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AdvisorEngine Portfolio Solutions re-imagines TAMP experience to deliver a fully-connected practice platform https://www.advisorengine.com/newsroom/advisorengine-portfolio-solutions-tamp-experience-announced AdvisorEngine Portfolio Solutions (AEPS) launched a new turnkey asset management program (TAMP) unified within its existing wealth management technology platform. The platform aims to eliminate traditional TAMP constraints by allowing advisors to maintain individual inves

Lee, J. (2026, March 10). U.S. Bank's RIA Arm Launches Service for Mass Affluent Clients. Financial Advisor IQ. https://www.financialadvisoriq.com/c/5111054/720384/bank_launches_service_mass_affluent_clients U.S. Bancorp Advisors is launching a new suite of wealth management services specifically designed for mass affluent investors with minimum investment of $25,000. The initiative aims to bridge the gap between the bank's retail banking services and its high-net-worth priva

McDougall, M. (2026, March 7). The AI pension advisers are already here. The Financial Times. A growing number of UK individuals are utilizing generative artificial intelligence platforms to assist with their personal pension planning and investment strategies. "A study of 5,000 Britons conducted by Lloyds Banking Group late last year concluded that more than half of adults were using AI platforms for financial advice." The Financial Conduct Authority has warned investors abo

OneVest. (2026, March 5). OneVest and Merit Financial Advisors forge strategic partnership to fuel next-gen growth and advisor innovation. Newswire.ca . https://www.newswire.ca/news-releases/onevest-and-merit-financial-advisors-forge-strategic-partnership-to-fuel-next-gen-growth-and-advisor-innovation-875209734.html OneVest and Merit Financial Advisors announced a strategic partnership to facilitate Merit's goal of attracting and acquiring 15 advisory firms in 2026. The colla

Fidelity Newsroom. (2026, March 4). Fidelity® Q4 2025 Retirement Analysis: Average Annual 401(k) Account Balances Increase by Double Digits for Third Year in a Row. Fidelity. https://newsroom.fidelity.com/pressreleases/fidelity--q4-2025-retirement-analysis--average-annual-401-k--account-balances-increase-by-double-dig/s/aa6c3841-2f2d-4d6b-b38e-14a2a857b1b4 Average 401(k) balances reached a record $146,400 at the end of 2025, marking an 11% increase from the prior year. Averag

Saini, M. (2026, March 06). Robinhood's $658 million private markets fund for retail investors goes public. Reuters. https://www.reuters.com/business/finance/robinhoods-658-million-private-markets-fund-retail-investors-goes-public-2026-03-06/ Robinhood Markets has officially listed its flagship $658.4 million venture fund on the New York Stock Exchange. This public debut allows individual traders to gain exposure to a set of "pre-IPO" technology companies through a traditiona

Charles Schwab. (2026, March 2). Charles Schwab Completes Acquisition of Forge Global. Schwab Press Room . https://pressroom.aboutschwab.com/press-releases/press-release/2026/Charles-Schwab-Completes-Acquisition-of-Forge-Global/default.aspx The Charles Schwab Corporation has officially completed its acquisition of Forge Global Holdings, Inc., a leading marketplace for private securities. The deal was announced back in November ( see Schwab to Acquire Forge For $660mm, Expandi

Robinhood. (2026, March 4). Robinhood unveils the future of family finance at Robinhood presents: Take flight . Robinhood Newsroom. https://robinhood.com/us/en/newsroom/robinhood-unveils-the-future-of-family-finance-at-robinhood-presents-take-flight/ Robinhood announced a new suite of products aimed at transforming the platform into a comprehensive financial super-app for families. The company introduced a new family hub that provides households with a unified view of account

The Oasis Group. (2024, October). The Oasis Group’s AI readiness index: First maturity benchmark for wealth management industry. Peak's Perspective. https://theoasisgrp.com/peaks-perspective/the-oasis-groups-ai-readiness-index-first-maturity-benchmark-for-wealth-management-industry/ The Oasis Group has launched the industry’s first AI Readiness Index to provide a standardized maturity benchmark for wealth management firms. This index evaluates firms across multiple dimensions

O'Connell, J (2024, April 17). Natural language research: Google Finance’s deep search changes investment workflows . The Oasis Group. https://theoasisgrp.com/peaks-perspective/natural-language-research-google-finances-deep-search-changes-investment-workflows/ Latest Peaks Perspective newsletter from The Oasis Group , they highlight that Google Finance has introduced a "Deep Search" feature that utilizes natural language processing to extract specific data from complex financ

Fidelity Investments. (2026, March 3). Fidelity Expands Alternative Investment Resources for Wealth Management Firms . https://newsroom.fidelity.com/pressreleases/fidelity-expands-alternative-investment-resources-for-wealth-management-firms/s/6ff38d01-6606-4b27-a1e0-29a35cf9971a Fidelity is expanding its alternative investment capabilities to help wealth management firms navigate the complexities of private markets. The firm has launched a new "Alternative Investment Strategi

Barnstein, Fred (2026, March 2). RPAs Face Growing Competition From Wealth Advisors Over 401(k) Participants. WealthManagement.com . https://www.wealthmanagement.com/rpa-news/rpas-face-growing-competition-from-wealth-advisors-over-401-k-participants (RPA = Retirement Plan Advisor) Wealth management firms are aggressively expanding into the retirement space to capture individual participant assets and rollover opportunities. Increased private equity backing is driving consolid

Orion. (2026, February 26). Orion Announces Denali AI Enterprise Version, Powering a New Era in Advisor Productivity . Business Wire. https://www.businesswire.com/news/home/20260226730121/en/Orion-Announces-Denali-AI-Enterprise-Version-Powering-a-New-Era-in-Advisor-Productivity Orion has officially launched the Denali AI Enterprise version to enhance productivity and operational efficiency across wealth management firms. The platform leverages generative artificial intelligen

Ortolani, A. (2026, February 24). LPL, Anthropic Expand Work on AI Integrations. WealthManagement.com . https://www.wealthmanagement.com/artificial-intelligence/lpl-and-anthropic-of-claude-fame-have-expanded-relationship-on-ai-integrations LPL Financial has expanded its ongoing partnership with AI firm Anthropic to implement new advisor-centric integrations across its network of over 30,000 financial professionals. The collaboration centers on Anthropic’s recently launched "p

Business Wire. (2026, February 24). april Launches AI Tax Platform for Wealth Management Firms . https://www.businesswire.com/news/home/20260224545942/en/april-Launches-AI-Tax-Platform-for-Wealth-Management-Firms The embedded tax technology company april has introduced an integrated AI platform specifically designed for wealth management and advisory firms. The solution provides financial advisors with real-time visibility into client tax workflows, relevant documents, and ac

LPL Financial (2025, February 24). LPL Financial and Simplicity Group form strategic relationship to deliver specialized insurance products, operational support, and comprehensive training to LPL advisors [Press release]. https://www.lpl.com/news-media/press-releases/lpl-financial-simplicty-group-form-strategic-relationship-to-deliver-insurance-products-operational-support-training-to-lpl-advisors.html LPL Financial and Simplicity Group have established a strategic relationsh

Chowdhry, A. (2026, February 19). Orion Expands Integration With DPL Financial Partners To Embed Commission-Free Annuities In Orion Connect . Pulse 2.0. https://pulse2.com/orion-expands-integration-with-dpl-financial-partners-to-embed-commission-free-annuities-in-orion-connect/ Orion and DPL Financial Partners have expanded their integration to embed annuity comparison and analysis tools directly into the Orion Connect platform. The update provides financial advisors with sea

Door. (2024, June 18). Door launches alternative assets due diligence capabilities to meet surging wealth management demand . Door Insights. https://guidetodoor.com/insights/door-launches-alternative-assets-due-diligence-capabilities-meet-surging-wealth-management-demand Door has expanded its digital platform to help provide comprehensive due diligence capabilities specifically for alternative asset classes. The platform enhancement addresses the growing requirement for wealt

Breen, O. (2026, February 19). Vanguard discloses two bets (as client and investor) on one tiny startup's tech 'orchestration' powers—a symbiosis from heaven or hell, depending on how it goes with Avantos; it's going well, so far, with SEI, Mercer and others in the bet on the newcomer . RIABiz. https://riabiz.com/a/2026/2/20/vanguard-discloses-two-bets-as-client-and-investor-on-one-tiny-startup-to-solve-huge-problems-a-symbiosis-from-heaven-or-hell-depending-on-how-it-goes-wi

Ortolani, A. (2026, February 13). Betterment Launches Pilot of RIA Referral Program. WealthManagement.com . https://www.wealthmanagement.com/ria-news/betterment-launches-pilot-of-ria-referral-program Betterment has launched the Betterment Advisor Network, a pilot referral program designed to connect retail clients with independent registered investment advisors on its custodial platform. The firm will charge participating RIAs an annual fee of 0.25% on the assets of clients r