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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

PR Newswire. (2026, April 15). iCapital® and Envestnet Expand Strategic Partnership to Incorporate Alternatives and Structured Investments Within Unified Managed Accounts. PR Newswire. https://www.prnewswire.com/news-releases/icapital-and-envestnet-expand-strategic-partnership-to-incorporate-alternatives-and-structured-investments-within-unified-managed-accounts-302743517.html iCapital and Envestnet have expanded their strategic partnership to integrate alternative and struct

Koch, G. (2026, April 16). Morgan Stanley FA-led assets surge as workplace unit heats up. Financial Advisor IQ. https://www.financialadvisoriq.com/c/5139274/726704/morgan_stanley_assets_surge_workplace_unit_heats Morgan Stanley's workplace and E*Trade channels have previously contributed hundreds of billions of dollars in assets to the firm's wealth management unit. These specific financial channels have generated increasingly robust asset flows over recent months. The firm's

Ortolani, A. (2026, April 14). Hightower Nearing Launch of Centralized Advisor Platform. Wealth Management. https://www.wealthmanagement.com/ria-news/hightower-nearing-launch-of-new-centralized-advisor-platform Hightower Advisors plans to launch Hightower One, a new centralized wealth management platform, this summer with a full rollout expected by the end of 2026. The platform is designed to serve as the primary technology suite for the firm’s new Signature Wealth division w

Business Wire. (2026, April 7). Orion and Pontera Expand Collaboration with Integration that Pulls Retirement Accounts Directly into Orion Eclipse Workflows. Business Wire. https://www.businesswire.com/news/home/20260407141838/en/Orion-and-Pontera-Expand-Collaboration-with-Integration-that-Pulls-Retirement-Accounts-Directly-into-Orion-Eclipse-Workflows Orion and Pontera have deepened their partnership through a new integration designed to streamline the management of retireme

Business Wire. (2026, April 9). Farther Launches Multi-Family Office, Setting a New Standard for Generational Wealth Management. Morningstar. https://www.morningstar.com/news/business-wire/20260409681670/farther-launches-multi-family-office-setting-a-new-standard-for-generational-wealth-management Farther has officially launched a dedicated multi-family office to provide specialized wealth management services for ultra-high-net-worth families. The new offering integrates the

Maximize Market Research. (2026, April 9). WealthTech Solutions Market Size to Surpass USD 23.81 Billion by 2032, Shows New Maximize Market Research Analysis. EIN Presswire. https://www.einpresswire.com/article/904711024/wealthtech-solutions-market-size-to-surpass-usd-23-81-billion-by-2032-shows-new-maximize-market-research-analysis The global WealthTech solutions market is projected to reach USD 23.81 billion by 2032, expanding from a 2025 valuation of USD 8.64 billion. The

FinTech Global. (2026). WEALTHTECH100. FinTech Global. WealthTech 100 Report The WEALTHTECH100 is an annual list compiled by industry experts identifying the world's most innovative companies in wealth and asset management, private banking, and financial advisory. A prominent trend across the profiled companies is the integration of artificial intelligence to automate workflows, generate predictive analytics, and provide personalized client advice at scale. Many firms are foc

Misonzhnik, E. (2026, April 9). Private Placement BDCs Meet 74% of Redemption Requests. Wealth Management. https://www.wealthmanagement.com/alternative-investments/private-placement-bdcs-met-three-fourths-of-redemption-requests-in-first-quarter Private placement business development companies (BDCs) fulfilled $1.2 billion in redemption requests during the first quarter of 2026, satisfying 74% of total investor demand. A report from Robert A. Stanger & Company analyzed 19 priv

Britton, D. (2026, April 9). Q&A: Reimagining the advisor experience with AI. Wealth Management. https://www.wealthmanagement.com/artificial-intelligence/fmg_new_ceo_marketing_ai FMG CEO Dave Christensen aims to use artificial intelligence to solve previously unsolvable workflow challenges for financial advisors. The strategic roadmap involves opening the FMG ecosystem to new tool categories and supporting advisors with early-stage prospecting. FMG plans to leverage generativ

InvestSuite. (2026, April 8). InvestSuite Reinvents Performance Reporting for Advisors and Asset Managers with the Launch of StoryTeller - Shifting Data to Instant Dialogue. InvestSuite. https://www.investsuite.com/insights/blogs/investsuite-reinvents-performance-reporting-for-advisors-and-asset-managers-with-the-launch-of-storyteller---shifting-data-to-instant-dialogue-%E2%80%8B InvestSuite has launched StoryTeller in the U.S. to transform static performance reporting into d

Moneycontrol. (2026, April 7). CRED revamps wealth-tech platform Kuvera: Will enable investors to ‘do less but better’. Moneycontrol. https://www.moneycontrol.com/technology/cred-revamps-wealth-tech-platform-kuvera-will-enable-investors-to-do-less-but-better-article-13881921.html Fintech firm CRED has officially upgraded its Kuvera platform to deepen its presence in the Indian wealth management sector. The revamped application focuses on a philosophy of simplified investing t

T. Rowe Price. (2026, March 31). T. Rowe Price Names Bill Cashel As Head Of Alternatives For Its Wealth Channel. T. Rowe Price. https://www.troweprice.com/en/us/press/2026/press-release--t--rowe-price-names-bill-cashel-as-head-of-altern T. Rowe Price has appointed Bill Cashel as the new Head of Alternatives for U.S. Wealth to lead the firm's expanding private markets engagement. Bill Cashel will oversee the delivery of alternative investment capabilities from both T. Rowe Pri

Breen, O. (2026, April 2). State Street signals it's ready to 'disrupt' RIA custody five years after abrupt exit, madly hiring Altruist veterans to build Apex powered, 'digitally native' Al platform, but no official word yet. RIABiz. https://riabiz.com/a/2026/4/3/state-street-signals-its-ready-to-disrupt-ria-custody-five-years-after-abrupt-exit-madly-hiring-altruist-veterans-to-build-apex-powered-digitally-native-al-platform-but-no-official-word-yet State Street Global Adviso

Janowski, D. (2026, April 1). Free AI Risk Platform Debuts for Advisors. WealthManagement.com . https://www.wealthmanagement.com/advisor-support-platforms/new-ai-risk-platform-launches-for-financial-advisors UX Wealth, a US based TAMP, has launched riskDNA, a specialized AI-native platform designed to provide financial advisors with advanced risk intelligence and portfolio analytics. But, it also includes financial planning and CRM. The software is available to advisors witho

Employee Benefits Security Administration. (2026, March 31). Fiduciary duties in selecting designated investment alternatives. Federal Register. https://public-inspection.federalregister.gov/2026-06178.pdf The Employee Benefits Security Administration issued a proposed rule to establish a process-based safe harbor for fiduciaries selecting designated investment alternatives under participant-directed defined contribution plans. This regulation aims to reduce the regulatory bu

Bank of America. (2026, March 26). Merrill and Bank of America Private Bank Launch AI-Powered Meeting Journey. Bank of America Newsroom. https://newsroom.bankofamerica.com/content/newsroom/press-releases/2026/03/merrill-and-bank-of-america-private-bank-launch-ai-powered-meeti.html Merrill and Bank of America Private Bank have launched "AI-Powered Meeting Journey," an integrated solution designed to automate the full lifecycle of client engagement for financial advisors. The p

FinTech Global. (2026, March 25). Flanks launches AI financial advisor for wealth managers. FinTech Global. https://fintech.global/2026/03/25/flanks-launches-ai-financial-advisor-for-wealth-managers/ WealthTech firm Flanks, a company best known for its account aggregation, has launched a new AI Financial Advisor designed to serve as an intelligent co-pilot for wealth management professionals. The platform utilizes a multi-agent AI framework that allows advisors to interrogate

Corebridge Financial and Equitable Holdings. (2026, March 25). Corebridge Financial and Equitable Holdings Announce Transformational Merger. Business Wire. https://www.businesswire.com/news/home/20260325187893/en/Corebridge-Financial-and-Equitable-Holdings-Announce-Transformational-Merger Corebridge Financial and Equitable Holdings have entered into a definitive agreement to merge in an all-stock transaction. The combined entity will establish a premier financial services pro

Whitbread, S. (2026, March 24). Fundment tops Defaqto 2026 Platform Service Ratings in adviser survey. IFA Magazine. https://ifamagazine.com/fundment-tops-defaqto-2026-platform-service-ratings-in-adviser-survey/ UK-based AdvisorOS firm Fundment achieved the highest overall ranking in Defaqto’s 2026 Platform Service Ratings by outperforming larger and more established industry providers. The 2026 ratings were determined by an independent survey of 384 financial advisers who ev