Financial Services News You Might Have Missed

Financial services news the week of April 24, 2026 included:Redefining the Financial Plan: Why Having a Process Is More ImportantRossby Financial, ROffice Add Transition & Business Development Aficionado Grier Rubeling to TeamsRossby Financial Arms Its Advisors with Chief Compliance Officer Marissa Harris, CERPCanopy Integrates Accounting-Aware Intelligence into Meetings with New AI-Powered Notetaker1-800Accountant Launches New Tax-Optimized Business Tax Savings Service for 1099 Workers

Financial services news the week of February 27, 2026 included:FPA, Snappy Kraken Partner to Transform FPA PlannerSearch into a High-Trust Lead EngineElevenLabs and Better.com Showcase Success of AI Loan Agent, Betsy™, at Scale in Financial ServicesTreble Report: Nearly Half of Enterprise Buyers Now Start Vendor Research with AI, Ahead of Google SearchGen Z College Students Hungry for Financial Education, New CFP Board Study Finds

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

Financial services news for the week of February 13, 2026 included:Claro Advisors Launches AI-Native Wealth Management Platform for Independent Financial AdvisorsRedfin Reports Homebuyers Need to Earn $35,000 More Than Renters to Afford Monthly Payments—the Smallest Gap in 3 YearsAffordability Is Improving: Buyers Must Earn $111,000 to Afford the Typical Home, Down 4% From Last YearNew York Life Launches Golden Futures Awards and Scholarships to Strengthen Financial Confidence Across Generations

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

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 StepsCapital One Acquires BrexCryptocurrency Market Trends and Global Forecasts Report 2025-2035: Millennial-Led Participation and the Emergence of Crypto as a Viable Career Path Redefine Financial Sector PerceptionsEmpathy Announces Strategic Collaboration with Transamerica to Deliver Comprehensive Family Support

Financial services news the week of January 23, 2026 included:AdvizorPro's U.S. Wealth Advisor Movement Report 2026Registration for the FPA Spring 2026 Residency Is OpenAs 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 ToolsMorningstar Launches First Pure-Play Generative AI IndexTrustmark Partners with Greenlight® to Help Parents Raise Financially Smart Kids and TeensCAIS 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 ReservesNewrez Charts Path to Industry-First, AI-Powered Mortgage Underwriting Solution; Announces Strategic Investment in HomeVisionNew MetLife Data Finds Rising Cost Pressures Outpacing Gains in Workforce Well‑BeingDan Galli, CFP®, Begins His Role as 2026 President of the Financial Planning Association

Financial services news for the week of December 19, 2025 included: Rossby Financial's Year-End UpdateMorningstar and PitchBook Bring Trusted Investing Intelligence to Apps in ChatGPT75% of Americans to Maintain or Increase Charitable Giving Through End of 2025, Church Mutual® Survey FindsFifth Third Awards Nearly $145,000 in Grants and Tips in Annual 'Swap, Snap, Share' Small Business Appreciation Campaign

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

Financial services news for the week of December 5, 2025 included:CFP Board Announces November 2025 CFP® Certification Exam ResultsNational Cryptocurrency Association, Coinbase, and Operation HOPE Announce New initiative to Empower Communities Through Crypto LiteracyGen Z Struggles with Underemployment as Layoff Fears Shake Workforce Confidence Entering 2026, New Data from Employment Hero RevealsOperation HOPE Fourth Quarter 2025 Research Finds Respondents Cutting Holiday Spending Due to Increased Financial Challenges but Staying Optimistic About 2026

Financial services news for the week for November 21, 2025 included:New CFP Board Report Charts the Path Forward for AI in Financial PlanningU.S. Businesses Lean on Talent and Tech to Power Growth Amid Rising CostsNew Report from Vitable Health: Cost, Not Coverage, Is the Real Barrier to Healthcare for Small Business WorkersG-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 2026New Rippling Report Highlights Software Sprawl as Major Resource Drain for HR, IT & Finance DepartmentsTelcoin Makes U.S. Banking History with Approval to Launch the First Regulated Digital Asset BankOfferday AI Launches Resume+ to Empower Candidates to Speak Beyond Their Resume with a Voice Feature

Financial services news for the week of November 7, 2025 included:Apiture Launches AI-Powered User Interface for a Predictive, Personalized Digital Banking ExperienceSafanad’s Chief Strategist, Dr. John Rutledge, “Redefines Investing” With Launch of Asset-First Economics Video SeriesAsset-Map and eMoney Advisor Integrate, Bringing Powerful Visual Planning Insights into Client ConversationsFPA Unveils Reimagined Conference Lineup Aligned with Every Stage of the Financial Planner’s Career Journey

Financial services news for the week of October 31, 2025 included:Elevation Point Selects OnBord To Streamline Advisor Transitions, Accelerate Client OnboardingNew Fidelity Research Shows Women Embracing Financial Frugality, Prioritizing Long-Term SavingsLili, the Small Business Banking Platform, Unveils New Data from Accountant AI: Over Half of Small Business Owners’ Questions Are About TaxesFinancial Services Firms Rapidly Integrate AI, but Validation and Third-Party Oversight Still Lag, Survey Finds

Financial services news for the week of October 24, 2025 included:Nitrogen Unveils Integrated AI Tax Planning SoftwareNearly Half of Small Businesses Say Late Payments, Fraud Threaten Access to Credit and Undermine GrowthStreetbeat Raises $15 Million to Scale AI-Powered Trading for Wealth Managers, Increasing Client Capacity and AUM PotentialDing Dong! The Untold Story of How Ring Went From Shark Tank Reject to Everyone’s Front Door

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

Financial services news for the week of October 10, 2025 included:AdvizorPro's September 2025 Advisor MovesAre 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 UnfairThe 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 StudyFew investors feel confident about managing their retirement accounts: ReportCommunify Expands MIND AI™ Stories Suite with Personalized, AI-Powered Narrative Experiences Driven by Client DataChange the Board Game, an Initiative Founded by e.l.f. Beauty, Grows Coalition Championing Inclusivity on Corporate Boards

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 PayTechsDon’t Let Financial Reality Bite: CFP Board Survey Uncovers Gen X's Biggest Financial Regrets and Advice for Today's Young AdultsInstitutional Investors Say Market Commentary and Thought Leadership Directly Influence Asset Manager Selection, Core Data Research FindsgoBeyondProfit Report Reveals Generational Divide Quietly Reshaping the Workplace

Financial services news for the week of September 19, 2025 included:AdvizorPro Advisor Moves August 2025FINRA Announces Launch of Crypto and Blockchain Education ProgramMaximizing AI Adoption Has Become Enterprises' Largest Challenge, Impacting Profits in 72%, According to a New Larridin StudyTrust 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 2025CPA 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 ScamsAmeriprise Financial Matching Public Donations to Feeding America® Now Through Oct. 31

Financial services news for the week of August 29, 2025 included:IG Wealth Management Partners with interVal to Elevate Financial Planning for Canadian Business OwnersFintech Startup Payment Labs Raises $3.25 Million Seed Round to Power Payments in Sports, Creator Economy, Esports, and MoreWelcome Tech Raises $7.5M to Scale AI-Powered Platform Connecting Immigrant Workforce with U.S. Employers66% of Consumers Don’t Realize AI Could Help Their Finances, New Kikoff Survey FindsArchive Intel Launches AI Marketing Review to Streamline Compliance with SEC and FINRA Marketing Rule

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

Financial services news from the week of August 15, 2025 included:New Jackson Study Uncovers Surprising Retirement Vulnerabilities and Missteps in Managing Market RiskNew Study Shows Gen Z Positively Re-Shaping Money Culture With 82% Feeling Good About the Amount They’re Saving2025 Study Reveals How Americans Find & Hire Financial AdvisorsRandy Ai Law Office Launches Workplace Rescue & Severance Improvement Programs to Protect Employees Across Canada

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 AutomationVestible Launches Regulated Platform to Help College Athletic Departments Raise Equity CapitalFuture Tech Launches $1,000 Child Investment Benefit for Employees, Enhancing Long-Term Family SupportStudent Freedom Initiative Enlists Live Nation Urban to Accelerate Its Mission to Dismantle the Student Loan Debt Crisis for Students Attending Historically Black Colleges and Universities

Financial services news from the week of August 1, 2025, included:Wealthtender Launches AI-Optimized FAQs to Help Financial Advisors Get Found FasterJPMorganChase and Coinbase Launch Strategic Partnership to Make Buying Crypto Easier than EverFidelity Investments® Releases 2025 Retiree Health Care Cost Estimate, a Timely Reminder for All Generations to Begin PlanningFICO Survey Shows Americans Prepared to Be Dishonest to Meet Financial Needs

Financial services news from the week of July 25, 2025 included:SecureSplit™ App Launches, Takes Guesswork Out of Divorce Financial PlanningInteractive Brokers Survey: Independent RIAs See AI as an Ally, Not a ThreatCandidly Introduces Cait: Multi-Agent AI Assistant Delivers Comprehensive Financial Guidance for Student Debt and College PlanningThe Rising Cost of Living Is Becoming a Mental Health Crisis for Young Employees2025 Advisor Demographics & Team Structures Report Part 2 – Female Leadership, Advisor Diversity & Personal Signals

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 ProductivityGladstone Connect Brings Tech, Concierge M&A Services to Smaller RIAsWomen in Insurance & Financial Services Partners with Jump to Support Women in Finance Through AI InnovationAddition Wealth Announces AI-Powered B2B Financial Wellness Platform For Enterprises

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 MoneySteering Clear of Financial Misinformation: A Survey of AmericansFINRA Publishes 2025 Industry SnapshotComposition 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 MilemarkerJordan Haines, CFP, Launches Advisor RelevanceNew Wells Fargo Study Shows Parents Give Their Kids an Average Weekly Allowance of $37Nacha Supports Executive Order to Eliminate Federal Check Payments, Citing Cost Savings and Fraud ReductionThe Future of Life Insurance is Here: Oneday’s Agent-First Platform and Products Hit the Canadian Market

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 TechnologyBracing for Volatility, Strategists Find Pockets of Strength Across Global Markets, Says 2025 Natixis Investment Managers Strategists SurveyNew York Life to Award 20 Scholarships Supporting Students’ Post-Secondary Education Expenses and Long-Term Financial LiteracyFICO Joins Forces With MI New York to Elevate Financial Literacy

News for the week of June 20, 2025 included:Seeking Alpha Launches PRO Quant Portfolio, Delivering Weekly Stock Ideas Powered by Market-Beating1 Quantitative SystemVoya Financial announces new collaboration with Savi to offer clients a comprehensive suite of student loan debt solutionsNicholas Wealth Launches Nicholas Crypto Income ETF (BLOX), Offering Diversified Crypto Exposure with an Income ComponentRapid Finance Releases Breakthrough AI Tool to Slash Loan Application Processing Times

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 ReviewsStrategies for Managing Debt Amid Tariffs & Rising CostsFPA Launches Groundbreaking Competency Model to Shape the Future of Financial PlanningCFP Board Convenes AI Working GroupFynancial Unveils “Fyn”, the First Agentic AI-Powered Assistant Designed to Simplify and Streamline Communication between Financial Advisors and Clients

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

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 MoreCharles Schwab High Net Worth Client Pulse Survey Finds Affluent Investors Are Continuing to Gift Their Assets Despite Economic UncertaintyThird View Private Wealth Officially Launches with Advisors Previously Managing Approximately $1 Billion in Client AssetsEmpathy Announces $72 Million Series C and Unveils Empathy Alliance

News from the week of May 23, 2025 included:The Future of Investing Is HumanAlternative Assets Have $1.3 Trillion in Growth Potential Among Retail Investors, but Trust and Awareness Remain Barriers, New Lansons Survey FindsAntenna Group Adds to Influencer Marketing Capabilities With Strategic Investment in AI-Powered Creator Platform No LogoIntuit Honors Small Business Heroes with $20,000 Awards, Launches Small Business Hero Program

News from the week of May 15th included:Wells Fargo Launches $20 Million Open for Business Growth ProgramCFP Board Debuts AI-Powered Practice Exam ToolEmpower and Sagard Partner to Expand Access to Private Markets in Retirement PlansAs 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 InvestorsLeading Fintech Achieve Taps FICO Score 10 T to Expand Consumer Access to Personal LoansCrowd Power Ventures Launching $20 Million Fund to Build Marketing Ecosystem for CreatorsOperation HOPE Partners with Right Management to Provide Job Search Skills and Interview Preparation Services to HOPE ClientsWells Fargo and Operation HOPE Introduce Free Financial Coaching to Small Businesses

News from the week of May 2, 2025 included:Schwab Expands Student Loan Matching, Debt Management and College Planning Resources in Collaboration With CandidlyIndustry Veterans Launch Uniting Wealth Partners, a Revolutionary RIA Model that Redefines Advisor Ownership and Succession PlanningKraken Launches Embed, a Crypto-as-a-Service Enabling Banks and Fintechs to Provide Clients Seamless Access to CryptoVera's FundraisingInvestrio Wins Fintech Is Femme Leadership Summit's First Pitch Contest

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

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

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 AmericaLargest Ever Study of Crypto Holders in the U.S. Finds 21% of Adults Use Digital AssetsAdvisor360° Launches Parrot AI™: A More Secure, Compliant Generative AI Assistant for Financial AdvisorsWiss Expands Financial Literacy Program to Help Students Build Stronger Financial FuturesShoutouts went to SheFi and Drew Boyer and his Hip Hop x Finance book.

News from the week of March 28, 2025, includes:Lincoln Financial expands financial wellness solutions to empower employee wellbeingLRN Research Reveals Key E&C Challenges Shaping the Future of Financial Services IndustryPrimerica Household Budget Index™: Uncertainty Continues to Increase for Middle-Income Families Over Rising Cost of Necessities and Leveling of Income GrowthTabs and Rillet Partner to Build the Next-Generation Finance StackFidvisor and AffordaCare Partner to Deliver Comprehensive Financial and Healthcare Solutions at Zero Net Cost

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 safeguardsKraken to Acquire NinjaTrader: Introducing the Next Era of Professional TradingYounger, Do-it-Yourself Investors Seek Human Financial Advice in Uncertain Economy, J.D. Power FindsTD Awards $4 Million to U.S. Nonprofit Organizations Supporting Small Business Owners

News from the week of March 13, 2025 included:Bloxley Selects Mbanq to Power Its Vision for Effortless Stylish FinanceMarstone's Digital Tool Simplifying Investment Management Coming to Elevations' MembersElm Wealth's Haghani Shares Award for Uncovering Causes of Overnight Drift in Meme Stocks, BitcoinTwo Speed Economy Emerges as 42% of Canadian Businesses Take a 'Wait-and-See' to Tariffs, Float Report Finds

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 OwnersDon't Fall for These Credit Card MythsNitrogen Introduces Nitrogen Risk Engine, Unlocking Proprietary Risk Number and Portfolio Analytics APIs for Tech-Savvy Financial Institutions & Wealth EnterprisesPractifi Unveils AI-Driven CRM Strategy to Power the Future of Wealth Management

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

The news from the week of February 13, 2025 featured: Elm Wealth Launches Dynamic Index Investing ETF With Industry-Leading Low Fee 76% of U.S. Corporate Directors Cite Growth as a Top Priority This Year, Outpacing Efficiencies and Cost-Cutting Study: Americans Working with CFP Professionals Enjoy Greater Financial Well-Being Experian: Financial Strain Leads to Breakups for More Than a Quarter of Americans