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Altruist. (2026, October 6). Altruist adds donor-advised funds so advisors can manage charitable giving in-platform. Business Wire. https://www.businesswire.com/news/home/20261005103748/en/Altruist-Adds-Donor-Advised-Funds-so-Advisors-Can-Manage-Charitable-Giving-In-Platform Altruist, an AI-forward wealth technology and custody platform for advisors, added donor-advised funds that advisors can open, fund, invest, and manage for clients in minutes without a separate system. Ad

Agostinelli, J. (2026, October 5). Morningstar investor perspectives for advisors: 4 trends shaping client relationships. Morningstar, Inc. https://www.morningstar.com/business/insights/research/investor-perspectives-for-advisors Morningstar's Investor Perspectives: Financial Advisors survey is based on 501 online responses from US advisors collected between July 21 and August 16, 2026. The share of advisors reporting AI use rose from 67% in 2025 to 80% in 2026, led by intern

Donachie, P. (2026, October 2). SEC self-custody rules for crypto assets draws divisive reactions. WealthManagement.com. https://www.wealthmanagement.com/regulation-compliance/sec-proposes-self-custody-rules-for-crypto-assets The SEC proposed custody rule changes that would allow RIAs to self-custody clients' crypto assets if they determine a permitted custodian is not available, a condition they must recheck quarterly. Advisors using self-custody would need expertise in safe

Zocks. (2026, September 30). Zocks launches Advisor Intelligence plugin with seven skills for Claude. https://www.zocks.io/press/zocks-launches-advisor-intelligence-plugin-with-seven-skills-for-claude Zocks announced an Advisor Intelligence plugin that packages seven Claude skills developed specifically for financial services workflows. The skills reason across client information Zocks has captured from past meetings and conversations, including goals, concerns, life events,

CG Financial Services. (2026, October 1). CG Financial Services builds on rapid growth momentum with strategic leadership appointment. Business Wire. https://www.businesswire.com/news/home/20261001839356/en/ CG Financial Services, an independent wealth management firm, was recognized by Citywire at its conference as one of the fastest-growing registered investment advisors, with annual growth of 17.2%. The firm appointed Jon Patullo as chief operating officer and chief inform

Pravar AI. (2026, September 30). Pravar AI launches Wealth OS to bring white-glove service to every client. https://www.pravarai.com/company/news/pravar-ai-launches-wealth-os Pravar AI launched the Pravar Wealth OS and its first product, Pravar for Advisors, which is designed to give every client on an advisor's book the proactive attention most firms currently reserve for their largest relationships. The release cites Cerulli Associates findings that only 27 percent of heirs

RBC Wealth Management, & Campden Wealth. (2026, September 29). 2026 RBC and Campden Wealth Report: North American family offices shift from caution to optimism amid Great Wealth Transfer, AI acceleration. https://www.rbcwealthmanagement.com/en-us/newsroom/2026-10-01/2026-rbc-and-campden-wealth-report-north-american-family-offices-shift-from-caution-to-optimism-amid-great-wealth-transfer-ai-acceleration The 2026 North America Family Office Report, based on 155 survey responses

Edward Jones. (2026, September 30). Edward Jones kicks off development of groundbreaking retirement plan management tech. PR Newswire. https://www.prnewswire.com/news-releases/edward-jones-kicks-off-development-of-groundbreaking-retirement-plan-management-tech-302893024.html Edward Jones announced the development of the Retirement Plan Management Center, an AI-powered, end-to-end workplace retirement plan management tool built in collaboration with Aboon and Retirement Plan A

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

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

OneVest Technologies Inc. (2026, September 23). OneVest launches Canada's first agentic account opening solution for wealth management. Newswire.ca. https://www.newswire.ca/news-releases/onevest-launches-canada-s-first-agentic-account-opening-solution-for-wealth-management-806791597.html OneVest launched an AI agent it describes as Canada's first agentic account opening solution for wealth management, orchestrating the onboarding lifecycle from initial client intake through a

Appleseed Planner. (2026, September 22). Ex-Google PM launches Appleseed Planner, modeling $33 billion for tech workers. ACCESS Newswire. https://www.accessnewswire.com/newsroom/en/computers-technology-and-internet/ex-google-pm-launches-appleseed-planner-modeling-33-billion-for-t-1224909 Founder Adam Waaramaa announced the public launch of Appleseed Planner, a free financial planning platform now modeling more than $33 billion in assets across 11,000 users, after leaving his

Milemarker. (2026, September 22). Milemarker launches Firm MCP, giving wealth management firms their own AI foundation across every system they use. EIN Presswire. https://www.einpresswire.com/article/942410070/milemarker-launches-firm-mcp-giving-wealth-management-firms-their-own-ai-foundation-across-every-system-they-use Milemarker, a Snowflake-native data platform for wealth management, launched Milemarker Firm MCP, a Model Context Protocol server that gives an advisory fir