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The Oasis Group (2026, February 11). The Oasis Group and Practifi Release White Paper on CRM Selection in Wealth Management. Morningstar. https://www.morningstar.com/news/business-wire/20260211951559/the-oasis-group-and-practifi-release-white-paper-on-crm-selection-in-wealth-management The Oasis Group and Practifi have released a new white paper titled "CRM Selection in Wealth Management: Beyond the Build-vs-Buy Decision" to provide a strategic roadmap for financial advisors.

Dispatch (2026, February 11). Dispatch Announces Upcoming Early Access to Industry-First Automated Schwab Account Onboarding API. Business Wire. https://www.businesswire.com/news/home/20260211138014/en/Dispatch-Announces-Upcoming-Early-Access-to-Industry-First-Automated-Schwab-Account-Onboarding-API Dispatch has announced an upcoming early access program for its new API designed to automate the account onboarding process for Charles Schwab. The solution aims to eliminate manu

Grab has reached an agreement to acquire a controlling interest in the U.S. investing platform Stash for Grab acquired a 50.1 percent stake in Stash for $425 million in cash and stock with the remaining 49.9 percent to be purchased at fair market value over the next 3 years. Stash has raised about $670 million to date. This strategic move represents the entry of the Southeast Asian technology giant into the American mass market investing segment and is expected to close in th

Nasdaq. (2024, December 4). Nasdaq Launches New Private Capital Indexes, Expanding its Private Capital Solutions . https://www.nasdaq.com/press-release/nasdaq-launches-new-private-capital-indexes-expanding-its-private-capital-solutions Nasdaq has launched three new private capital indexes designed to enhance transparency and benchmarking within the private market sector. The new suite includes the Nasdaq Private Capital Index, the Nasdaq Private Capital Venture Capital Index,

Gothi, V. (2026, February 11). intelliflo launches AI Suite ‘intelliflo IQ’ for adviser platform. IBS Intelligence. https://ibsintelligence.com/ibsi-news/intelliflo-launches-ai-suite-intelliflo-iq-for-adviser-platform/ UK-based wealthtech provider intelliflo has launched intelliflo IQ, a suite of AI and algorithmic tools embedded within its core adviser platform. The suite was developed in collaboration with Multiply to provide integrated AI solutions directly within existing

Janowski, D. (2026, February 10). Altruist Adds AI Tax Planning to Hazel Platform. Wealth Management. https://www.wealthmanagement.com/artificial-intelligence/altruist-launches-ai-powered-tax-planning-feature-in-hazel-platform-for-advisors Altruist has integrated AI-powered tax planning into its Hazel platform to automate the creation of personalized tax strategies for financial advisors. The system utilizes proprietary logic to analyze client documents including 1040 forms,

CIO Group. (2026, February 11). CIO Group Launches COLOR AI, an Advanced Multi-Asset Multi-Strategy AI for Institutional-Grade Portfolios. Yahoo Finance. https://finance.yahoo.com/news/cio-group-launches-color-ai-150000556.html CIO Group has officially launched COLOR AI, a proprietary platform designed to provide institutional-grade investment strategies across multiple asset classes. The system utilizes advanced machine learning and deep learning architectures to analyze vas

Max. (2026, February 6). Max Launches Comprehensive Private Banking and Lending Capabilities to Meet the Needs of Leading Wealth Management Firms . PRWeb. https://www.prweb.com/releases/max-launches-comprehensive-private-banking-and-lending-capabilities-to-meet-the-needs-of-leading-wealth-management-firms-302680148.html Max has expanded its platform to include comprehensive private banking and lending capabilities designed specifically for wealth management firms. The new sui

Janowski, D. (2026, February 5). Goodfin launches AI agent platform for private market investing. WealthManagement.com . https://www.wealthmanagement.com/artificial-intelligence/goodfin-launches-ai-agent-platform-for-private-market-investing Goodfin has introduced an AI-driven platform called Goodfin Go to streamline investment processes in the private markets. The system utilizes a framework of over 30 specialized AI agents to handle complex research, compliance, and legal d

The London-based wealth technology firm Sidekick has secured approximately $10.6 million in Series A funding to scale its digital investment platform for mass affluent professionals. This capital injection was led by Eos Ventures and the Development Bank of Wales with participation from several existing backers including Seedcamp and MS&AD Ventures. Sidekick aims to bridge the gap between entry level retail apps and traditional private banks by offering sophisticated financia