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Siebert Financial deepens FusionIQ bet, signs 10-year WealthTech partnership Siebert Financial Corp. (NASDAQ: SIEB) is making an additional investment in FusionIQ and signing a proposed 10-year strategic partnership spanning wealth and advisory, broker-dealer and institutional distribution, and digital-asset infrastructure, subject to definitive agreements. The deal builds on work already underway since June 2025, when Siebert began integrating FusionIQ's platform to support

On August 17, 2026 VastAdvisor announced that it has closed a $1 million SAFE round. The financing was led by three wealth management industry figures investing individually: Dani Fava, chief strategy officer at Carson Group; Jason Pereira, CFP, senior partner at Woodgate Financial; and Sally George, partner at Convergency Partners. The company markets what it calls an Organic Growth OS, an AI based platform that combines audience intelligence, campaign automation, compliance

Ascensus has announced a new ownership structure under which Stone Point Capital and Genstar Capital will each make new investments and hold equal stakes in the savings and retirement technology firm. Stone Point continues as an owner, Genstar returns as one, and existing investor GIC will remain invested. The transaction is expected to close in the coming months, subject to regulatory approvals, at which point Stone Point and Genstar will assume joint governance. Ascensus pr

CFP Board. (2026, August 14). CFP Board response to House Financial Services Committee Democrats' request for information on artificial intelligence. https://www.cfp.net/-/media/2026/miscellaneous/cfp-board-ai-rfi-response.pdf CFP Board, which certifies more than 109,000 CERTIFIED FINANCIAL PLANNER professionals representing approximately one-third of retail financial professionals, submitted this response on August 14, 2026 to the House Financial Services Committee Democrats

Ricketts, D. (2026, August 16). Amundi Technology has been growing fast. Now it faces a leadership challenge. Financial News. https://www.fnlondon.com/articles/amundi-technology-has-been-growing-fast-now-it-faces-a-leadership-challenge-a8fcd886 Amundi Technology, the platform business built around ALTO after Amundi cut ties with BlackRock's Aladdin following its acquisition of Pioneer Investments, posted revenue of €63m in the six months to the end of June, up 23% year on yea

Business Wire. (2026, August 19). Stash and Capitalize announce new rollover partnership. Yahoo Finance. https://finance.yahoo.com/small-business/articles/stash-capitalize-announce-rollover-partnership-130000061.html Stash, a digital financial advisor, and Capitalize, a retirement account transfer platform, announced a partnership enabling Stash customers to consolidate legacy 401(k) accounts into Individual Retirement Accounts directly within the Stash app. The integration i

Southall, B. (2026, August 19). Charles Schwab & Co. took out full-page WSJ ad promising to 'hire thousands more financial consultants' last week; this week it said RIAs will no longer receive sub-$5-million referrals in 2027 -- an implied toll bridge collapses, says one analyst. RIABiz. https://riabiz.com/a/2026/8/20/charles-schwab-co-took-out-full-page-wsj-ad-promising-to-hire-thousands-more-financial-consultants-last-week-this-week-it-said-rias-will-no-longer-receive-sub-5

CNBC. (2026, August 19). Robinhood CEO Vlad Tenev: Tokenization will take over the entire financial system. CNBC. https://www.cnbc.com/video/2026/08/19/robinhood-ceo-vlad-tenev-tokenization-will-take-over-the-entire-financial-system.html Tenev stated that tokenization is at the beginning of a super cycle and will take over the entire financial system. Robinhood launched Robinhood Chain, its crypto blockchain, outside the United States a month prior to the interview, with stoc

Siebert Financial Corp. (NASDAQ: SIEB) announced an additional investment in FusionIQ, a cloud-native wealth technology company, alongside a strategic partnership intended to expand the two companies' relationship across technology, distribution, and product development. The move builds on their original partnership from June 2025, under which Siebert had already begun integrating FusionIQ's platform to support hybrid advice, self-directed investing, and multi-custodian workf

WealthTech Strategy opens a free job exchange WealthTech Strategy launched the WealthTech Job Exchange, a free listing board where people looking for their next challenge submit a casual profile that the team drafts, and where anything a candidate wants kept quiet can simply read “Upon Request.” Trading on network rather than fees, and built to accommodate confidential searches, it targets the part of WealthTech hiring that never reaches a job board: senior operators who cann