Financial Services News You Might Have Missed

Financial services news for the week of August 22, 2025 included: Advisor Moves in July 2025 Daily AI Use Among Financial Advisors Doubles, Yet Confidence Gaps Persist: Horsesmouth Survey AI Adoption Spurs Startup Hiring and Growth, New Mercury Report Finds Kartoon Studios Launches “Bitcoin Brigade: Adventures in Satoshi City” – A New Animated Children’s Series and Multi-Platform Ecosystem Built A...

Financial services news from the week of August 15, 2025 included: New Jackson Study Uncovers Surprising Retirement Vulnerabilities and Missteps in Managing Market Risk New Study Shows Gen Z Positively Re-Shaping Money Culture With 82% Feeling Good About the Amount They’re Saving 2025 Study Reveals How Americans Find & Hire Financial Advisors Randy Ai Law Office Launches Workplace Rescue &...

Financial services news from the week of August 8, 2025 included: Docyt Sets New Standard for AI-Powered Accounting with Launch of High Precision Accounting Intelligence (HpAI), Purpose-Built AI for Accounting Automation Vestible Launches Regulated Platform to Help College Athletic Departments Raise Equity Capital Future Tech Launches $1,000 Child Investment Benefit for Employees, Enhancing Long-T...

Financial services news from the week of August 1, 2025, included: Wealthtender Launches AI-Optimized FAQs to Help Financial Advisors Get Found Faster JPMorganChase and Coinbase Launch Strategic Partnership to Make Buying Crypto Easier than Ever Fidelity Investments® Releases 2025 Retiree Health Care Cost Estimate, a Timely Reminder for All Generations to Begin Planning FICO Survey Shows Americans...

Financial services news from the week of July 25, 2025 included: SecureSplit™ App Launches, Takes Guesswork Out of Divorce Financial Planning Interactive Brokers Survey: Independent RIAs See AI as an Ally, Not a Threat Candidly Introduces Cait: Multi-Agent AI Assistant Delivers Comprehensive Financial Guidance for Student Debt and College Planning The Rising Cost of Living Is Becoming a Mental Hea...

Financial services news for the week of July 18, 2025 included: Exclusive: CFP Board tool buries thousands of advisor red flags Nitrogen Launches AI Meeting Center to Revolutionize Advisor Productivity Gladstone Connect Brings Tech, Concierge M&A Services to Smaller RIAs Women in Insurance & Financial Services Partners with Jump to Support Women in Finance Through AI Innovation Addition We...

Financial services news from the week of July 11, 2025 included: University of Phoenix and Goalsetter Continue Financial Wellness Webinar Series with Practical Tips on Saving Money Steering Clear of Financial Misinformation: A Survey of Americans FINRA Publishes 2025 Industry Snapshot Composition Wealth Adds Two Advisory Teams; Reaches $9.5B in AUM

Financial services news from the week of July 4, 2025 included: Rossby Financial Creates Unified Advisor Experience Via Milemarker Jordan Haines, CFP, Launches Advisor Relevance New Wells Fargo Study Shows Parents Give Their Kids an Average Weekly Allowance of $37 Nacha Supports Executive Order to Eliminate Federal Check Payments, Citing Cost Savings and Fraud Reduction The Future of Life Insuranc...

In this week's financial services news, the following items were featured: First Rate Integrates InvestSuite’s StoryTeller to Transform Client Reporting Through Narrative-Driven Technology Bracing for Volatility, Strategists Find Pockets of Strength Across Global Markets, Says 2025 Natixis Investment Managers Strategists Survey New York Life to Award 20 Scholarships Supporting Students’ Post-S...

News for the week of June 20, 2025 included: Seeking Alpha Launches PRO Quant Portfolio, Delivering Weekly Stock Ideas Powered by Market-Beating1 Quantitative System Voya Financial announces new collaboration with Savi to offer clients a comprehensive suite of student loan debt solutions Nicholas Wealth Launches Nicholas Crypto Income ETF (BLOX), Offering Diversified Crypto Exposure with an Income...

Financial services news for the week of June 13, 2025 featured: Revenue Can't Measure Trust: Wealthtender Launches First Advisor Awards Based on Authentic Client Reviews Strategies for Managing Debt Amid Tariffs & Rising Costs FPA Launches Groundbreaking Competency Model to Shape the Future of Financial Planning CFP Board Convenes AI Working Group Fynancial Unveils “Fyn”, the First Agentic...

Financial services news from the week of June 6, 2025 included: Planners Embrace Alternative Investments Amidst Market Uncertainty, Survey Reveals HubSpot Launches First CRM Deep Research Connector With ChatGPT Denver Ventures Launches, Announces New $20M Fund I to Invest in Early-Stage Leaders With Founder DNA The “Retail Revolution” Will Drive 50%+ of Private Market Flows by 2027 – State Street...

News from the week of May 30, 2025 included: UHNW Institute Sets First-Ever Industry Standards in Wealth Management with Launch of the Wealthesaurus, AIM Framework, and More Charles Schwab High Net Worth Client Pulse Survey Finds Affluent Investors Are Continuing to Gift Their Assets Despite Economic Uncertainty Third View Private Wealth Officially Launches with Advisors Previously Managing Approx...

News from the week of May 23, 2025 included: The Future of Investing Is Human Alternative Assets Have $1.3 Trillion in Growth Potential Among Retail Investors, but Trust and Awareness Remain Barriers, New Lansons Survey Finds Antenna Group Adds to Influencer Marketing Capabilities With Strategic Investment in AI-Powered Creator Platform No Logo Intuit Honors Small Business Heroes with $20,000 Awar...

News from the week of May 15th included: Wells Fargo Launches $20 Million Open for Business Growth Program CFP Board Debuts AI-Powered Practice Exam Tool Empower and Sagard Partner to Expand Access to Private Markets in Retirement Plans As the U.S. Economy Shrinks, Cost of Bills Index™ Uncovers Stark Cost-of-Living Gaps Nationwide

News for the week of May 9, 2025 included: Nitrogen’s 2025 Firm Growth Survey Reveals Disconnect Between Advisors and Investors Leading Fintech Achieve Taps FICO Score 10 T to Expand Consumer Access to Personal Loans Crowd Power Ventures Launching $20 Million Fund to Build Marketing Ecosystem for Creators Operation HOPE Partners with Right Management to Provide Job Search Skills and Interview Prep...

News from the week of May 2, 2025 included: Schwab Expands Student Loan Matching, Debt Management and College Planning Resources in Collaboration With Candidly Industry Veterans Launch Uniting Wealth Partners, a Revolutionary RIA Model that Redefines Advisor Ownership and Succession Planning Kraken Launches Embed, a Crypto-as-a-Service Enabling Banks and Fintechs to Provide Clients Seamless Access...

News for the week of April 18, 2025 includes: Morgan Stanley Wealth Management Pulse Survey Reveals Majority of Retail Investors Bearish Bankruptcy Inquiries Hit Pandemic-Era Highs, Warning of Summer Surge Analysis: The Hidden Cost of Leaving Your 401k Behind: How $4.55 Per Month Can Cost You Nearly $18,000 Advisors Rate Seminars as Second-Best ROI For New Clients, Behind Networking: AcquireUp Sur...

News from the week of April 11, 2025 included: ACI Worldwide Survey Shows Nearly 40% of Taxpayers Will Use Refunds for Debt Relief Eagle Freedom Fund Closes $18 Million in the First Investment Fund Dedicated to Tech Solutions Combating Human Trafficking Carefull Introduces ScamCheck Technology to Help Older Adults Amid Growing Scam Threats Fintech Alinea Invest Raises $10.4 Million For Gen Z Wealt...

News from the week of April 4, 2025, included: Sei Foundation Establishes US Non-Profit Foundation and Opens New York Office To Fuel Adoption and Growth in America Largest Ever Study of Crypto Holders in the U.S. Finds 21% of Adults Use Digital Assets Advisor360° Launches Parrot AI™: A More Secure, Compliant Generative AI Assistant for Financial Advisors Wiss Expands Financial Literacy Program to...

News from the week of March 28, 2025, includes: Lincoln Financial expands financial wellness solutions to empower employee wellbeing LRN Research Reveals Key E&C Challenges Shaping the Future of Financial Services Industry Primerica Household Budget Index™: Uncertainty Continues to Increase for Middle-Income Families Over Rising Cost of Necessities and Leveling of Income Growth Tabs and Rillet...

News from the week of March 21, 2025 included: Allstate survey: Americans express growing concern about their personal info at tax time – why identity protection may offer the best safeguards Kraken to Acquire NinjaTrader: Introducing the Next Era of Professional Trading Younger, Do-it-Yourself Investors Seek Human Financial Advice in Uncertain Economy, J.D. Power Finds TD Awards $4 Million to U.S...

News from the week of March 13, 2025 included: Bloxley Selects Mbanq to Power Its Vision for Effortless Stylish Finance Marstone's Digital Tool Simplifying Investment Management Coming to Elevations' Members Elm Wealth's Haghani Shares Award for Uncovering Causes of Overnight Drift in Meme Stocks, Bitcoin Two Speed Economy Emerges as 42% of Canadian Businesses Take a 'Wait-and-See&...

News from the week of March 6, 2025 included: Flex Raises $225 Million in Equity and Debt Funding to Build All-in-One Business and Personal Financial Management Platform for Business Owners Don't Fall for These Credit Card Myths Nitrogen Introduces Nitrogen Risk Engine, Unlocking Proprietary Risk Number and Portfolio Analytics APIs for Tech-Savvy Financial Institutions & Wealth Enterprises...

News from the week of February 27, 2025 featured: Wealthspire Advisor's ASPIRE True Link Becomes Forbes Fintech 50 Company Gladstone Group's One-Stop Shop Emburse's AI Enhancements