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Dalloo, R. (2026, August 12). Nitrogen Wealth rolls out insurance-focused AI tools for advisors. Connect Money. https://www.connectmoney.com/stories/nitrogen-wealth-rolls-out-insurance-focused-ai-tools-for-advisors/ Nitrogen Wealth, an artificial intelligence-backed wealthtech platform founded in 2011 and formerly known as Riskalyze before its 2023 rebrand, has launched Insurance Center, a product giving advisors expanded access to tools for addressing client coverage concern

Bjordahl, B. (2026, August 12). RIA Compliance Technology examines the role of compliance systems in RIA growth. EIN Presswire. https://tech.einnews.com/pr_news/933664623/ria-compliance-technology-examines-the-role-of-compliance-systems-in-ria-growth RIA Compliance Technology released new guidance titled "How a Strong Compliance Program Becomes Your Firm's Competitive Advantage in the Slow Seasons," addressing how compliance technology can strengthen a registered investment a

Ryder, S. (2026, August 9). Wealth and asset management update: Four trends reshaping the market. LLR Partners. https://www.llrpartners.com/growth-bit/wealth-and-asset-management-update-four-trends-reshaping-the-market/ LLR Partners identifies four developments reshaping wealth and asset management: AI-enabled advisory services, broader access to alternatives, mass personalization of portfolios, and expansion of the advisor value proposition. Firms are embedding AI into inves

The Jones Financial Companies, L.L.L.P. (2026, August 7). Form 10-Q for the quarterly period ended June 26, 2026. U.S. Securities and Exchange Commission. https://www.sec.gov/ix?doc=/Archives/edgar/data/815917/000119312526339455/ck0000815917-20260626.htm Communications and data processing expense increased 29% in the second quarter to $356 million and 24% in the first half to $673 million, which the Partnership attributes to continued investments in new tools and technology a

Misonzhnik, E. (2026, August 12). Vanguard launches custom model portfolios. WealthManagement.com. https://www.wealthmanagement.com/investing-strategies/vanguard-launches-custom-model-portfolios Vanguard introduced custom model portfolios that allow financial advisors to personalize the firm's Strategic Active/Passive and Fixed-Income models according to client preferences. The offerings encompass multi-asset and single-asset strategies focused on public markets. Eve Cout, he

eToro Group Ltd. (ETOR) Q2 FY2026 earnings call transcript. (2026, August 11). Yahoo Finance. https://finance.yahoo.com/quote/ETOR/earnings/ETOR-Q2-2026-earnings_call-666697.html Net contribution increased 9% year-over-year to $229 million and adjusted EBITDA grew 9% to $78 million, with funded accounts up 18% to 4.28 million and assets under administration up 10% to more than $19 billion. eToro rewrote its entire app from scratch using AI, replacing more than 500 person-year

The Charles Schwab Corporation. (2026, August 7). Form 10-Q: Quarterly report for the period ended June 30, 2026. U.S. Securities and Exchange Commission. https://www.sec.gov/Archives/edgar/data/316709/000031670926000031/schw-20260630.htm Capital expenditures reached $792 million in the second quarter of 2026 and $965 million in the first six months, compared with $136 million and $292 million in the same periods of 2025. The increase is attributed primarily to a $633 million

nCino launches Mortgage MCP for AI agent integration. (2026, August 7). FinTech Global. https://fintech.global/2026/08/07/ncino-launches-mortgage-mcp-for-ai-agent-integration/ nCino has introduced new functionality allowing lenders to link MCP-compatible AI agents directly into the nCino Mortgage Suite. The launch, called Mortgage MCP, uses Model Context Protocol, an open-source standard that connects AI agents to external platforms, and is designed to bring AI agents into th

Randall, S. (2026, August 7). Industry veterans launch AI data firm targeting wealth management's infrastructure problem. InvestmentNews. https://www.investmentnews.com/fintech/industry-veterans-launch-ai-data-firm-targeting-wealth-managements-infrastructure-problem/267730 Astraeus, a New York-based platform, went live on August 6, 2026, designed to unify client data, advisor relationships, accounts, products, fees, and regulatory requirements into a single semantic layer. Th

Arbex, P. (2026, August 4). Ex-Nubank levanta 'seed' histórico: Decade vai gerir finanças pessoais com AI [Ex-Nubank raises historic seed: Decade will manage personal finances with AI]. Brazil Journal. https://braziljournal.com/ex-nubank-levanta-seed-historico-decade-vai-gerir-financas-pessoais-com-ai/ Decade, a fintech founded by former Nubank CTO Vitor Olivier, raised $85 million in what the article identifies as Latin America's largest seed round. The round totaled approxi

Ortolani, A. (2026, August 6). Edward Jones set for January bank launch to widen client lending options. WealthManagement.com. https://www.wealthmanagement.com/ibd-news/edward-jones-set-for-january-bank-launch-to-widen-client-lending-options Edward Jones is on track to launch its in-house bank in January, with David Chubak, head of wealth management and field management, describing himself as "cautiously optimistic" about the timeline. The bank will be used for lending rather

TradePMR. (2026, August 4). AI for financial advisors takes a step forward at SYNERGY26. https://www.tradepmr.com/blog/ai-for-financial-advisors-takes-a-step-forward-at-synergy26 TradePMR by Robinhood announced Robinhood Cortex for Advisors, an AI tool coming to the Fusion platform at no additional charge to advisors using Fusion. The AI underlying Robinhood Cortex for Advisors has already been deployed across nearly one million retail Robinhood investors. The tool is built t

Steves, R. (2026, August 5). Orion brings fractional share trading to RIAs using Schwab custody. FinanceFeeds. https://financefeeds.com/orion-brings-fractional-share-trading-to-rias-using-schwab-custody/ Orion launched fractional share trading for registered investment advisors who custody with Schwab Advisor Services, integrated directly into Orion Trading and its order management system. The capability targets whole-share limitations that create residual cash balances and t

Business Wire. (2026, July 28). Snappy Kraken report finds financial advisor website form submissions jumped 110% amid AI-driven changes in investor research behavior. https://www.businesswire.com/news/home/20260728662355/en/Snappy-Kraken-Report-Finds-Financial-Advisor-Website-Form-Submissions-Jumped-110-Amid-AI-Driven-Changes-in-Investor-Research-Behavior Snappy Kraken released its State of Digital & AI 2026 report, an analysis based on aggregate, anonymized platform data fr

Allfunds Group plc. (2026, July 29). Interim report 1H 2026. https://cms-assets.allfunds.dev/assets/Allfunds_Group_plc_Interim_Report_1_H_2026_Board_VF_a146578b40.pdf Allfunds' total assets under administration reached €1,943 billion at 30 June 2026, an increase of 21.3% year-on-year, with platform service AuA up 23.0% to €1,385 billion and Dealing & Execution AuA up 17.3% to €558 billion. Net revenue rose 9.9% year-on-year to €337.6 million and adjusted EBITDA grew 10.2% to

Morningstar, Inc. (July 28, 2026). Morningstar, Inc. reports second-quarter 2026 financial results [Press release]. Business Wire. https://www.businesswire.com/news/home/20260728222875/en/Morningstar-Inc.-Reports-Second-Quarter-2026-Financial-Results Morningstar reported second-quarter revenue of $663.2 million, up 9.6% on a reported basis and 6.8% organically, with Morningstar Credit, Morningstar Direct Platform, and PitchBook the largest contributors to organic growth. Oper

Max Metcalf via LinkedIn. Slant. Demo Link: https://www.linkedin.com/feed/update/urn:li:activity:7488651287324962816/ Slant's Intake Forms collect client and prospect information through branded forms that are built into, filled into, and included with the Slant platform. Users describe the form they want in plain language and chat with Slant to make edits, add fields, and revise sections rather than using a conventional form builder. Forms pull data from the CRM before they

Investment Adviser Association, ACA Group, & Yuter Compliance Consulting. (2026, July 29). AI dominates compliance priorities at historic margin as firms move from awareness to action. ACA Group. https://www.acaglobal.com/news-and-announcements/survey-ai-dominates-compliance-priorities-at-historic-margin-as-firms-move-from-awareness-to-action/ The 2026 Investment Management Compliance Testing Survey, released by the IAA, ACA Group, and Yuter Compliance Consulting, found that

Srivastava, P. (2026, July 29). Robinhood beats quarterly profit estimates as trading activity remains robust. Reuters. https://www.reuters.com/business/finance/robinhood-quarterly-profit-rises-strong-trading-activity-2026-07-29/ Robinhood Markets exceeded Wall Street estimates for second-quarter profit, supported by strong trading in equities, options, and prediction markets that offset weaker cryptocurrency activity. Adjusted earnings reached 48 cents per share, surpassing

RIABiz. (2026, July 30). JP Morgan, Fidelity, and Schwab (and the like) are set to rake in billions of dollars in fees, charging people to use their own data; that might sound bad, but experts say the banks mostly wear white hats on this issue. RIABiz. https://riabiz.com/a/2026/7/30/jp-morgan-fidelity-and-schwab-and-the-like-are-set-to-rake-in-billion-of-dollars-in-fees-charging-people-to-use-their-own-data-that-might-sound-bad-but-experts-say-the-banks-mostly-wear-white-hats