Financial Services News You Might Have Missed

Financial services news for the week of July 10, 2026 included: GReminders Launches 'AI Forms' to Automate CRM Data Extraction From Documents and Meeting Transcripts AI Adoption Accelerates, Driving Financial Advisor Loyalty, JD Power Finds In an AI Economy, Judgment is the New Job Security: PMI Refreshes the PMP® Certification to Validate the Skills That Outlast the Tools USAA and Wounded...

Financial services news the week of April 24, 2026 included: Redefining the Financial Plan: Why Having a Process Is More Important Rossby Financial, ROffice Add Transition & Business Development Aficionado Grier Rubeling to Teams Rossby Financial Arms Its Advisors with Chief Compliance Officer Marissa Harris, CERP Canopy Integrates Accounting-Aware Intelligence into Meetings with New AI-Powere...

Financial services news the week of February 27, 2026 included: FPA, Snappy Kraken Partner to Transform FPA PlannerSearch into a High-Trust Lead Engine ElevenLabs and Better.com Showcase Success of AI Loan Agent, Betsy™, at Scale in Financial Services Treble Report: Nearly Half of Enterprise Buyers Now Start Vendor Research with AI, Ahead of Google Search Gen Z College Students Hungry for Financia...

Financial services news for the week of February 20, 2026 included: Nitrogen Redefines the Client Meeting with Launch of Nucleus Agentic AI, Tax Planning Upgrades Marchex to Showcase How Franchise Brands Turn Customer Conversations into Revenue Growth and Operational Consistency at IFA 2026 Only Half of Employers Plan to Modernize Payroll in 2026 Despite Widespread Employee Demand for Pay Timing F...

Financial services news for the week of February 13, 2026 included: Claro Advisors Launches AI-Native Wealth Management Platform for Independent Financial Advisors Redfin Reports Homebuyers Need to Earn $35,000 More Than Renters to Afford Monthly Payments—the Smallest Gap in 3 Years Affordability Is Improving: Buyers Must Earn $111,000 to Afford the Typical Home, Down 4% From Last Year New York Li...

Financial services news for the week of February 6, 2026 included: CIC Partners Celebrates Successful Partnership and Growth of American College of Education Macrobond Launches Macrobond Amplify, A New Standard for Interactive Financial Research New Research From The Standard Finds Women Struggle to Balance Near‑Term Financial Pressures With Saving for the Future The Beatles Didn’t Just Change Mus...

Financial services news for the week of January 30, 2026 included: From Client Conversations to Financial Plans: Asset-Map and Jump Integration Powers Actionable Planning Next Steps Capital One Acquires Brex Cryptocurrency Market Trends and Global Forecasts Report 2025-2035: Millennial-Led Participation and the Emergence of Crypto as a Viable Career Path Redefine Financial Sector Perceptions Empat...

Financial services news the week of January 23, 2026 included: AdvizorPro's U.S. Wealth Advisor Movement Report 2026 Registration for the FPA Spring 2026 Residency Is Open As Affordability Challenges Put American Homeownership At Risk, Balance Homes Relaunches With $30 Million Backing From Falco Group

Financial services news for the week of January 16, 2026 included: FPA Launches “FPAi Authority” to Support Members with AI Education and Tools Morningstar Launches First Pure-Play Generative AI Index Trustmark Partners with Greenlight® to Help Parents Raise Financially Smart Kids and Teens CAIS Announces Year Three of CAIS Live, Setting the Standard for In-Person Alternatives Education

Financial services news for the week of January 9, 2026 included: State of Wyoming Debuts $FRNT, the Nation’s First State-Issued Stable Token, with Franklin Templeton-Managed Reserves Newrez Charts Path to Industry-First, AI-Powered Mortgage Underwriting Solution; Announces Strategic Investment in HomeVision New MetLife Data Finds Rising Cost Pressures Outpacing Gains in Workforce Well‑Being Dan G...

Financial services news for the week of December 19, 2025 included: Rossby Financial's Year-End Update Morningstar and PitchBook Bring Trusted Investing Intelligence to Apps in ChatGPT 75% of Americans to Maintain or Increase Charitable Giving Through End of 2025, Church Mutual® Survey Finds Fifth Third Awards Nearly $145,000 in Grants and Tips in Annual 'Swap, Snap, Share' Small Busin...

Financial services news for the week of December 12, 2025 included: Elements' Revitalization New research from Edelman Financial Engines explores “What Money Means” Financial Institutions Maximize Humanity to Find Profitability in 2026 Maxima Provides Free Massage Vouchers to Spotlight Accountant Burnout During Year-end Close Zocks Appoints Matt Halloran as Chief Evangelist to Lead AI Educatio...

Financial services news for the week of December 5, 2025 included: CFP Board Announces November 2025 CFP® Certification Exam Results National Cryptocurrency Association, Coinbase, and Operation HOPE Announce New initiative to Empower Communities Through Crypto Literacy Gen Z Struggles with Underemployment as Layoff Fears Shake Workforce Confidence Entering 2026, New Data from Employment Hero Revea...

Financial services news for the week for November 21, 2025 included: New CFP Board Report Charts the Path Forward for AI in Financial Planning U.S. Businesses Lean on Talent and Tech to Power Growth Amid Rising Costs New Report from Vitable Health: Cost, Not Coverage, Is the Real Barrier to Healthcare for Small Business Workers G-Knot Launches Exclusive Presale: World’s First Finger Vein Wallet

Financial services news for the week of November 14, 2025 included: “Crush it in Every Meeting”: Nitrogen Announces Lineup for Fearless Investing Summit 2026 New Rippling Report Highlights Software Sprawl as Major Resource Drain for HR, IT & Finance Departments Telcoin Makes U.S. Banking History with Approval to Launch the First Regulated Digital Asset Bank Offerday AI Launches Resume+ to Empo...

Financial services news for the week of November 7, 2025 included: Apiture Launches AI-Powered User Interface for a Predictive, Personalized Digital Banking Experience Safanad’s Chief Strategist, Dr. John Rutledge, “Redefines Investing” With Launch of Asset-First Economics Video Series Asset-Map and eMoney Advisor Integrate, Bringing Powerful Visual Planning Insights into Client Conversations FPA...

Financial services news for the week of October 31, 2025 included: Elevation Point Selects OnBord To Streamline Advisor Transitions, Accelerate Client Onboarding New Fidelity Research Shows Women Embracing Financial Frugality, Prioritizing Long-Term Savings Lili, the Small Business Banking Platform, Unveils New Data from Accountant AI: Over Half of Small Business Owners’ Questions Are About Taxes...

Financial services news for the week of October 24, 2025 included: Nitrogen Unveils Integrated AI Tax Planning Software Nearly Half of Small Businesses Say Late Payments, Fraud Threaten Access to Credit and Undermine Growth Streetbeat Raises $15 Million to Scale AI-Powered Trading for Wealth Managers, Increasing Client Capacity and AUM Potential Ding Dong!  The Untold Story of How Ring Went From ...

Financial services news for the week of October 17, 2025 included: Bento Engine and Event Advisors Launch “Bento Events in a Box” Program CFP Board Publishes Guide on Navigating Marital Conflicts of Interest for CFP® Professionals Income Lab Unveils Game-Changing AI Suite to Transform Advisor Efficiency and Client Engagement A Bold Solution to Financial Stress: Payroll-Delivered Emergency Savings...

Financial services news for the week of October 10, 2025 included: AdvizorPro's September 2025 Advisor Moves Are We on the Verge of a New Normal as Fintechs Pursue Bank Charters? The Credit Paradox: 53% of Americans Are Dependent on Credit Even as 72% Say the System is Unfair The Majority of Americans (74%) are Abandoning Their American Dream in Response to Current Economic Pressure

Financial services news for the week of October 3, 2025 included: Customization and Tax Management Dominate Advisor Research Study Few investors feel confident about managing their retirement accounts: Report Communify Expands MIND AI™ Stories Suite with Personalized, AI-Powered Narrative Experiences Driven by Client Data Change the Board Game, an Initiative Founded by e.l.f. Beauty, Grows Coaliti...

Financial services news for the week of September 26, 2025 included: Capgemini: Banks Face Fallout as 40% of Small and Mid-Sized Merchant Businesses Eye Shift to PayTechs Don’t Let Financial Reality Bite: CFP Board Survey Uncovers Gen X's Biggest Financial Regrets and Advice for Today's Young Adults Institutional Investors Say Market Commentary and Thought Leadership Directly Influence Ass...

Financial services news for the week of September 19, 2025 included: AdvizorPro Advisor Moves August 2025 FINRA Announces Launch of Crypto and Blockchain Education Program Maximizing AI Adoption Has Become Enterprises' Largest Challenge, Impacting Profits in 72%, According to a New Larridin Study Trust Is the New Business Currency, Says Great Place To Work in Groundbreaking Report

Financial services news for the week of September 12, 2025 included: Robinhood Unveils Powerful New Tools for Active Traders at HOOD Summit 2025 CPA Bret Pacheco Argues the Billable Hour Is Inherently Flawed. He Built a New Model to Fix It. Charm Security and Give an Hour Unite AI and Mental Health Expertise to Fight Scams Ameriprise Financial Matching Public Donations to Feeding America® Now Thro...

Financial services news for the week of August 29, 2025 included: IG Wealth Management Partners with interVal to Elevate Financial Planning for Canadian Business Owners Fintech Startup Payment Labs Raises $3.25 Million Seed Round to Power Payments in Sports, Creator Economy, Esports, and More Welcome Tech Raises $7.5M to Scale AI-Powered Platform Connecting Immigrant Workforce with U.S. Employers...