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Etico Financial. (2026, July 8). Etico appoints wealthtech veteran Walter Gengarelly as inaugural chief technology officer. EIN Presswire. https://tech.einnews.com/pr_news/924792904/etico-appoints-wealthtech-veteran-walter-gengarelly-as-inaugural-chief-technology-officer Etico Financial, a new-generation financial services and technology firm backed by EOS Ventures, appointed Walter Gengarelly as its inaugural Chief Technology Officer. Gengarelly will lead the firm's technolo

PureFacts Financial Solutions. (2026, July 8). PureFacts partners with WealthTechs to launch next-generation data aggregation and ingestion capability. Morningstar. https://www.morningstar.com/news/pr-newswire/20260708to99563/purefacts-partners-with-wealthtechs-to-launch-next-generation-data-aggregation-and-ingestion-capability PureFacts Financial Solutions announced a strategic partnership with WealthTechs on July 8, 2026, combining a Revenue Performance Management provider

Southall, B., & Breen, O. (2026, July 8). Morningstar's sale of ByAllAccounts to Pello won't close -- the latest mishap in the 'aggregation' category as Plaid seeks IPO and CFPB mulls plan to allow data fees. RIABiz. https://riabiz.com/a/2026/7/9/morningstars-sale-of-byallaccounts-to-pello-wont-close-the-latest-mishap-in-the-aggregation-category-as-plaid-seeks-ipo-and-cfpb-mulls-plan-to-allow-data-fees Morningstar's planned sale of its ByAllAccounts account aggregation unit t

jhaxell. (2026, July 7). WealthAi and Flanks unite to fix wealth data woes. FinTech Global. https://fintech.global/2026/07/07/wealthai-and-flanks-unite-to-fix-wealth-data-woes/ WealthAi, an AI operating system for wealth managers, has partnered with Flanks, a provider of AI-driven wealth data infrastructure, to address fragmented and costly industry data. WealthAi platform users will gain direct access to institution-grade information sourced from more than 650 institutions w

Southall, B. (2026, June 24). Salesforce tries to catch up on AI -- and halt precipitous stock slide -- with launch of 'Agentic Advisor' for RIAs, but experts are raising a litany of concerns from costs, to benefits and the hassle of implentation. RIABiz. https://riabiz.com/a/2026/6/24/salesforce-tries-to-catch-up-on-ai-and-halt-precipitous-stock-slide-with-launch-of-agentic-advisor-for-rias-but-experts-are-raising-a-litany-of-concerns-from-costs-to-benefits-and-the-hassle-of

Tiburon Strategic Advisors. (2026). Wealth & investment management technology & outsourcing strategies. Tiburon Strategic Advisors. Tiburon Strategic Advisors released a new Tiburon Written Research topic on wealth and investment management technology and outsourcing strategies, with additional basic coverage of banking technology (deposits, lending, and payments) and insurance technology (InsurTech). The report frames the subject through five historical phases: portfolio acc

Barstein, F. (2026, June 29). Why convergence of wealth and retirement is heating up now. Wealth Management. https://www.wealthmanagement.com/rpa-news/why-convergence-of-wealth-and-retirement-is-heating-up-now Creative Planning CEO Peter Mallouk called the convergence of wealth and retirement at the workplace his firm's biggest opportunity over the next couple of years. LPL retirement leader Michael Doshier noted that advisors who also handle retirement plans grow 2.1 times f

FactSet. (2026, June 29). FactSet expands wealth management workflow AI capabilities through partnership with TIFIN.AI. FactSet. https://investor.factset.com/news-releases/news-release-details/factset-expands-wealth-management-workflow-ai-capabilities FactSet announced a partnership with TIFIN.AI to accelerate the delivery of next-generation, AI-powered workflows for wealth management firms. FactSet has made a strategic investment in TIFIN.AI to reinforce the long-term collab

Breen, O. (2026, July 2). Vestmark strikes 'standalone-RIA' black gold as (TAMP) AUM leaps past $50-billion -- a five-fold increase -- after critical upgrade triggers T. Rowe Price, BlackRock, Capital Group, and VanEck referral gusher. RIABiz. https://riabiz.com/a/2026/7/3/vestmark-strikes-standalone-ria-black-gold-as-tamp-aum-leaps-past-50-billion-a-five-fold-increase-after-critical-upgrade-triggers-t-rowe-price-blackrock-capital-group-and-vaneck-referral-gusher Vestmark Adv

Breen, O. (2026, July 1). Trump accounts touch off rush to siphon rollovers from Trump-favored Robinhood, including Acorns' new ploy -- a kiddie advisory board – which draws analysts' scoffs and plaudits as the micro-niche heats up. RIABiz. https://riabiz.com/a/2026/7/2/trump-accounts-touch-off-rush-to-siphon-rollovers-from-trump-favored-robinhood-including-acorns-new-ploy-a-kiddie-advisory-board-which-draws-analysts-scoffs-and-plaudits-as-the-micro-niche-heats-up Acorns name

Peluso, J. (2026, June 26). Thurston Capital expands advisor technology ecosystem. AdvisorHub. https://www.advisorhub.com/resources/thurston-capital-expands-advisor-technology-ecosystem/ Thurston Capital has expanded its advisor technology ecosystem through a series of strategic investments aimed at strengthening advisor resources, enhancing client engagement, and improving operational efficiency. Chief Experience Officer Regina Rudnick said the additions reflect the firm's c

Product — WealthFeed: An AI-powered prospecting and organic-growth platform for financial advisors that surfaces real-time "money-in-motion" intelligence (inheritances, liquidity events, business sales, promotions, retirements), warm-introduction paths, data enrichment, compliant outreach, and inbound web-lead capture. Customer — The Mather Group (TMG): A Chicago-based, fee-only, planning-led national RIA (founded 2011) serving high- and ultra-high-net-worth families, which h

Orion. (2026, June 29). Orion among the first in wealthtech to earn ISO 42001, the international AI management system standard. Business Wire. https://www.businesswire.com/news/home/20260629832926/en/Orion-Among-the-First-in-Wealthtech-to-Earn-ISO-42001-the-International-AI-Management-System-Standard Orion announced it has achieved ISO/IEC 42001 certification, the first international standard for artificial intelligence management systems, following an independent third-party

Hubbis. (2026, June 29). Maybank equips relationship managers with AI-driven advisory platform. Hubbis. https://www.hubbis.com/news/maybank-equips-relationship-managers-with-ai-driven-advisory-platform Maybank is introducing new AI-powered advisory tools to enhance its wealth management offering and support relationship managers with more data-led client engagement. The Malaysian banking group is rolling out Advisor Assist, a wealth advisory platform developed by wealth techn

The Fintech Times. (2026, June 27). Oxyfinz unveils free software initiative to bridge the UAE wealth management technology gap. The Fintech Times. https://thefintechtimes.com/oxyfinz-unveils-free-software-initiative-to-bridge-the-uae-wealth-management-technology-gap/ UAE-based wealthtech and data intelligence platform Oxyfinz has launched an SME growth initiative that grants select boutique firms free access to enterprise-grade portfolio management tools and data infrastruct

Margaria, S., Kim, H., Lim, J., Reyna, D., Roy, M., & Beogradlija, V. (2026, June 15). 2026 US model portfolio landscape. Morningstar. https://www.morningstar.com/en-us/business/insights/research/model-portfolio-landscape Third-party model portfolio assets reached USD 934 billion at the end of March 2026, a 46% increase over the trailing year and more than triple the level of Morningstar's first survey in June 2021, approaching the USD 1 trillion mark. BlackRock remained the

Wealth Management Staff. (2026, June 25). Hightower's next phase: Signature Wealth, Hightower One and the role of wealthtech. WealthManagement.com. https://www.wealthmanagement.com/ria-edge/hightower-s-next-phase-signature-wealth-hightower-one-and-the-role-of-wealthtech CEO Larry Restieri states that Hightower's next phase focuses on consolidating around its new brand, Hightower Signature Wealth, which he describes as the firm's in-house, fully integrated RIA model. Restieri

Janowski, D. (2026, June 23). RightCapital launches Iris AI agent to streamline financial planning workflow. Wealth Management. https://www.wealthmanagement.com/artificial-intelligence/rightcapital-launches-iris RightCapital has introduced Iris, an AI planning agent built to help financial advisors create and manage client financial plans without disrupting existing workflows. The company states that Iris is the first AI agent capable of directly analyzing client information

Clark, G. (2026, June 22). Jade enters WealthTech fray to arm advisors against concentrated stock risk. BriefGlance. https://briefglance.com/articles/jade-enters-wealthtech-fray-to-arm-advisors-against-concentrated-stock-risk Jade, a Boston-based financial technology firm co-founded by Jared Lucas and Steven Dorval, launched on June 22, 2026, with an integrated options platform aimed at helping registered investment advisors manage concentrated stock positions. Concentrated p

Vanguard. (2026, June 16). Vanguard's 25th "How America Saves" reveals a quiet retirement revolution. Vanguard. https://corporate.vanguard.com/content/corporatesite/us/en/corp/who-we-are/pressroom/press-release-vanguards-twenty-fifth-how-america-saves-reveals-quiet-retirement-revolution-061626.html The 25th annual report analyzes the retirement behaviors of nearly five million American workers and indicates savers are in a stronger position than ever. Participation in retirem