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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

Kilburn, F. (2026, July 28). LPL Financial rolls out new wealth tech platform. Citywire. https://citywire.com/pro-buyer/news/lpl-financial-rolls-out-new-wealth-tech-platform/a2495071 LPL Financial has launched a new integrated technology platform named LPL Latitude. The firm reported investing nearly $2bn over the past three years across the platform's five central elements. The platform unifies previously separate components spanning data architecture, cybersecurity, agentic

O'Connell, J. (2026, July 24). 20 questions to ask in every wealthtech AI demo. WealthManagement.com. https://www.wealthmanagement.com/financial-technology/20-questions-to-ask-in-every-wealthtech-ai-demo The article presents a 20 question due diligence framework organized into five levels, to be worked through in order, on the premise that a vendor who cannot answer Level 1 makes Level 2 irrelevant. Buyers are advised to prepare their own requirements list before the demo, do

Ken Research Pvt. Ltd. (2026, July 23). KSA digital WealthTech platforms market surpasses USD 1.9 billion milestone: Latest insights by Ken Research. openPR. https://www.openpr.com/news/4584513/ksa-digital-wealthtech-platforms-market-surpasses-usd-1-9 The Saudi digital WealthTech platforms market is valued at USD 1.9 billion based on a five-year historical analysis. Market expansion is driven by Vision 2030 financial-sector digitalization, accelerating robo-advisory and onlin

Munnangi, V. E. (2026, July 23). Advyzon debuts native AI system for advisers. Private Banker International. https://www.privatebankerinternational.com/news/advyzon-adviser-platform-ai/ Advyzon has launched Advyzon AI, a built-in artificial intelligence system embedded within its wealth management technology and data platform for financial advisers and investment managers. The product follows an "All-in AI" model in which intelligence is integrated across a single platform, o

Nasdaq, Inc. (2026, July 23). Nasdaq, Inc. second quarter 2026 financial results. Nasdaq. https://ir.nasdaq.com/static-files/1abf8435-c8d4-4bc4-bdca-646d629334e2 Second quarter 2026 net revenue was $1.5 billion, an increase of 15% year over year on both a reported and adjusted basis. Solutions revenue rose 17% to $1.2 billion, while Annualized Recurring Revenue reached $3.3 billion, an 11% increase on a reported basis. GAAP diluted earnings per share was $0.89, up 14%, and no

SEI Investments Company. (2026, July 22). SEI reports second-quarter 2026 financial results. SEI Investments Company. https://ir.seic.com/press-releases/detail/1041/sei-reports-second-quarter-2026-financial-results Second-quarter 2026 revenues rose 15% year over year to $641.6 million, while income from operations increased 33% to $197.0 million and operating margin expanded to 31%. Diluted earnings per share declined 11% to $1.59, whereas adjusted diluted earnings per share

Ezra Group. (2026, July 21). Ezra Group launches AI agents directory for financial advisors. EIN Presswire. https://www.northjersey.com/press-release/story/215341/ezra-group-launches-ai-agents-directory-for-financial-advisors/ Ezra Group launched the AI Agents Directory for Financial Advisors, an independent catalog designed to help wealth management firms discover, compare, and evaluate AI agents. The directory addresses a rapidly emerging software category in which vendors

Orion. (2026, July 21). Orion rockets past $6 trillion in assets and sets the AI-native standard for wealth management. Business Wire. https://www.businesswire.com/news/home/20260721058231/en/Orion-Rockets-Past-%246-Trillion-in-Assets-and-Sets-the-AI-Native-Standard-for-Wealth-Management Orion announced it has surpassed $6.6 trillion in assets under administration, a 29% increase since crossing $5 trillion one year earlier. The firm now supports more than 8.6 million technolo

Rick Wurster discloses sweeping Schwab plan to flip up to 31% of its self-directed book of business into its RIA, Schwab Wealth Advisory, calling house retail clients 'unmatched conversion funnel'. (2026, July 22). RIABiz. https://riabiz.com/a/2026/7/22/rick-wurster-discloses-sweeping-schwab-plan-to-flip-up-to-31-of-its-self-directed-book-of-business-into-its-ria-schwab-wealth-advisory-calling-house-retail-clients-unmatched-conversion-funnel Charles Schwab is targeting up to

Snaylam, M. (2026, July 20). Can MoneySuperMarket turn savers into investors? FinTech Global. https://fintech.global/2026/07/20/can-moneysupermarket-turn-savers-into-investors/ MoneySuperMarket has entered the WealthTech market with an investment platform powered by Seccl, aiming to convert millions of UK non-investors into first-time market participants. The service, Investments by MoneySuperMarket, is integrated into the company's app and lets customers open a stocks and sh

MSCI Inc. (2026, July 21). MSCI reports financial results for second quarter and six months 2026. CapEdge. https://capedge.com/filing/1408198/0001408198-26-000044/8K/file/2 Second quarter 2026 operating revenues reached $867.0 million, a 12.2% increase over the prior-year quarter, with organic operating revenue growth also at 12.2%. Recurring subscription revenues rose 9.0% and asset-based fees rose 26.6%, while the operating margin reached 56.2% and the adjusted EBITDA margi

D1g1t Inc. (2026, July 20). d1g1t launches MCP server to bring AI-powered intelligence directly into financial advisor workflows. Newswire (CNW Group). https://www.newswire.ca/news-releases/d1g1t-launches-mcp-server-to-bring-ai-powered-intelligence-directly-into-financial-advisor-workflows-830673730.html d1g1t announced the launch of the d1g1t MCP server, a connector built on the open Model Context Protocol standard that links its enterprise wealth management platform to gene

Shah, A. (2026, July 15). Wealthtech drives Indian fintech profits in FY25: Jefferies. Whalesbook. https://www.whalesbook.com/news/English/bankingfinance/Wealthtech-Drives-Indian-Fintech-Profits-in-FY25-Jefferies/6a5769ac5cb7edf90c30f74f India's fintech sector recorded its first aggregate profit in FY25, with total industry revenue reaching ₹1.03 trillion. Wealthtech emerged as the primary earnings driver, generating ₹22,600 crore in revenue and ₹7,400 crore in profit after t

jhaxell. (2026, July 13). SS&C to enable digital cash settlement for tokenized funds. FinTech Global. https://fintech.global/2026/07/13/ssc-to-enable-digital-cash-settlement-for-tokenized-funds/ SS&C Technologies, a Nasdaq-listed provider of investment and financial software services, has announced plans to introduce digital cash settlement for tokenized investment transactions. Under the initiative, transactions involving tokenized investments will settle through regulated d