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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

WEALTHTECH SAFARI A Guided Tour of WealthTech News Week of April 3, 2026 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’ AI platform • State Street Global Advisors, the asset management arm of one of the world’s largest custodian banks, is reportedly developing a digitally native RIA custody platform leveraging AI and Apex Fintech Solutions, having recruited

Dhan, a prominent stock trading platform operated by Moneylicious Securities, is reportedly in advanced discussions to acquire the wealth management startup Infinyte Club for approximately $10 million in a combination of cash and equity. This strategic move aims to broaden the service offerings of the parent company, Raise Financial Services, as it seeks to capture a larger share of the growing wealth management sector in India. Infinyte Club, which previously secured $3.6 mi

CNBC-TV18. (2026, March 24). AI, fintech boom: QED Investors' India Field Notes 2026. CNBC-TV18. https://www.cnbctv18.com/videos/business/startup/ai-fintech-boom-qed-investors-india-field-notes-2026-19878028.htm Artificial intelligence spending in Indian financial services is projected to double by 2026 as the technology becomes a core component of financial infrastructure. QED Investors forecasts that global fintech revenues will increase six-fold to reach an estimated $1.5

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