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Broadridge Financial Solutions. (2026, June 16). Aviso advances technology modernization with Broadridge's wealth platform. Yahoo Finance. https://ca.finance.yahoo.com/news/aviso-advances-technology-modernization-broadridges-113000089.html Canadian wealth services provider Aviso is collaborating with Broadridge Financial Solutions, Inc. to support the next phase of technology modernization for its Aviso Correspondent Partners business by deploying Broadridge's Wealth Platform

O'Connell, J. (2026, June 15). Agentic AI is not a chatbot. The Oasis Group. https://theoasisgrp.com/peaks-perspective/agentic-ai-is-not-a-chatbot/ Agentic AI differs from a chatbot because it takes action toward a defined objective across multiple systems through multi-step reasoning and tool use rather than producing a single response to a prompt. It is distinct from robotic process automation in that it can reason, adapt to exceptions, and route unusual cases for human rev

Here is a quick summary of recent Alts2Wealth activity: Altruist launches fully integrated alternatives capabilities in partnership with Blackstone, KKR, JPAM Franklin adds alternative assets models with Corastone RFG partners with iCapital for alternatives Morningstar partners with Apollo, Franklin Templeton and J.P. Morgan Asset Management to launch public/private model portfolios Stepstone and PitchBook launch private asset benchmarking product Robinhood's Venture Fund I (

Mili. (2026, June 15). First state financial management selects Mili, bringing AI-powered advisor workflows to community bank wealth management. PR Newswire. https://www.prnewswire.com/news-releases/first-state-financial-management-selects-mili-bringing-ai-powered-advisor-workflows-to-community-bank-wealth-management-302800293.html First State Financial Management, the wealth management subsidiary of the $4.5 billion First State Community Bank in Missouri, has selected Mili a

Shome, A. (2026, June 15). "We are very acquisitive": eToro considers buying wealth-tech firms, mulls banking licence. Finance Magnates. https://www.financemagnates.com/fintech/we-are-very-acquisitive-etoro-considers-buying-wealth-tech-firms-mulls-banking-licence/ eToro co-founder and CEO Yoni Assia confirmed that the Nasdaq-listed company is pursuing multiple acquisitions in the wealth-technology space following its public listing last year. The firm is in talks with two wea

Voss, M. (2026, June 12). Scale, differentiate, or get left behind: Inside the 2026 TAMP Growth Summit leadership panel. The Wealth Advisor. https://www.thewealthadvisor.com/article/scale-differentiate-or-get-left-behind-inside-2026-tamp-growth-summit-leadership-panel The Wealth Advisor's TAMP Growth Summit, held June 10, 2026, convened executives from across the outsourced wealth management ecosystem, with participating firms reporting roughly 32% annual asset growth in rece

Haxell, J. (2026, June 9). Vestd secures Foresight backing for growth push. FinTech Global. https://fintech.global/2026/06/09/vestd-secures-foresight-backing-for-growth-push/ Vestd, a UK sharetech platform focused on equity inclusion for private companies, has secured a growth investment from Foresight Group in its first-ever institutional funding round. The investment will fund development of Vestd's infrastructure as a licensed PISCES operator under the Financial Conduct Au

D1g1t Inc. (2026, June 9). Goodreid Investment Counsel deploys d1g1t to scale operations and digitally transform the client experience. PR Newswire. https://www.prnewswire.com/news-releases/goodreid-investment-counsel-deploys-d1g1t-to-scale-operations-and-digitally-transform-the-client-experience-302792169.html d1g1t announced that Goodreid Investment Counsel has deployed its institutional-grade wealth management platform to support business growth and deliver a more connecte

Business Wire. (2026, June 8). Zinnia introduces headless order entry capabilities to power the next era of insurance distribution. Business Wire. https://www.businesswire.com/news/home/20260608997424/en/Zinnia-Introduces-Headless-Order-Entry-Capabilities-to-Power-the-Next-Era-of-Insurance-Distribution Zinnia, a life and annuity insurance technology platform, announced the launch of its headless annuity order entry capabilities. The offering enables carriers, banks, broker-de

Haxell, J. (2026, June 5). Amplify adds Wealthbox CRM to multi-custodial platform. FinTech Global. https://fintech.global/2026/06/05/amplify-adds-wealthbox-crm-to-multi-custodial-platform/ Amplify Technology, an AI-native RIA operating platform built on data lake architecture, has announced a new integration with Wealthbox CRM, a widely adopted CRM platform in the independent advisory space. The integration enables client data held within Wealthbox to flow directly into Ampli

Haxell, J. (2026, June 5). AI adoption surges among investment managers in 2026. FinTech Global. https://fintech.global/2026/06/05/ai-adoption-surges-among-investment-managers-in-2026/ Seven in ten investment managers are now actively deploying artificial intelligence in their front offices, according to SimCorp's 2026 InvestOps Report. This figure represents a sharp increase from the prior year's survey, in which only about one in ten respondents were actively using AI tools

Ortolani, A. (2026, June 3). Robinhood, TradePMR launch RIA referral program. Wealth Management. https://www.wealthmanagement.com/ria-news/robinhood-and-custodian-tradepmr-launch-ria-referral-program Robinhood and TradePMR's financial advisor referral network has gone live with a select group of registered investment advisors and clients, announced at the firm's Synergy26 conference in Washington, D.C. The Robinhood Advisor Network began as a pilot in March and was refined wi

Almazora, L. (2026, June 3). Larry Roth joins JIFFY AI advisory board as wealth tech race heats up. InvestmentNews. https://www.investmentnews.com/fintech/larry-roth-joins-jiffy-ai-advisory-board-as-wealth-tech-race-heats-up/266852 Larry Roth, a veteran independent broker-dealer executive, has joined the advisory board of Milpitas, California-based artificial intelligence company JIFFY AI, which focuses on wealth management technology. Roth brings over three decades of leader

Breen, O. (2026, June 3). Schwab elicits strong RIA reactions about planned wealth office expansion into local communities with many advisors saying 'bring it on' but smaller RIAs could find out they're 'building on rented land,' analyst says. RIABiz. https://riabiz.com/a/2026/6/3/schwab-elicits-strong-ria-reactions-about-planned-wealth-office-expansion-into-local-communities-with-many-advisors-saying-bring-it-on-but-smaller-rias-could-find-out-theyre-building-on-rented-land-

Bojarski, S. (2026, June 3). Robinhood launches forgivable loans for RIAs, preps wider referral rollout. Citywire. https://citywire.com/ria/news/robinhood-launches-forgivable-loans-for-rias-preps-wider-referral-rollout/a2491113?refea=2191876&link_id=2206813 Robinhood has introduced new offerings for RIAs on its TradePMR custody platform as the Robinhood Advisor Network referral program exits its pilot stage. The new offerings include forgivable loans on eligible net new asset

O'Connell, J. (2026, June 1). Your regulator isn't the SEC. Your risk is bigger than you think. The Oasis Group. https://theoasisgrp.com/peaks-perspective/your-regulator-isnt-the-sec-your-risk-is-bigger-than-you-think/ Trust organizations are deploying AI across investment analysis, beneficiary communications, and trust accounting without building the corresponding governance infrastructure. Trust companies are held to the prudent investor standard rather than a regulatory ch

Chowdhry, A. (2026, May 29). FMG: AI-Based Marketing Intelligence System Launched To Better Serve 80,000+ Advisors And Insurance Professionals. Pulse 2.0. https://pulse2.com/fmg-ai-based-marketing-intelligence-system-launched-to-better-serve-80000-advisors-and-insurance-professionals/ FMG launched an internal AI-powered Marketing Intelligence System to help teams access approved sales materials and support over 80,000 advisors and insurance professionals with improved speed a

Fintech News Singapore. (2026, June 1). DBS to Open 18 Wealth Centres Across Asia as Affluent Demand Grows. Fintech Singapore. https://fintechnews.sg/132334/wealthtech/dbs-wealth-centres/ DBS, a Singapore-based bank and wealth manager, announced plans to open 18 new wealth centers and upgrade 36 existing locations across Asia by the end of 2027 to accommodate growing demand for wealth management services. The expansion will encompass strategic locations across Singapore, Hong

Source: Broadridge https://share.google/EM4jzAERajenw3UoK **Headline shift: AI overtakes cloud** - GenAI surpassed cloud as the technology firms say delivers the greatest business impact (28% vs. 21%), a +17pp jump for GenAI year-over-year. - AI usage hit critical mass: 80% of firms now use GenAI or predictive AI, up from 31% in 2025 (+49pp), with 27% already realizing financial benefits (up from 14%). - Firms now allocate roughly one-third of technology budgets to innovation

Janowski, D. (2026, May 27). Bill Crager to lead new company, Field. Wealth Management. https://www.wealthmanagement.com/advisor-support-platforms/bill-crager-to-lead-new-company-field Former Envestnet CEO Bill Crager has returned to a leadership role as the CEO of a new wealthtech firm named Field. The company was established through the integration of two strategic acquisitions, BridgeFT and Precept, made via the investment firm iAltA. Field is designed to serve as a founda