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Docupace Technologies, Inc. (2026, October 14). Docupace launches Docupace Next, the next generation platform for modern wealth operations. PR Newswire. https://www.prnewswire.com/news-releases/docupace-launches-docupace-next-the-next-generation-platform-for-modern-wealth-operations-302907699.html Docupace, a provider of back-office software for wealth management enterprises and financial advisors, announced the availability of Docupace Next 1.0, the next generation of its We

DeepVest. (2026, October 15). DeepVest launches PlanLab, expanding its agentic platform into financial planning. Business Wire. https://www.businesswire.com/news/home/20261015573142/en/DeepVest-Launches-PlanLab-Expanding-Its-Agentic-Platform-Into-Financial-Planning DeepVest, the agentic front office for financial advisors, launched PlanLab, a financial planning capability whose interactive plan spans 11 planning domains and maps 53 connections between them. PlanLab covers ret

Cerulli finds 401(k) retirement income needs advice, not just products Cerulli Associates’ U.S. Defined Contribution Distribution 2026 report found 46% of pre-retirees want to withdraw money when needed, 39% want guaranteed monthly income, and nearly 40% want a personalized, actionable retirement plan. With DC consultants suggesting the average plan may need two or three income options, adoption hinges on participant advice and recordkeeper infrastructure, opening a lane for

Connecticut Wealth Management. (2026, October 14). Connecticut Wealth Management selects Subatomic to build its AI operating system. EIN Presswire. https://www.einpresswire.com/article/949411883/connecticut-wealth-management-selects-subatomic-to-build-its-ai-operating-system Connecticut Wealth Management (CTWM), an independent registered investment advisor serving more than 1,300 client families, has hired Subatomic in a five-year partnership to build the firm's AI Operating

DriveWealth. (2026, October 15). DriveWealth and TrueMoney to bring U.S. stock investing to 30 million digital wallet users. Business Wire. https://www.businesswire.com/news/home/20261015629297/en/DriveWealth-and-TrueMoney-to-Bring-U.S.-Stock-Investing-to-30-Million-Digital-Wallet-Users DriveWealth, a global Brokerage-as-a-Service platform, and TrueMoney, a Southeast Asian fintech platform under Ascend Money, announced a strategic partnership to expand U.S. stock investing ac

Focus Financial Partners. (2026, October 15). Focus Financial Partners selects Nevis to empower advisors with leading AI wealth management platform [Press release]. https://corporate.focuspartners.com/news/media-press/focus-financial-partners-selects-nevis-to-empower-advisors-with-leading-ai-wealth-management-platform Focus Financial Partners and Nevis announced a strategic partnership under which Nevis will serve as the enterprise AI platform for Focus Partners Wealth and Fo

intelliflo has acquired Mabel Insights, a research and portfolio analysis platform widely used across the UK advice market, the company announced on October 12, 2026. Financial terms were not disclosed. Mabel has been an intelliflo integration partner since 2024, and intelliflo said it wants Mabel at the center of its intelliflo office platform rather than alongside it. Mabel gives advisors one place to research and compare investments across the market, model client outcomes

TD Bank U.S. (2026, October 13). TD Bank U.S. names Hardeep Walia to lead U.S. wealth business. Business Wire. https://www.businesswire.com/news/home/20261013224956/en/TD-Bank-U.S.-Names-Hardeep-Walia-to-Lead-U.S.-Wealth-Business TD Bank U.S. announced that Hardeep Walia has joined the company as Head of U.S. Wealth, leading the next phase of growth and innovation across its U.S.-based wealth management business. Walia is the founder and former CEO of Motif Investing, where h

SMArtX Advisory Solutions. (2026, October 13). SMArtX Advisory Solutions announces strategic partnership with AdvizorStack. PR Newswire. https://www.prnewswire.com/news-releases/smartx-advisory-solutions-announces-strategic-partnership-with-advizorstack-302907242.html SMArtX Advisory Solutions, a provider of enterprise managed account technology, announced a strategic partnership with AdvizorStack, a technology and operational services platform for independent RIAs. SMArtX wi

Cerulli Associates. (October 2026). U.S. defined contribution distribution 2026. https://www.cerulli.com/reports/us-defined-contribution-distribution-2026 Cerulli Associates' annual U.S. Defined Contribution Distribution report covers product development and distribution opportunities for asset managers and other DC market providers, including 401(k) plan sizing, retirement plan intermediaries, and the advisor-sold DC market. The report focuses on in-plan retirement income so