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https://www.investmentnews.com/wirehouses/morningstar-warns-robinhoods-new-venture-fund-a-potential-disaster-for-investors/262121 Kelly, B. (2025, September 16). Morningstar warns Robinhood's new venture fund a potential 'disaster' for investors . InvestmentNews. Robinhood Markets recently registered Robinhood Ventures Fund I, a closed-end fund designed to provide retail investors access to private, pre-IPO companies. Morningstar analyst Bryan Armour issued a stark warning, l

The Oasis Group (2026, February 11). The Oasis Group and Practifi Release White Paper on CRM Selection in Wealth Management. Morningstar. https://www.morningstar.com/news/business-wire/20260211951559/the-oasis-group-and-practifi-release-white-paper-on-crm-selection-in-wealth-management The Oasis Group and Practifi have released a new white paper titled "CRM Selection in Wealth Management: Beyond the Build-vs-Buy Decision" to provide a strategic roadmap for financial advisors.

Dispatch (2026, February 11). Dispatch Announces Upcoming Early Access to Industry-First Automated Schwab Account Onboarding API. Business Wire. https://www.businesswire.com/news/home/20260211138014/en/Dispatch-Announces-Upcoming-Early-Access-to-Industry-First-Automated-Schwab-Account-Onboarding-API Dispatch has announced an upcoming early access program for its new API designed to automate the account onboarding process for Charles Schwab. The solution aims to eliminate manu

Nasdaq. (2024, December 4). Nasdaq Launches New Private Capital Indexes, Expanding its Private Capital Solutions . https://www.nasdaq.com/press-release/nasdaq-launches-new-private-capital-indexes-expanding-its-private-capital-solutions Nasdaq has launched three new private capital indexes designed to enhance transparency and benchmarking within the private market sector. The new suite includes the Nasdaq Private Capital Index, the Nasdaq Private Capital Venture Capital Index,

Gothi, V. (2026, February 11). intelliflo launches AI Suite ‘intelliflo IQ’ for adviser platform. IBS Intelligence. https://ibsintelligence.com/ibsi-news/intelliflo-launches-ai-suite-intelliflo-iq-for-adviser-platform/ UK-based wealthtech provider intelliflo has launched intelliflo IQ, a suite of AI and algorithmic tools embedded within its core adviser platform. The suite was developed in collaboration with Multiply to provide integrated AI solutions directly within existing

Janowski, D. (2026, February 10). Altruist Adds AI Tax Planning to Hazel Platform. Wealth Management. https://www.wealthmanagement.com/artificial-intelligence/altruist-launches-ai-powered-tax-planning-feature-in-hazel-platform-for-advisors Altruist has integrated AI-powered tax planning into its Hazel platform to automate the creation of personalized tax strategies for financial advisors. The system utilizes proprietary logic to analyze client documents including 1040 forms,

CIO Group. (2026, February 11). CIO Group Launches COLOR AI, an Advanced Multi-Asset Multi-Strategy AI for Institutional-Grade Portfolios. Yahoo Finance. https://finance.yahoo.com/news/cio-group-launches-color-ai-150000556.html CIO Group has officially launched COLOR AI, a proprietary platform designed to provide institutional-grade investment strategies across multiple asset classes. The system utilizes advanced machine learning and deep learning architectures to analyze vas

Max. (2026, February 6). Max Launches Comprehensive Private Banking and Lending Capabilities to Meet the Needs of Leading Wealth Management Firms . PRWeb. https://www.prweb.com/releases/max-launches-comprehensive-private-banking-and-lending-capabilities-to-meet-the-needs-of-leading-wealth-management-firms-302680148.html Max has expanded its platform to include comprehensive private banking and lending capabilities designed specifically for wealth management firms. The new sui

Janowski, D. (2026, February 5). Goodfin launches AI agent platform for private market investing. WealthManagement.com . https://www.wealthmanagement.com/artificial-intelligence/goodfin-launches-ai-agent-platform-for-private-market-investing Goodfin has introduced an AI-driven platform called Goodfin Go to streamline investment processes in the private markets. The system utilizes a framework of over 30 specialized AI agents to handle complex research, compliance, and legal d

JioBlackRock Investment Advisers. (2026, February 4). JioBlackRock Investment Advisers launches digital advisory platform for retail investors . https://economictimes.indiatimes.com/ Knote: This is yet another example of why we think the Digital Advice segment in India is one of the hottest WealthTech opportunities globally. JioBlackRock, a 50/50 JV between Jio Financial Services and BlackRock, has just launched a digital advice platform in India. Their digital reach should

Wealth.com . (2026, January 27). Wealth.com Launches Integrated Tax & Estate Planning Platform . https://www.wealth.com/resources/press/wealth-com-launches-tax-planning/ Wealth.com announced the launch of a next-generation tax planning solution that unifies tax strategy, estate planning, and execution workflows into a single platform for financial advisors. The platform addresses complex client needs such as multi-state residency, concentrated equity positions, and advanced t

RIABiz. (2026, January 29). BNY appoints new Pershing chief in latest sign it wants to solidify No. 3 status among RIA custodians, executed by ex-Goldman Sachs CEO with cross-selling vision embedded in the culture . https://riabiz.com/a/2026/1/29/bny-appoints-new-pershing-chief-in-latest-sign-it-wants-to-solidify-no-3-status-among-ria-custodians-executed-by-ex-goldman-sachs-ceo-with-cross-selling-vision-embedded-in-the-culture BNY has appointed a new leader for its Pershing d

Focal. (2026, January 28). Focal Partners With Shaping Wealth to Deliver Science-Backed Behavioral Coaching That Strengthens Advisor-Client Interactions . Business Wire. https://www.businesswire.com/news/home/20260128785792/en/Focal-Partners-With-Shaping-Wealth-to-Deliver-Science-Backed-Behavioral-Coaching-That-Strengthens-Advisor-Client-Interactions WealthTech platform Focal has announced a strategic partnership with Shaping Wealth to integrate behavioral finance coaching in

McKinsey & Company. (2026, January 29). US wealth management in 2035: A transformative decade begins . https://www.mckinsey.com/industries/financial-services/our-insights/us-wealth-management-in-2035-a-transformative-decade-begins   The US wealth management industry is entering a decade defined by the convergence of AI technology, demographic shifts, and evolving consumer trust.  Wealth management is expected to transition from traditional investment advice toward integrated

Kelly, B. (2026, January 30). Schwab creates organization for Neesha Hathi to head up at intersection of wealth and banking after Rick Wurster identifies it as the 'No. 1 thing' from RIAs; analysts say, not so much. RIABiz. https://riabiz.com/a/2026/1/30/schwab-creates-organization-for-neesha-hathi-to-head-up-at-intersection-of-wealth-and-banking-after-rick-wurster-identifies-it-as-the-no-1-thing-from-rias-analysts-say-not-so-much Charles Schwab Corp. has launched a new integ

BlackRock Inc. (2024, September 12). BlackRock and Partners Group launch private markets SMA for wealth platforms . https://www.blackrock.com/corporate/newsroom/press-releases/article/corporate-one/press-releases/blackrock-and-partners-group-launch-private-markets-sma-for-wealth-platforms BlackRock and Partners Group have partnered to launch a first-of-its-kind retail solution that provides access to private equity, private credit, and real assets within a single managed acco

PwC. (2025, November 24). The profitability paradox: Competing for relevance and returns . https://www.pwc.com/gx/en/issues/transformation/asset-and-wealth-management-revolution.html Global assets under management are projected to reach $200 trillion by 2030, yet industry profit as a share of these assets has declined significantly since 2018. Asset managers face structural profitability pressure driven by high cost-to-income ratios and relentless fee competition across both

Deloitte. (n.d.). Digital wealth management transformation: From vision to reality . Deloitte United States. https://www.deloitte.com/us/en/services/consulting/articles/digital-wealth-management-transformation.html   Wealth management firms are facing increasing pressure to modernize their legacy technology infrastructure to meet evolving client expectations.  Successful digital transformation requires a holistic strategy that aligns business goals with technical capabilities

Donachie, P. (2026, January 16). DOL, White House Near Release of Proposed 401(k) Alts Rule. WealthManagement.com . https://www.wealthmanagement.com/regulation-compliance/dol-white-house-near-release-of-proposed-401k-alts-rule The U.S. Department of Labor has submitted a proposed rule to the White House Office of Management and Budget intended to facilitate the inclusion of alternative investments in 401(k) plans. Titled “Fiduciary Duties in Selecting Designated Investment Al

Umpierrez, A. (2026, January 16). Nationwide welcomes new leaders, Income Lab launches AI Scribe . 401(k) Specialist. https://401kspecialistmag.com/nationwide-welcomes-new-leaders-income-lab-launches-ai-scribe/ ·       Nationwide Financial has appointed Misty Kuamoo as Chief Technology Officer to lead technology solutions and accelerate the integration of artificial intelligence. ·       Suzanne Ricklin has been named the leader of Distribution for Nationwide Retirement Solut