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Arch. (2026, September 29). Arch extends AI portfolio monitoring to pre-investment diligence, supporting the full private markets lifecycle. Business Wire. https://www.businesswire.com/news/home/20260929501875/en/Arch-Extends-AI-Portfolio-Monitoring-to-Pre-Investment-Diligence-Supporting-the-Full-Private-Markets-Lifecycle Arch announced Arch Investment Research, extending its private markets platform into pre-investment due diligence for investment teams at RIAs, single-famil

Charles Schwab. (2026, September 30). Meet Charley, Schwab's new AI-powered assistant designed to help clients get answers and take action. https://pressroom.aboutschwab.com/press-releases/press-release/2026/Meet-Charley-Schwabs-New-AI-Powered-Assistant-Designed-to-Help-Clients-Get-Answers-and-Take-Action/default.aspx Charles Schwab announced Charley, a generative AI-powered assistant that will roll out in phases beginning in October to eligible U.S. retail clients on Schwab.

Internal Revenue Service. (2026, September 28). Guidance and other actions being considered regarding certain potentially abusive investment fund strategies involving financial products (Notice 2026-62). https://www.irs.gov/pub/irs-drop/n-26-62.pdf The Treasury Department and the IRS issued Notice 2026-62, identifying novel investment fund strategies that purport to produce tax results that may be inconsistent with the purpose of federal tax rules, alongside companion Revenue

Ortolani, A. (2026, September 29). BNY Pershing sunsetting Wove wealth platform. WealthManagement.com. https://www.wealthmanagement.com/ria-news/bny-pershing-revamping-wove-wealth-platform BNY Pershing is dismantling its multi-custodial wealth management platform, Wove, and folding its best components into the custodian's larger wealth solutions business, according to the firm and clients familiar with the platform. BNY is moving away from the branded platform and aims to off

Robinhood. (2026, September 29). Robinhood puts the power of hedge funds in every trader's pocket. Robinhood Newsroom. https://robinhood.com/us/en/newsroom/hood-summit-2026/ At HOOD Summit 2026 in Houston, Robinhood announced Robinhood Agents, a fully embedded AI experience that can analyze the market, build strategies, and trade on a customer's behalf around the clock. Since Robinhood launched agentic trading in May for tech-savvy customers connecting their own third-party A

XYPN. (2026, September 29). XYPN adds Income Lab as a member benefit, expanding access to a leading financial planning platform. GlobeNewswire. https://www.globenewswire.com/news-release/2026/09/30/3371471/0/en/xypn-adds-income-lab-as-a-member-benefit-expanding-access-to-a-leading-financial-planning-platform.html XYPN announced a partnership with Income Lab, a financial planning platform known for its retirement income planning capabilities, making Income Lab available as a m

XYPN. (2026, September 29). XYPN partners with Jump to help advisors harness the next generation of compliant AI-powered growth. GlobeNewswire. https://www.globenewswire.com/news-release/2026/09/30/3371472/0/en/xypn-partners-with-jump-to-help-advisors-harness-the-next-generation-of-compliant-ai-powered-growth.html XYPN, a business support platform for fee-only financial planners, announced a partnership with Jump, an AI platform that automates the client meeting lifecycle fro

CD Valet. (2026, September 29). CD Valet launches Financial Advisor Marketplace, giving RIAs a new, independent path to organic growth. PR Newswire. https://www.prnewswire.com/news-releases/cd-valet-launches-financial-advisor-marketplace-giving-rias-a-new-independent-path-to-organic-growth-302891164.html CD Valet, a digital marketplace that helps investors compare and choose certificates of deposit, announced the launch of its Financial Advisor Marketplace, a platform designe

The Depository Trust & Clearing Corporation (DTCC) and iCapital announced a strategic collaboration on September 28 to advance private markets infrastructure, alongside a strategic investment by DTCC in iCapital. Terms were not disclosed. The firms plan to further integrate DTCC's Alternative Investment Product (AIP) with iCapital's alternative investment platform, and Talia Klein, DTCC's Head of Wealth & Investment Solutions, will serve as an observer on iCapital's board. iC

Jump. (2026, September 22). Northwestern Mutual selects Jump as its enterprise AI partner. https://jump.ai/blog/northwestern-mutual-selects-jump-as-its-enterprise-ai-partner Northwestern Mutual selected Jump as its enterprise AI partner, making Jump's enterprise suite available to approximately 22,000 financial representatives, advisors, and team members across 85 network offices and its home office. According to Jump, Northwestern Mutual, which has a nearly 170-year history