the repo implementation,” said Laura Klimpel, Managing Director, Head of DTCC’s Fixed Income and Financing Solutions. “With much of the industry coalescing around FICC’s offerings in the lead-up to the cash and repo deadlines, our focus remains on working closely with our clients to address open items and to ensure a smooth transition to central clearing.”

Clarity remains a key barrier to readiness:

The findings also highlight the need for further regulatory clarity and system changes to support mandatory clearing:

72% of firms need more clarity on key rules to be ready.Firms finding regulatory clarity very challenging have risen from 29% to 45%.Technology builds are causing delays for 74% of sell-side firms. 88% of delayed buy-side programs cite legal and account documentation, making this their dominant constraint.

Deadlines approach:

Q4 is a critical window for project delivery.

Up to 59% of project activity will complete after the cash deadline.51% of firms have no formal contingency plan for missed readiness.

“The survey shows the industry is moving in the right direction, but the next phase will be defined by disciplined execution,” said Ami Vora, Vice President, Product Management, Broadridge.  “Organizations should prioritize technology readiness, operational resiliency, testing and clear fallback plans including stronger contingency planning.  Taking these steps now will be critical to supporting a smooth transition to mandatory U.S. Treasury central clearing.”

Survey results are available at the following link: https://www.sifma.org/research/white-papers/us-treasury-central-clearing-pulse-survey

About the Report 
The U.S. Treasury Central Clearing pulse survey, led by SIFMA, BNY, Broadridge and DTCC was conducted in June 2026 by The ValueExchange. It captures data from 340 industry experts across the buy-side, sell-side and market infrastructure communities. 

About SIFMA
SIFMA is the leading trade association for broker-dealers, investment banks and asset managers operating in the U.S. and global capital markets. On behalf of our industry’s one million employees, we advocate on legislation, regulation and business policy affecting retail and institutional investors, equity and fixed income markets and related products and services. We serve as an industry coordinating body to promote fair and orderly markets, informed regulatory compliance, and efficient market operations and resiliency. We also provide a forum for industry policy and professional development.  SIFMA, with offices in New York and Washington, D.C., is the U.S. regional member of the Global Financial Markets Association (GFMA).

About BNY
BNY is a global financial services platforms company at the heart of the world’s capital markets. For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth. Today BNY serves over 90% of Fortune 100 companies and nearly all the top 100 banks globally. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals. As of June 30, 2026, BNY oversees $62.6 trillion in assets under custody and/or administration and $2.2 trillion in assets under management.

BNY is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BNY). Headquartered in New York City, BNY has been named among Fortune’s World’s Most Admired Companies and Fast Company’s Best Workplaces for Innovators. Additional information is available on www.bny.com. Follow on LinkedIn or visit the BNY Newsroom for the latest company news.

About Broadridge
Broadridge (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.

Our technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing approximately 16,000 associates in 28 countries.

For more information about us, please visit www.broadridge.com.

About DTCC
With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 19 locations around the world, DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency, enhancing performance and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. In 2025, DTCC’s subsidiaries processed securities transactions valued at U.S. $4.7 quadrillion and its depository subsidiary provided custody and asset servicing for securities issues from over 150 countries and territories valued at U.S. $114 trillion. DTCC’s Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes more than 25 billion messages annually. To learn more, please visit us at www.dtcc.com or connect with us on LinkedIn, X, YouTube, Facebook and Instagram.

About The ValueExchange
The ValueExchange is a global market research firm, specialised in the post-trade space. Founded in 2019, we focus on the areas of digital assets and DLT, settlement transformation, clearing and collateral, asset servicing, and investment management operations. We help the capital markets make better strategic decisions, through impartial and data-driven insights, backed by unique industry experience and engagement. For more information, please visit us at www.thevalueexchange.co

Media contacts:
SIFMA:  Katrina Cavalli, kcavalli@sifma.org
BNY:  Meghan Carbone, meghan.carbone@bny.com  
Broadridge: Gregg Rosenberg, Gregg.Rosenberg@broadridge.com  
DTCC:  Kristi Morrow, kmorrow@dtcc.com
The ValueExchange: Mark Brannigan, mark.brannigan@thevalueexchange.co 

 

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SOURCE Broadridge

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Apex CoVantage to Launch eden, an AI-Powered Editorial Engine for Publishing, at Frankfurt Book Fair

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September 23, 2026

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Advanced AI platform designed to extend editorial expertise, identify subject-aware errors, and accelerate copyediting workflows

HERNDON, Va., Sept. 23, 2026 /PRNewswire-PRWeb/ — Apex CoVantage, a technology-led supplier of content and data transformation services, today announced the launch of eden, an AI-powered editorial engine designed for the specific demands of book and academic publishing. eden will be introduced at the Frankfurt Book Fair on Oct 7.

The day is here where the power of AI language models can enhance the performance of copyeditors and improve author satisfaction. — Greg Suprock.

Built to work alongside professional copyeditors and subject-matter experts, eden applies advanced AI to the editorial process, helping identify errors and inconsistencies that require more than conventional grammar and spell checking. The platform is designed to extend the reach of editorial expertise while keeping professional editors at the center of the decision-making process.

Unlike general-purpose writing tools, eden is built for the kind of editing publishing actually requires: catching errors that depend on the subject matter of the text, not just its grammar. In early testing with professional copyeditors, 80–90% of eden’s suggestions are accepted, and editing passes run roughly three times faster than manual copyediting alone.

“Any copyeditor knows how much of the job is invisible to the author until something slips through. I’ve watched editors carry that pressure for years, and eden is the first thing we’ve built that genuinely takes some of that off them. The day is here where the power of AI language models can enhance the performance of copyeditors and improve author satisfaction.” – Greg Suprock, Head of Solutions Architecture, Apex CoVantage

eden’s capabilities include:

Subject-Aware Error Detection: eden flags potential content errors that depend on context, such as an acronym expanded incorrectly for the subject matter of a given book.Equation Logic Checking: eden detects potential logic failures in equations, a common and hard-to-catch class of error in technical and academic titles.SME-Level Support: eden provides suggestions at the level of a subject-matter expert, extending specialist review across more of a manuscript than manual review typically reaches.Faster Editing Passes: Copyediting runs approximately three times faster, without removing the copyeditor from the process.

eden keeps human editors in control throughout. Rather than replacing the copyeditor or subject-matter expert, it surfaces suggestions for them to accept, adjust, or reject, a design reflected in the high rate at which its suggestions are implemented.

“The future of publishing will not be about AI replacing human expertise. It will be about what becomes possible when the two work together. With eden, we’re building toward a new model of editing that combines the speed and scale of AI with the judgment and experience of professional editors.” — Pardha Karamsetty, CEO, Apex CoVantage

eden launches at the Frankfurt Book Fair on October 7 and will be on show through October 11 at the Apex CoVantage stand, Booth H70. To arrange a demonstration in Frankfurt or online, visit apexcovantage.com/eden-fbf-2026.

Media Contact

Avani Kavya, ApexCoVantage LLC, 1 703.709.3000, kavyah@aci.apexcovantage.com, apexcovantage.com

Twitter, LinkedIn

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SOURCE ApexCoVantage LLC

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Waterloo Capital Announces Investment in and Partnership with Bay Rivers Group Wealth Partners

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50 minutes ago

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September 23, 2026

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The Williamsburg, Virginia–based advisory firm will operate as Bay Rivers Group Wealth Partners, Powered by Waterloo, and its advisors will become investment adviser representatives of Waterloo Capital — bringing institutional asset management, private markets access, advanced planning and integrated tax services to Bay Rivers Group clients while the same team continues to serve them from the same location

AUSTIN, Texas, Sept. 23, 2026 /PRNewswire/ — Waterloo Capital, L.P., an Austin-based registered investment adviser, today announced that it has made an investment in Bay Rivers Group Wealth Partners, a wealth management firm headquartered in Williamsburg, Virginia, and that the two firms have decided to partner moving forward. Effective September 15, 2026, the Bay Rivers Group team will operate as Bay Rivers Group Wealth Partners, Powered by Waterloo, and its advisors will become investment adviser representatives of Waterloo Capital. Terms of the investment were not disclosed.

The partnership pairs one of the Southeast’s longest-tenured advisory practices with a national RIA platform built to give advisors institutional-grade investment management, tax integration, private markets access and family office infrastructure. The Bay Rivers Group team will continue to serve clients from its Williamsburg office under the Bay Rivers Group name, with advisory services offered through Waterloo Capital, L.P. Charles P. Lucy, CFP®, Bruce A. Lemley, CFP®, and Alan L. Broderick, CFP®, will continue to lead the practice, joined by Will P. Gibson, CFA, CFP®.

Bay Rivers Group Wealth Partners was built around a simple premise: that competent, objective advice is the most durable thing an advisor can offer a family. For nearly three decades, the firm’s advisors have served individuals, business owners, families and successive generations across the Historic Triangle and the greater Hampton Roads region, guiding clients through the accumulation, preservation and transfer of wealth. That local orientation is unchanged — clients will continue to work with the same advisors, in the same office, under a name they recognize.

What changes is the depth of resources behind those relationships. As investment adviser representatives of Waterloo Capital, the Bay Rivers Group advisors gain access to Waterloo Capital’s investment platform, including institutional asset management, alternative and private markets strategies, advanced financial planning resources, integrated tax services through Waterloo Capital Tax Partners, and the operations, compliance, technology and marketing infrastructure that support the firm’s advisors nationally. Waterloo Capital, in turn, establishes a Mid-Atlantic presence anchored by a practice with deep community roots and a client-first culture the firm says mirrors its own.

“We spent a long time being deliberate about this decision, because our clients have trusted us with decisions that will outlast all of us. We came in looking at infrastructure, and we came away just as impressed by the culture. The platform is excellent — but it was the people, and the way they think about serving families, that made the decision for us. What we found in Waterloo Capital was a partner that wanted to strengthen what we have built rather than replace it. Our clients will work with the same advisors, in the same office, under the Bay Rivers Group name — now with materially deeper resources behind those relationships.”

— Charles P. Lucy, CFP®, Senior Partner, Bay Rivers Group Wealth Partners

For Waterloo Capital, the investment continues a growth strategy that has combined advisor recruitment, strategic partnerships and the development of specialized brands and service lines. The firm has expanded from its Austin headquarters into a multi-affiliate platform that today includes Intelligent Wealth Solutions, Waterloo Capital Tax Partners, Waterloo Capital Family Office Services, serving high-net-worth and ultra-high-net-worth clients across the country.

“Bay Rivers Group is exactly the kind of firm we want to be in business with. Charles, Bruce and Alan have spent their careers earning the trust of families in their community, and Will represents the next generation of that work. By combining their track record and their local knowledge with our infrastructure, we can help more families plan thoughtfully for retirement and bring institutional asset management to individual investors — which has been the objective from the day we started building this platform.”

— John Chatmas, Chief Executive Officer, Waterloo Capital

Both firms said cultural alignment, not economics, was the deciding factor. The Bay Rivers Group partners conducted extended diligence on Waterloo Capital’s advisor experience — meeting with affiliate leadership, investment and tax personnel, and advisors already on the platform — before reaching agreement, and have said publicly that the firm’s culture weighed as heavily in their decision as the capabilities it brought to the table.

The firms describe the arrangement as a partnership rather than an acquisition of the practice. Waterloo Capital’s investment is designed to align interests over the long term, and the Bay Rivers Group leadership team will continue to direct the practice, its staffing and its client relationships within the Waterloo Capital platform. Both firms expect the arrangement to support continuity planning for Bay Rivers Group clients — an increasingly common concern across an advisory industry in which a significant share of practitioners are approaching retirement without a defined succession path.

“I came into this profession from an operating background, and I have always evaluated opportunities by asking what actually changes for the client. Here, the answer is that they get more — more investment capability, more planning depth, more certainty that this practice will be here for their children. Nothing they value about working with us goes away. I will say this plainly: we loved the culture at Waterloo Capital as much as we loved the infrastructure. Capabilities can be bought, but the way a firm treats its advisors and its clients cannot, and that is what we were really underwriting.”

— Bruce A. Lemley, CFP®, Senior Partner, Bay Rivers Group Wealth Partners

Bay Rivers Group clients will continue to work with the same advisors and the same local team. In connection with the transition, clients will receive documentation reflecting that advisory services are provided through Waterloo Capital, L.P., including Waterloo Capital’s Form ADV disclosure brochure and Form CRS, and will be asked to complete new advisory agreements and any account paperwork required by their custodian. Over time, clients will have access to an expanded set of capabilities — among them alternative investment strategies, concentrated stock and capital gains planning, estate and charitable structuring, and coordinated tax preparation and planning — delivered through the Waterloo Capital platform and introduced by their existing Bay Rivers Group advisors.

“Our clients hired us for our judgment and our availability, and neither of those changes. What this partnership gives us is scale: the ability to sit across from a family and bring solutions that, frankly, a practice our size could not have delivered on its own. We evaluated several paths, and this was the only one where the culture fit as well as the capabilities did. That mattered to us every bit as much as the platform — it was the only one that did not ask us to give up who we are.”

— Alan L. Broderick, CFP®, Senior Partner, Bay Rivers Group Wealth Partners

Waterloo Capital said it intends to support Bay Rivers Group’s organic growth in the Williamsburg, Newport News, Richmond and greater Hampton Roads markets, including the addition of advisors and support staff.

The announcement is the latest in a series of partnerships completed by Waterloo Capital, which has been recognized as one of the nation’s fastest-growing registered investment advisers, named to USA TODAY’s Top 100 Financial Advisory Firms for 2026, and has earned recurring placement on Citywire RIA’s “50 Growers Across America” list.

No changes to the Bay Rivers Group team or its Williamsburg office location are contemplated in connection with the investment or the partnership. Clients with questions about the transition are encouraged to contact their Bay Rivers Group advisor directly.

ABOUT WATERLOO CAPITAL

Waterloo Capital, L.P. is a registered investment adviser headquartered in Austin, Texas, offering institutional asset management, advanced financial planning, private markets access, integrated tax services and family office services to high-net-worth and ultra-high-net-worth individuals, families and institutions. The firm operates a multi-brand platform that includes Intelligent Wealth Solutions, Waterloo Capital Tax Partners, Waterloo Capital family Office Services, and supports independent advisors nationally through its turnkey asset management and IAR platform. . The firm’s mission is to bring the highest standards of investment management and financial planning to the individual investor, helping clients plan for and achieve their retirement and legacy goals.

ABOUT BAY RIVERS GROUP WEALTH PARTNERS

Bay Rivers Group Wealth Partners, Powered by Waterloo, is a financial advisory and wealth management practice based in Williamsburg, Virginia, serving individuals, business owners, families and multiple generations throughout the Historic Triangle, greater Hampton Roads and beyond. The practice’s mission is to deliver value to clients through competent, objective advice across the creation, growth and transfer of wealth. It is led by Charles P. Lucy, CFP®, Bruce A. Lemley, CFP®, and Alan L. Broderick, CFP®, together with Will P. Gibson, CFA, CFP®. Bay Rivers Group Wealth Partners is a trade name used by investment adviser representatives of Waterloo Capital, L.P.; advisory services are offered through Waterloo Capital, L.P. Learn more at bayriversgroup.com.

IMPORTANT DISCLOSURES

Waterloo Capital, L.P. is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. Effective September 15, 2026, Bay Rivers Group Wealth Partners is a trade name (“doing business as” name) used by investment adviser representatives of Waterloo Capital, L.P.; advisory services are offered through Waterloo Capital, L.P. and not through a separate registered entity. Information about Waterloo Capital, L.P. and its investment adviser representatives is available at adviserinfo.sec.gov and through FINRA BrokerCheck. [CONFIRM — conform to the final structure and to the timing of any Form ADV-W filing by the predecessor entity.]

Transition of client relationships: the arrangement described in this release involves the transition of advisory relationships to Waterloo Capital, L.P. Affected clients will receive advance notice, Waterloo Capital’s Form ADV Part 2A brochure, Part 2B brochure supplements and Form CRS, and will be asked to enter into new advisory agreements. No client’s advisory contract is assigned without that client’s consent as required under Section 205(a)(2) of the Investment Advisers Act of 1940. Clients should review the fee schedule, services and conflicts of interest described in those documents, which may differ from their prior arrangement. [CONFIRM — counsel to approve consent mechanics and notice period.]

This release is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security, nor a recommendation of any investment strategy, product or service. Nothing herein should be construed as investment, legal, accounting or tax advice. Investing involves risk, including the possible loss of principal. Alternative and private markets investments involve additional risks, including illiquidity and limited transparency, and are available only to qualified investors.

Third-party recognitions: Rankings and recognitions, including USA TODAY’s Top 100 Financial Advisory Firms and Citywire RIA’s “50 Growers Across America,” are not indicative of any adviser’s future performance and should not be construed as a guarantee that a client will experience a certain level of results. Recognitions are based on criteria established by the issuing publication and may involve data provided by the adviser. Neither Waterloo Capital nor Bay Rivers Group paid a fee to participate in or be considered for these recognitions, except where separately disclosed. A full description of the rating criteria, the number of firms considered and any compensation paid in connection with the rating is available upon request. [CONFIRM — compliance to verify participation/compensation facts for each listing before distribution.]

Statements attributed to Charles P. Lucy, Bruce A. Lemley and Alan L. Broderick are the views of those individuals as of the date of this release and are not statements of any current or prospective client of Waterloo Capital. Effective September 15, 2026, each is an investment adviser representative and supervised person of Waterloo Capital, L.P., and each is compensated by Waterloo Capital in that capacity and has a financial interest in the arrangement described in this release. Their affiliation with Waterloo Capital is disclosed here and is readily apparent from the context of this release. Statements attributed to John Chatmas and Josh Teeters are the views of Waterloo Capital personnel. Individuals’ views may not be representative of the experience of any client and are no guarantee of future results.

Certain statements in this release are forward-looking and reflect current expectations regarding the partnership, anticipated capabilities and future growth. Actual results may differ materially. Neither firm undertakes any obligation to update forward-looking statements. Clients will receive notice of any material change to their advisory relationship as required.

MEDIA CONTACT

Taylor Chatmas | Marketing Manager, Waterloo Capital
(512) 717-4495 | marketing@waterloocap.com
Waterloo Capital, L.P. | 2801 Via Fortuna, Suite 250, Austin, TX 78746

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SOURCE Waterloo Capital

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Oracle to Advance Cancer Care with New Oncology EHR

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50 minutes ago

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September 23, 2026

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Is expected to empower care teams with AI-driven workflows, insights, and connected patient information to help enable more effective, personalized treatment

ORLANDO, Fla., Sept. 23, 2026 /PRNewswire/ — Oracle Health and Life Sciences Summit – Oracle today announced its Oracle Health Oncology EHR. Building on the capabilities of Oracle’s modern, AI-powered ambulatory EHR, the new solution is purpose-built for the distinct demands of cancer care, bringing together oncology-specific workflows, AI-fueled clinical intelligence derived from multiple data sources, and connected information to support patient care from diagnosis through treatment and follow-up.

“A cancer diagnosis changes everything for patients and their families. Care teams should not be slowed down by fragmented information, lack of clinical insights, and antiquated technology that forces the patient to search for and recount their history repeatedly, risking critical missed details,” said Seema Verma, executive vice president and general manager, Oracle Health and Life Sciences. “Oracle Health Oncology EHR is designed to bring the patient’s story together and provide personalized treatment recommendations, helping clinicians focus their time and expertise where they matter most: caring for the person in front of them.”

Putting the needs of patients and oncology teams at the center of care
Cancer care is among the most complex forms of medicine. The multidisciplinary nature of treatment requires oncologists and their teams to coordinate rapidly changing treatment plans, chemotherapy regimens, laboratory and imaging results, medications, referrals, and insurance requirements across multiple care settings. When that information is fragmented, clinicians lose valuable time assembling the context needed to make decisions, while patients face a disconnected care experience during an already difficult time.

With embedded AI agents and clinical decision support built in, the context-aware EHR is expected to help care teams navigate the complexity of cancer care by delivering an intuitive and responsive experience across inpatient and outpatient settings.

Oracle Health’s AI-powered assistant for oncologists is expected to connect results, decision support, and action across the cancer care journey. From patient snapshots and pre-visit summaries that surface what has changed, to specialized assistants for Tumor Board preparation and guideline-grounded treatment planning, the assistant can help clinicians make sense of complex information and carry their decisions into workflows such as orders, referrals, documentation, and coding. Oracle’s broader vision is a connected ecosystem of role-based AI assistants supporting nurses, patients, care coordinators, researchers, and the wider multidisciplinary cancer care team, helping people work together with shared context throughout the patient journey.

Planned capabilities are intended to help users benefit from:

Unified cancer-care timelines: enabling access to a clear, chronological view of cancer-related diagnoses and treatments to support continuity of care and informed decision-making.Connected worklists for nurse navigators: to support care coordination from clinician diagnosis through treatment and survivorship, helping navigators maintain holistic, connected care plans.Intelligent precision oncology insights: that unify genomic, radiology, pathology, laboratory, pharmacy, and social determinants of health data to support diagnoses and evidence-based treatment decisions, with a foundation for future capabilities such as pathway guidance, predictive analytics, trial matching, cost comparisons, and industry content.Streamlined regimen planning workflows: which simplify chemotherapy and immunotherapy ordering with lifetime cumulative-dose calculations, mobile ordering, response-to-treatment documentation, and simplified regimen maintenance, helping care teams manage treatment changes and support consistent, evidence-based care.

To learn more, join the live action today at the Oracle Health and Life Sciences Summit by visiting https://www.oracle.com/health/health-life-sciences-summit/.

About Oracle
Oracle offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. For more information about Oracle (NYSE: ORCL), please visit www.oracle.com.

Future Product Disclaimer
The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, timing, and pricing of any features or functionality described for Oracle’s products may change and remains at the sole discretion of Oracle Corporation.

Forward-Looking Statements Disclaimer
Statements in this article relating to Oracle’s future plans, expectations, beliefs, intentions, and prospects are “forward-looking statements” and are subject to material risks and uncertainties. A detailed discussion of these factors and other risks that affect our business is contained in Oracle’s Securities and Exchange Commission (SEC) filings, including our most recent reports on Form 10-K and Form 10-Q under the heading “Risk Factors.” These filings are available on the SEC’s website or on Oracle’s website at https://www.oracle.com/investor. All information in this article is current as of September 2026 and Oracle undertakes no duty to update any statement in light of new information or future events.

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SOURCE Oracle

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