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Kioko, J. (2026, May 1). The Compliance Platform Imperative: Why Investment Managers Can't Afford to Wing It. Leo RegTech. https://leo.tech/us/the-compliance-platform-imperative-why-investment-managers-cant-afford-to-wing-it/ The SEC's Division of Examinations released its fiscal year 2026 examination priorities in November 2025, applying to investment advisers, investment companies, broker-dealers, and other registrants. Under Chair Paul Atkins, examination and enforcement r

Apex Fintech Solutions and Kalshi power new era of prediction markets access. (2026, August 13). Business Wire. https://www.businesswire.com/news/home/20260813716753/en/Apex-Fintech-Solutions-and-Kalshi-Power-New-Era-of-Prediction-Markets-Access Apex Fintech Solutions Inc. announced a new API enabling firms to offer Kalshi-powered prediction markets from their own platforms. The solution allows companies to provide event contract trading without building their own Futures Com

Dalloo, R. (2026, August 12). Nitrogen Wealth rolls out insurance-focused AI tools for advisors. Connect Money. https://www.connectmoney.com/stories/nitrogen-wealth-rolls-out-insurance-focused-ai-tools-for-advisors/ Nitrogen Wealth, an artificial intelligence-backed wealthtech platform founded in 2011 and formerly known as Riskalyze before its 2023 rebrand, has launched Insurance Center, a product giving advisors expanded access to tools for addressing client coverage concern

Ryder, S. (2026, August 9). Wealth and asset management update: Four trends reshaping the market. LLR Partners. https://www.llrpartners.com/growth-bit/wealth-and-asset-management-update-four-trends-reshaping-the-market/ LLR Partners identifies four developments reshaping wealth and asset management: AI-enabled advisory services, broader access to alternatives, mass personalization of portfolios, and expansion of the advisor value proposition. Firms are embedding AI into inves

Centricity, an India-based wealth management technology firm, has raised $20 million in a seed round led by Lightspeed at a valuation of $125 million. Investors joining the round include the Burman Family Office, Paramark VC, the MS Dhoni Family Office, NB Ventures Family Office, MMG Group Family Office, Action Tesa Family Office, Ritesh Agarwal of OYO, Vishal Dhupar of Nvidia, Aakash Chaudhry and Shantanu Agarwal. Founded in 2022 by Manu Awasthy, Gaurav Tiwari, Manish Sharma

The Jones Financial Companies, L.L.L.P. (2026, August 7). Form 10-Q for the quarterly period ended June 26, 2026. U.S. Securities and Exchange Commission. https://www.sec.gov/ix?doc=/Archives/edgar/data/815917/000119312526339455/ck0000815917-20260626.htm Communications and data processing expense increased 29% in the second quarter to $356 million and 24% in the first half to $673 million, which the Partnership attributes to continued investments in new tools and technology a

Misonzhnik, E. (2026, August 12). Vanguard launches custom model portfolios. WealthManagement.com. https://www.wealthmanagement.com/investing-strategies/vanguard-launches-custom-model-portfolios Vanguard introduced custom model portfolios that allow financial advisors to personalize the firm's Strategic Active/Passive and Fixed-Income models according to client preferences. The offerings encompass multi-asset and single-asset strategies focused on public markets. Eve Cout, he

eToro Group Ltd. (ETOR) Q2 FY2026 earnings call transcript. (2026, August 11). Yahoo Finance. https://finance.yahoo.com/quote/ETOR/earnings/ETOR-Q2-2026-earnings_call-666697.html Net contribution increased 9% year-over-year to $229 million and adjusted EBITDA grew 9% to $78 million, with funded accounts up 18% to 4.28 million and assets under administration up 10% to more than $19 billion. eToro rewrote its entire app from scratch using AI, replacing more than 500 person-year

The Charles Schwab Corporation. (2026, August 7). Form 10-Q: Quarterly report for the period ended June 30, 2026. U.S. Securities and Exchange Commission. https://www.sec.gov/Archives/edgar/data/316709/000031670926000031/schw-20260630.htm Capital expenditures reached $792 million in the second quarter of 2026 and $965 million in the first six months, compared with $136 million and $292 million in the same periods of 2025. The increase is attributed primarily to a $633 million

eToro Group Ltd. announced on August 11, 2026 that it has agreed to acquire TradeZero, a US-focused online brokerage built for active and day traders, in a deal valued at up to $231 million. The consideration includes a mix of cash and up to 2.5 million newly issued Class A common shares, subject to customary adjustments. TradeZero generated approximately $80 million in revenue over the twelve months ended June 30, 2026, with an 81% gross margin, and eToro expects the deal to