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jhaxell. (2026, July 7). WealthAi and Flanks unite to fix wealth data woes. FinTech Global. https://fintech.global/2026/07/07/wealthai-and-flanks-unite-to-fix-wealth-data-woes/ WealthAi, an AI operating system for wealth managers, has partnered with Flanks, a provider of AI-driven wealth data infrastructure, to address fragmented and costly industry data. WealthAi platform users will gain direct access to institution-grade information sourced from more than 650 institutions w

Southall, B. (2026, June 24). Salesforce tries to catch up on AI -- and halt precipitous stock slide -- with launch of 'Agentic Advisor' for RIAs, but experts are raising a litany of concerns from costs, to benefits and the hassle of implentation. RIABiz. https://riabiz.com/a/2026/6/24/salesforce-tries-to-catch-up-on-ai-and-halt-precipitous-stock-slide-with-launch-of-agentic-advisor-for-rias-but-experts-are-raising-a-litany-of-concerns-from-costs-to-benefits-and-the-hassle-of

Tiburon Strategic Advisors. (2026). Wealth & investment management technology & outsourcing strategies. Tiburon Strategic Advisors. Tiburon Strategic Advisors released a new Tiburon Written Research topic on wealth and investment management technology and outsourcing strategies, with additional basic coverage of banking technology (deposits, lending, and payments) and insurance technology (InsurTech). The report frames the subject through five historical phases: portfolio acc

Objectway, a global WealthTech provider serving banking, wealth, and asset management firms, has agreed to acquire the Swiss private banking technology business of FNZ, known as FNZ Switzerland SA and formerly operating as New Access. The unit will run under the Objectway Switzerland brand and brings more than 160 professionals and over 40 private-bank clients into the group. Vincent Jeunet, who led FNZ's Swiss operations for over five years, will become CEO of Objectway Swit

Barstein, F. (2026, June 29). Why convergence of wealth and retirement is heating up now. Wealth Management. https://www.wealthmanagement.com/rpa-news/why-convergence-of-wealth-and-retirement-is-heating-up-now Creative Planning CEO Peter Mallouk called the convergence of wealth and retirement at the workplace his firm's biggest opportunity over the next couple of years. LPL retirement leader Michael Doshier noted that advisors who also handle retirement plans grow 2.1 times f

FactSet. (2026, June 29). FactSet expands wealth management workflow AI capabilities through partnership with TIFIN.AI. FactSet. https://investor.factset.com/news-releases/news-release-details/factset-expands-wealth-management-workflow-ai-capabilities FactSet announced a partnership with TIFIN.AI to accelerate the delivery of next-generation, AI-powered workflows for wealth management firms. FactSet has made a strategic investment in TIFIN.AI to reinforce the long-term collab

Breen, O. (2026, July 2). Vestmark strikes 'standalone-RIA' black gold as (TAMP) AUM leaps past $50-billion -- a five-fold increase -- after critical upgrade triggers T. Rowe Price, BlackRock, Capital Group, and VanEck referral gusher. RIABiz. https://riabiz.com/a/2026/7/3/vestmark-strikes-standalone-ria-black-gold-as-tamp-aum-leaps-past-50-billion-a-five-fold-increase-after-critical-upgrade-triggers-t-rowe-price-blackrock-capital-group-and-vaneck-referral-gusher Vestmark Adv

WEALTHTECH SAFARI A Guided Tour of WealthTech News Week of July 3, 2026 2026 US Model Portfolio Landscape — Model portfolio market research • Third-party model portfolio assets reached $934 billion at the end of March 2026, up 46% year-over-year and closing in on the $1 trillion mark, per new Morningstar research. • With ETFs now capturing 55% of model allocations and nearly 70% of firms planning private-asset exposure, TAMPs and model providers are increasingly p

LemFi has received approval to acquire Wealth8, a UK-based investment platform, in a move that extends the company from payments into wealth management. Founded in 2021, LemFi began as a remittance provider and has since expanded into credit and savings, with the Wealth8 deal adding investing to its lineup. LemFi has been backed by investors including Highland Europe, Left Lane Capital, Endeavor Catalyst, Palm Drive Capital, and Y Combinator. Wealth8 was built to make investi

Breen, O. (2026, July 1). Trump accounts touch off rush to siphon rollovers from Trump-favored Robinhood, including Acorns' new ploy -- a kiddie advisory board – which draws analysts' scoffs and plaudits as the micro-niche heats up. RIABiz. https://riabiz.com/a/2026/7/2/trump-accounts-touch-off-rush-to-siphon-rollovers-from-trump-favored-robinhood-including-acorns-new-ploy-a-kiddie-advisory-board-which-draws-analysts-scoffs-and-plaudits-as-the-micro-niche-heats-up Acorns name