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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

Donachie, P. (2026, May 22). AI Creates Further Risk in the 'Wild West' of Finfluencers. WealthManagement.com. https://www.wealthmanagement.com/regulation-compliance/finra-warns-finfluencers-pose-growing-risk-to-investors The Financial Industry Regulatory Authority identifies financial influencers, or finfluencers, as a significant emerging threat to retail investor protection. Regulatory authorities are concerned that social media personalities often promote complex financia

Graber, S., Nowakowski, J. J., Edwards, A. L., & O'Brien, J. J. (2026, May 19). SEC Staff Permits Mutual Fund and ETF Joint Transactions. Morgan Lewis. https://www.morganlewis.com/pubs/2026/05/sec-staff-permits-mutual-fund-and-etf-joint-transactions The SEC Staff issued a transformative no-action letter on April 27, 2026, that expands exempt relief for closed-end fund private asset transactions to now include open-end mutual funds and ETFs. This regulatory relief reverses his

The Daily Upside. (2026, May 21). Envestnet, Orion partnerships add new advisor tools to competing TAMPs. The Daily Upside. https://www.thedailyupside.com/advisor/wealthtech/envestnet-orion-partnerships-add-new-advisor-tools-to-competing-tamps/ Established TAMPs are actively building interconnected technology ecosystems to provide financial planning professionals with better tools. Orion recently introduced an upgraded integration with Flourish that allows eligible client cas

Southall, B. (2026, May 13). Orion headhunts Yi-Ching Wu from AssetMark -- its second attempt in 14 months to fill a crucial role -- 'to put a phone book onto a postage stamp' and weave together its tech and investment businesses. RIABiz. https://riabiz.com/a/2026/5/14/orion-headhunts-yi-ching-wu-from-assetmark-its-second-attempt-in-14-months-to-fill-a-crucial-role-to-put-a-phone-book-onto-a-postage-stamp-and-weave-together-its-tech-and-investment-businesses Orion has hired Y

Inabinet, J., & Sun, Y. (2026, May 13). Anthropic slams tokenized equity instruments, tanks onchain pre-IPO share prices. Yahoo Finance / Bloomberg. https://finance.yahoo.com/news/anthropic-slams-tokenized-equity-instruments-190547070.html Anthropic has officially warned investors that any unauthorized transfers of its private shares through tokenized products or secondary marketplaces are void and carry no legal value. The company updated its investor warning to explicitly n

Misonzhnik, E. (2026, May 11). Franklin Templeton Launches New Private Markets Models with Corastone. Wealth Management. https://www.wealthmanagement.com/alternative-investments/franklin-templeton-corastone-team-up-on-private-market-models Franklin Templeton has collaborated with digital platform Corastone to launch multi-asset private market model portfolios. These models provide investors with diversified exposure to private equity, private credit, private real estate, and

Upadhyay, H. (2026, May 11). Exclusive: Centricity in talks to raise $30 Mn round led by MUFG and SIG. Entrackr. https://entrackr.com/exclusive/exclusive-centricity-in-talks-to-raise-30-mn-round-led-by-mufg-and-sig-11822996 Wealthtech startup Centricity is currently in negotiations to secure approximately $30 million in a new funding round led by MUFG and SIG. This potential investment is expected to value the Gurugram-based company at $250 million, effectively doubling

Pulse 2. (2024, May 6). Wells Fargo Launches Advisor Gateway Platform With AI-Powered Tools for Financial Advisors. https://pulse2.com/wells-fargo-launches-advisor-gateway-platform-with-ai-powered-tools-for-financial-advisors/ Wells Fargo has introduced Advisor Gateway, a unified desktop platform designed to streamline workflows for financial advisors by integrating various applications and tools. One of the latest capabilities integrated into Advisor Gateway is 'Propo

Werman, R. (2026, May 6). BlackRock’s Aladdin, RedBlack unveil updates targeting alts gaps. InvestmentNews. https://www.investmentnews.com/fintech/blackrocks-aladdin-redblack-unveil-updates-targeting-alts-gaps/266471 BlackRock and RedBlack recently launched new technology integrations designed to improve data analytics and trading workflows for alternative investments. BlackRock’s Aladdin platform expanded its private credit capabilities by integrating asset-level benc

Southall, B. (2026, May 5). Anthropic launches private-label financial AI 'agents' on same day as Schwab enters artificial intelligence fray, and its shares rise with LPL, Raymond James. RIABiz. https://riabiz.com/a/2026/5/6/anthropic-launches-private-label-financial-ai-agents-on-same-day-as-schwab-enters-artificial-intelligence-fray-and-its-shares-rise-with-lpl-raymond-james Anthropic launched ten specialized AI agents designed to automate complex financial services w

Bengaluru-based trading platform Sahi has raised $33 million in a Series B funding round led by Accel Growth with participation from Elevation Capital and Accel India. This investment brings the firm to a $200 million valuation just over a year after its initial launch. Sahi focuses on providing a high-performance broking interface for active retail traders and technologists who require high-speed execution and precision. The company plans to utilize the new capital to broad

The Founders Arena. (2026, April 28). The Founders Arena Selects New Cohort of WealthTech Startups Redefining the Financial Landscape. Yahoo Finance. https://finance.yahoo.com/markets/crypto/articles/founders-arena-selects-cohort-wealthtech-123800569.html The Founders Arena has officially announced its sixth global accelerator cohort, featuring six startups focused on transforming the financial services sector. This hybrid program is a collaborative effort involving First Rat

Ortolani, A. (2026, April 28). $6.5B Sowell Launches Private Wealth Unit for Clients with $5M and Up. Wealth Management. https://www.wealthmanagement.com/ria-news/-6b-sowell-launches-private-wealth-division-for-clients-with-5m-and-up Sowell Management, a registered investment advisor with over $6.5 billion in assets under management, launched Cache River Private Wealth to focus on households with at least $5 million in net worth. The new division aims to provide multi-generat

Britton, D. (2026, April 28). RFG Advisory Invests in AI Notetaking Platform Zocks. Wealth Management. https://www.wealthmanagement.com/ria-news/rfg-advisory-invests-ai-notetaking-platform-zocks RFG Advisory, a hybrid RIA platform with $7.3 billion in assets, made a strategic investment in Zocks Communications, an AI assistant for financial advisors. Zocks co-founder and CEO Mark Gilbert and former Envestnet executive Jim Patrick have been appointed to RFG's board of director

Southall, B. (2026, April 24). Advyzon stages ‘coup’ by bagging $676-billion Citi Wealth account as part of the Andy Sieg tech revamp -- and making it look easy. RIABiz. https://riabiz.com/a/2026/4/25/advyzon-stages-coup-by-bagging-676-billion-citi-wealth-account-as-part-of-the-andy-sieg-tech-revamp-and-making-it-look-easy Advyzon secured a major contract to provide the technology infrastructure for Citi Wealth’s $676 billion in assets. Citi Wealth Head Andy Sieg initiated th

Misonzhnik, E. (2026, April 21). Citi Wealth Partners With Advyzon for Global UMA Launch. Wealth Management. https://www.wealthmanagement.com/alternative-investments/citi-wealth-partners-with-advyzon-on-a-global-uma Citi Wealth has entered a strategic partnership with Advyzon and Advyzon Investment Management to develop a Global Unified Managed Account (UMA) program. The initiative targets clients across Citi Private Bank, Wealth at Work, and Citigold groups in major global r

FINNY AI Inc. (2026, April 14). FINNY debuts 'Hunter', new AI agent that thinks, guides and acts as chief growth officer for advisors. Business Wire. https://www.businesswire.com/news/home/20260414451772/en/FINNY-Debuts-Hunter-New-AI-Agent-That-Thinks-Guides-and-Acts-as-Chief-Growth-Officer-for-Advisors FINNY AI introduced Hunter, an artificial intelligence engine meant to automate marketing strategy, content creation, and campaign execution for financial advisors. The tool a

Morningstar Wealth & the lang cat. (2026, April). Unlocking the next phase of MPS growth: Connecting platforms and MPS more effectively. Managed Portfolio Services (MPS) have evolved from a specialist outsourcing option into a core component of Centralised Investment Propositions (CIPs) , becoming a defining feature of the UK advice market. A significant 87% of surveyed advice firms have a documented CIP , indicating a highly structured approach to investment governance. CIP

CNBC. (2026, April 16). Charles Schwab to launch direct Bitcoin, Ethereum trading to compete with Robinhood. CNBC. https://www.cnbc.com/2026/04/16/charles-schwab-to-launch-direct-bitcoin-ethereum-trading-to-compete-with-robinhood.html Charles Schwab plans to launch direct spot trading for Bitcoin and Ethereum by June 2026 to compete with fintech platforms like Robinhood. The service will be managed through Charles Schwab Premier Bank, SSB, indicating a focus on regulatory com