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We are excited to welcome Colby Napier to our Spring Internship Program at WealthTech Strategy Partners!   Colby is a senior at Colorado State University, pursuing a degree in Finance with a concentration in Investment Analysis and an expected graduation May 2026. Through his coursework in finance and accounting, he has developed skills in financial modeling, data analysis, risk evaluation, and strategic decision-making, providing a strong foundation for supporting our team.

Deloitte. (n.d.). Digital wealth management transformation: From vision to reality . Deloitte United States. https://www.deloitte.com/us/en/services/consulting/articles/digital-wealth-management-transformation.html   Wealth management firms are facing increasing pressure to modernize their legacy technology infrastructure to meet evolving client expectations.  Successful digital transformation requires a holistic strategy that aligns business goals with technical capabilities

JPMorgan Chase has finalized the acquisition of WealthOS, a United Kingdom based financial technology firm specializing in cloud native infrastructure for the wealth management sector. The deal aims to strengthen the bank’s retail wealth management capabilities by integrating advanced pensions and retirement planning technology into its existing digital offerings. As part of the transition, the entire WealthOS workforce of sixty employees will join the JPMorgan Personal Inves

Nationwide Welcomes New Leaders, Income Lab Launches AI Scribe Insurance and financial services: Nationwide appointed new technology and distribution leaders while Income Lab introduced an AI tool for automated retirement planning. Significance: These developments highlight the accelerating integration of artificial intelligence and specialized leadership to enhance advisor productivity and client retention. Read More OneDigital Introduces Private Investments Within Personali

Donachie, P. (2026, January 16). DOL, White House Near Release of Proposed 401(k) Alts Rule. WealthManagement.com . https://www.wealthmanagement.com/regulation-compliance/dol-white-house-near-release-of-proposed-401k-alts-rule The U.S. Department of Labor has submitted a proposed rule to the White House Office of Management and Budget intended to facilitate the inclusion of alternative investments in 401(k) plans. Titled “Fiduciary Duties in Selecting Designated Investment Al

Umpierrez, A. (2026, January 16). Nationwide welcomes new leaders, Income Lab launches AI Scribe . 401(k) Specialist. https://401kspecialistmag.com/nationwide-welcomes-new-leaders-income-lab-launches-ai-scribe/ ·       Nationwide Financial has appointed Misty Kuamoo as Chief Technology Officer to lead technology solutions and accelerate the integration of artificial intelligence. ·       Suzanne Ricklin has been named the leader of Distribution for Nationwide Retirement Solut

The Economic Times. (2026, January 21). Groww steps up wealth play via MF and portfolio management solutions . https://m.economictimes.com/tech/technology/groww-steps-up-wealth-play-via-mf-and-portfolio-management-solutions/amp_articleshow/126660009.cms ·       Groww is expanding its wealth management services by launching new mutual fund and portfolio management solutions to capture higher-value investors. ·       The company aims to transition from a discount brokerage to a

OneDigital. (2026, January 20). OneDigital introduces private investments within personalized portfolios for defined contribution plans . https://www.onedigital.com/blog/onedigital-introduces-private-investments-within-personalized-portfolios-for-defined-contribution-plans/   ·       OneDigital has integrated private equity, private credit, and opportunistic investment strategies into its Personalized Portfolio program for 401(k) plan sponsors. ·       The firm established st

Flanks. (2026, January 16). Flanks and FinReg360 launch EDX: Europe’s first standardised financial data exchange protocol . https://www.flanks.io/articles/flanks-and-finreg360-launch-edx-europes-first-standardised-financial-data-exchange-protocol Flanks and FinReg360 have introduced EDX as Europe's first standardized protocol for the exchange of financial position data. The EDX initiative aims to eliminate systemic fragmentation in the European wealth management sector by est

Ortolani, A. (2026, January 21). Schwab plans to ramp up, expand RIA lending options for clients . Wealth Management. https://www.wealthmanagement.com/ria-news/schwab-plans-to-ramp-up-expand-ria-lending-capabilities-to-clients ·       Charles Schwab CEO Rick Wurster announced plans to significantly increase lending capabilities for registered investment advisors (RIAs) to better compete with wirehouse banking services. ·       The expansion is driven by direct feedback from a