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| Sep 15, 2026 | Claude for Financial Advisors Debuts With BlackRock, Schwab; Client Data Stays on Custodian Servers | By Adrian Parham
Published: Sep 15 2026, 8:10 AM EDT
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| Sep 11, 2026 | - | The 12th annual Wealthies honored sustained excellence, emerging leaders and technology-driven innovation before more than 600 industry executives in New York City
NEW YORK, Sept. 11, 2026 /PRNewswire/ -- Wealth Management last night announ... |
| Aug 17, 2026 | Two Sigma Divorce Trial: When Does AI-Built Wealth Become Marital Property? | By Shannon Harwood
Published: Aug 17 2026, 4:46 PM EDT
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| May 25, 2026 | Who Is Neel Khokhani? A Biography and Profile in Questions | Share
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Neel Khokhani is the founder and principal of Epochal Corporation, a private single-family office. Neel Khokhani is also an owner-operator with prior business ventures in aviation and consumer finance, the oper... |
| Dec 5, 2025 | $208 million wiped out: Yieldstreet investors rack up more losses as firm rebrands to Willow Wealth | Private markets investing startup Yieldstreet, now calling itself Willow Wealth, recently informed customers of new defaults on real estate projects in Houston and Nashville, Tennessee.
The letters, obtained and verified by CNBC, account fo... |
| Nov 5, 2025 | Alphathena Brings Institutional-Grade Long/Short Direct Indexing to Advisors | Expands DIY direct indexing workflows to include advanced long/short strategies that empower advisors to deliver precision factor tilts and dual-direction tax-loss harvesting at scale.
CHICAGO, Nov. 5, 2025 /PRNewswire-PRWeb/ -- Alphathena,... |
| Oct 12, 2025 | AI Drives Compliance Revolution: Archive Intel Secures $6.3M Funding | Archive Intel raised $6.3 million in Series A funding. This investment boosts its AI-powered compliance platform. The company aims to redefine financial oversight. Its unified solution helps firms navigate complex SEC regulations. It consol... |
| Oct 7, 2025 | Archive Intel Announces $6.3M Series A to Accelerate AI-Powered Compliance Innovation | an AI-powered compliance platform for wealth management and financial services, announced it has raised $6.3 million in a Series A round led by Gray Line Partners, with continued participation from existing investors Social Leverage and Gar... |
| Sep 5, 2025 | Yieldstreet tells investors in $89 million worth of marine loans to expect losses | The private market assets platform Yieldstreet struck a deal to recoup some of its legal expenses for an ill-fated series of marine loans — but its customers are less fortunate.
Yieldstreet is getting $5 million in a settlement with the bor... |
| Aug 18, 2025 | When ‘invest like the 1%’ fails: How Yieldstreet’s real estate bets left customers with massive losses | Yieldstreet is one of the best-known examples of American startups with the stated mission of democratizing access to assets such as real estate, litigation proceeds and private credit.
But some Yieldstreet customers who participated in its... |
| May 27, 2025 | Every portfolio stock is higher in Tuesday’s market rally. Here’s our top performer | |
| Feb 4, 2025 | Jumping Ahead: The Rise of AI in Financial Advisory Services | In the bustling world of finance, a new player is making waves. Jump, a Salt Lake City-based startup, has just secured $20 million in Series A funding. This isn’t just another funding round; it’s a signal that the financial advisory landsca... |
| Feb 3, 2025 | Jump: $20 Million (Series A) Raised For AI-Based Financial Advisor Platform | Jump, a leading provider of AI-based solutions for financial advisors and other financial services providers, announced today the completion of a $20 million Series A funding round led by Battery Ventures, with additional participation from... |
| Sep 6, 2024 | WealthManagement.com Announces 2024 Industry Awards Winners | Judges recognize 84 companies for their outstanding support of financial advisor success from among 287 finalists
NEW YORK, Sept. 6, 2024 /PRNewswire/ -- WealthManagement.com, the leading resource for wealth advisors and planners, announced... |
| Aug 26, 2024 | Mark Tibergien Recognized with Lifetime Achievement Award at the 2024 Wealth Management Industry Awards | NEW YORK, Aug. 26, 2024 /PRNewswire/ -- As the industry meets to celebrate the 10th annual 'Wealthies' – WealthManagement.com's widely popular industry awards program – award organizers will give a special lifetime achievement award to Mark... |
| Jul 23, 2024 | Dave Alison of Prosperity Capital Advisors Named a Finalist in WealthManagement.com 2024 Industry Awards for Thought Leader of the Year Category | CLEVELAND, July 23, 2024 /PRNewswire/ -- Prosperity Capital Advisors (PCA), a planning-first, SEC-Registered Investment Adviser (RIA), is proud to announce that Dave Alison, CFP®, EA, BPC, President and Founding Partner at PCA, has been nam... |
| Jul 11, 2024 | Buckler is Named a Finalist in the WealthManagement.com 2024 Industry Awards in Dual Categories of Compliance and Technology Disruptors | Cyber Program Management Solutions
Buckler stabilizes the moving target of Cyber Compliance across Financial Services.
NEWARK, Del., July 11, 2024 /PRNewswire-PRWeb/ -- Buckler, a Cyber Program Management Platform, announces that it has bee... |
| Jul 2, 2024 | Avantax Named Finalist in Practice Management Category at the 2024 WealthManagement.com “Wealthies” Industry Awards | Firm’s home-grown “Rise to Elite” program helps Financial Professionals grow their practice
DALLAS, July 02, 2024 (GLOBE NEWSWIRE) -- Avantax®, Inc., a unique community within Cetera Holdings and a leader in tax-focused financial planning a... |
| Jul 2, 2024 | Avantax Named Finalist in Practice Management Category at the 2024 WealthManagement.com “Wealthies” Industry Awards | DALLAS, July 02, 2024 (GLOBE NEWSWIRE) -- Avantax®, Inc., a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management, announced today that it has been recognized as a finalist in the 2024 ... |
| Jun 21, 2024 | ‘Congressional Family Business Update’ Story Featured in New Issue of Trusts & Estates Magazine | Family Enterprise USA’s Pat Soldano Details How ‘Voices Are Breaking Through the Noise’ WASHINGTON, DISTRICT OF COLUMBIA, UNITED STATES, June 21, 2024 /EINPresswire.com/ -- “Making the voice of family business heard” is the loud statement i... |
| Jun 4, 2024 | WealthManagement.com Announces Finalists for the 2024 Industry Awards | Judges recognize 287 organizations for their outstanding support of financial advisor success from more than 1,000 nominations
Expanded awards program in 2024 includes new categories to recognize innovation in the RIA space, as well as in p... |
| Feb 22, 2024 | Goldman Sachs bought Joe Duran's wealth business and sold it 3 years later. The ex-partner spills on leaving, his new venture, and 'not living up to everything possible.' | Finance Goldman Sachs bought Joe Duran's wealth business and sold it 3 years later. The ex-partner spills on leaving, his new venture, and 'not living up to everything possible.'
Hayley Cuccinello
2024-02-22T17:00:49Z
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| Dec 10, 2023 | Here are the newly minted fintech unicorns | Welcome back to The Interchange, where we take a look at the hottest fintech news of the previous week. If you want to receive The Interchange directly in your inbox every Sunday, head here to sign up! We’re looking at a bunch of news — fro... |
| Jul 8, 2023 | The Upside Of A Down Market: How To Take Advantage Of Tough Times | Gettygetty |
| Jun 21, 2023 | Independent broker dealer recruiter Jon Henschen Publishes "Retirement is overrated for Many Advisors" | We are fortunate in our industry that many love what they do. Over half the advisors we ask, “How much longer will you be in the business?” respond, “As long as I can.”
MINNEAPOLIS (PRWEB) June 21, 2023
Featured June 16th, 2023 on WealthMan... |
| Apr 26, 2023 | EncorEstate Plans Hires Riskalyze Co-Founder Matt Pistone as Chief Technology Officer | As a startup, EncorEstate Plans already has strong revenue and product-market fit. I look forward to helping to take the company to the next phase of growth as we add more platform features and processes to better serve the needs of our adv... |
| Mar 20, 2023 | YourStake Ranked Number 1 for SRI/ESG Portfolio Analysis Services Three Years in a Row | The platform ranked #1, the third year in a row, for SRI/ESG Portfolio Analysis Services in the 2023 T3/Inside Information Advisor Software Survey.
These results are only made possible because of our amazing team and engaged customers. With... |
| Feb 21, 2023 | 12 top investors, from Blackstone to TPG, pouring billions into production studios in a long-term bet on Hollywood's content boom | From left: Hudson Pacific Properties' Jeff Stotland, Blackstone's Nadeem Meghji, and TPG Real Estate's Avi Banyasz. Hudson Pacific Properties, Blackstone, TPG This story is available exclusively to Insider subscribers. Become an Insider and... |
| Dec 20, 2022 | Independent broker dealer recruiter Jon Henschen Publishes “The Threat to LBO Private Equity-Backed IBD’s" | In anticipation of difficult markets, we focused on lower debt-to-net capital ratios, while avoiding broker/dealers whose ratios started to push to four times or higher.
MINNEAPOLIS (PRWEB) December 20, 2022
Featured in Wealth Management on... |
| Oct 27, 2022 | Chris Bisenius, President of Winward Recruiting, Featured in Wealth Management | Our clients are hiring a lot of people”
— Chris Bisenius
PLANO, TX, USA, October 27, 2022 /EINPresswire.com/ -- Chris Bisenius, President of Winward Recruiting – A member of the Sanford Rose Associates® network of offices, Featured in Wealt... |
| Oct 19, 2022 | Incooling is building servers that use liquid to cool down | The way Incooling CEO Helena Samodurova sees it, the IT world is experiencing two major crises: an energy crisis and a supply chain crisis. For IT teams, satisfying new climate-friendly energy budgets is presenting a challenge, particularly... |
| Oct 13, 2022 | Housing stress creates opportunity for Build-to-Rent | The housing market is stressed. Mortgage rates have skyrocketed off historic lows and housing inventory has stalled. Millions of would-be homeowners are being forced to rent, fueling higher rental prices across the country. But challenges f... |
| Oct 3, 2022 | Leaked Wells Fargo documents reveal the script its advisors are using to prevent downgraded private banking clients from jumping ship | Reuters This story is available exclusively to Insider subscribers. Become an Insider and start reading now.
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Wells Fargo is moving tens of thousands of client accounts out of its esteemed private bank.
Clients with under $5 milli... |
| Sep 12, 2022 | Palladius seeks $300M in real estate debt investments | Palladius Capital Management (“Palladius”), a technology-based real estate investment manager and strategist for multifamily student housing and hospitality properties, today announced seeking $300 million in commercial real estate debt inv... |
| Mar 17, 2022 | InvestorCOM Named “Best RegTech Platform” in 2022 FinTech Breakthrough Awards Program | InvestorCOM Named “Best RegTech Platform” in 2022 FinTech Breakthrough Awards Program “InvestorCOM’s technology is not only powerful to handle some of the industry’s toughest regulations, but its modular architecture also allows for rapid i... |
| Mar 7, 2022 | Aidentified, Leader in AI-Powered Prospecting, Takes Off With Catapult Partners | "We are excited to partner with the Catapult Partners team and add the amazing talents and network of relationships that their Advisory Board brings.” – Darr Aley, Aidentified’s Co-Founder & Chief Revenue Officer
DALLAS (PRWEB) Mar... |
| Dec 1, 2021 | AssetMark Financial : 5 Hidden Ways Your Technology May Be Holding You Back | To meet clients' expectations, you need integrated digital solutions that support your business end-to-end
For registered investment advisors, there's little question that technology can make your business more efficient and serve clients w... |
| Oct 23, 2021 | The 'sustainable' investing fad is based on a Wall Street-created myth | The latest investing fad is environmental, social, and governance funds that invest in "responsible" companies.
But there is no evidence that ESG funds help mitigate climate change.
Investors and the SEC should be wary of thinking... |
| Oct 23, 2021 | The ‘sustainable’ investing fad is based on a Wall Street-created myth | There is no empirical evidence that investing in ESG funds helps mitigate climate change. Samantha Lee/Insider
The latest investing fad is environmental, social, and governance funds that invest in “responsible” companies.
But there is no e... |
| Jun 16, 2021 | Informa Connect to Launch the Wealth Management EDGE Experience | NEW YORK, June 16, 2021 /PRNewswire/ -- Today, Informa Connect announced the launch of Wealth Management EDGE, a new event experience designed for financial advisors and leaders of advisory firms who are looking to strategically accelerate ... |
| Apr 13, 2021 | How Fintechs Are Rewriting the Rules Of Credit | Access to credit is fundamental to our society. |
| Mar 15, 2021 | Fidelity® Surpasses $10 Billion in Health Savings Account Assets | BOSTON--(BUSINESS WIRE)--Mar 15, 2021--
The COVID-19 pandemic underscores the importance of health care benefits to both employers and employees, many of whom are overwhelmed with rising health care costs and the complexities of health care... |
| Feb 11, 2021 | Independent broker dealer recruiter Jon Henschen Publishes “SPACs: Not So SPACtacular” on WealthManagement.com | MINNEAPOLIS (PRWEB) February 11, 2021
In his February 3, 2021, WealthManagement.com article, “SPACs: Not So SPACtacular,” independent broker dealer recruiter and industry thought-leader Jon Henschen observes how Special Purpose Acquisition ... |
| Feb 8, 2021 | How To Save On Income Taxes Using An ‘INGenius’ Trust | I apply a multidisciplinary approach to wealth management dovetailed with structured tax planning at Magnus Financial Group. |
| Jan 19, 2021 | Freestone Names Larry Miles as President and Chief Executive Officer | President and CEO Larry Miles Larry is a passionate leader with notable success leading growth initiatives and driving teams to new heights.
SEATTLE (PRWEB) January 19, 2021
Larry joins Freestone with a 20-year track record of building comp... |
| Dec 17, 2020 | Wealth Management: Stop Just Talking And Start Social Listening. The New Digital Edge For 2021. | Social listening for Wealth ManagementGetty Images |
| Nov 4, 2020 | Exclusive: Amex Ventures closes on investment in 401(k) startup Guideline | In July, Guideline – a San Mateo, Calif.-based 401(k) startup – announced an $85 million Series D round co-led by Al Gore’s Generation Investment Management and Greyhound Capital.
But what was not revealed, until now, is that American Expre... |
| Sep 29, 2020 | 401(k) startups find tailwind during the pandemic | Amid consumers’ rush to set aside a bigger chunk of their incomes during the pandemic, technology startups that help small employers offer 401(k) plans are experiencing growth.
Small businesses that offer 401(k)s can be hamstrung by high ad... |
| Sep 3, 2020 | IBs top recruiting grounds — Potential tax on NYC's uber rich — Brex eyes big customers | The weekend is in sight.
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The summer of SPACs continues, with a report out of Bloomberg that Bill Ackman's SPAC, Pershing Square Tontine, was in talks with Airbnb prior to the startup confidentially filing for an initial public... |
| Dec 5, 2018 | Vestwell Inks a Deal With BNY Mellon | Bank of New York Mellon and Vestwell are entering a partnership that will give the bank a technological boost as it embarks on a foray into service offerings for state-sponsored retirement plans. The bank signed Vestwell as an affiliate, me... |
| Jul 23, 2018 | Overstock dot home? E-commerce giant gets into real estate | Online retailer Overstock.com is knocking on the door of the real estate business.
The e-commerce site — known for selling household goods at a discount — is now launching an entire platform for real estate that it’s calling O Real Estate.
... |
| Jun 22, 2018 | Banking on the Brand: What Financial Services Can Learn from Direct-to-Consumer Companies | Warby Parker, Casper, Bonobos, Allbirds, and Glossierare some examples of an ever-growing list of consumer brands that have significantly disrupted the retail industry, largely without appearing in brick-and-mortar stores. These brands have... |
| Mar 6, 2018 | A New Era in Retirement Planning: Embracing Longevity and Rethinking Retirement | The world is aging, and it’s happening a lot faster than many expected. As of 2015, there were roughly 617 million people age 65 and older worldwide. By 2030, that number is on track to exceed one billion.
What that kind of demographic uphe... |
| Mar 6, 2018 | Why it Matters That Financial Advisors Are Becoming ‘Longevity Navigators’ | The world is aging, and it’s happening a lot faster than many expected. As of 2015, there were roughly 617 million people age 65 and older worldwide. By 2030, that number is on track to exceed one billion.
What that kind of demographic uphe... |
| Oct 11, 2017 | Are employers the latest financial services disruptors? | Schwark Satyavolu Contributor
Schwark Satyavolu is a general partner at Trinity Ventures where he makes early-stage investments in fintech, security and AI. A serial entrepreneur, he co-founded Yodlee (YDLE) and Truaxis, both of which were ... |
| Jun 2, 2017 | Can Vestwell Revolutionize How Advisors Sell Retirement Plans? | When Josh Brown, the CEO of Ritholtz Wealth Management and author of the popular finance blog, “The Reformed Broker,” hosted the 2017 Benzinga fintech awards, he name-dropped Vestwell as a company with the potential to radically change the ... |
| Apr 27, 2017 | 10 hard questions you should ask yourself before starting a business | Share this article:
People go into entrepreneurship for different reasons, whether it is from the desire to become their own bosses or to get away from their unfulfilling corporate jobs or the drive to solve an existing problem. Whatever yo... |
| Jan 10, 2017 | John Hancock selects NextCapital | John Hancock is turning to NextCapital to automate its 401(k) and IRA rollover business. |
| Dec 2, 2016 | When Betterment was young: the early years | Nearly two years to launch; now managing more than $5 billion for 175,000 clients
Editor's note: Our Splash Health, Wellness and Wearables event is coming up on March 23 in San Francisco. We'll have Mario Schlosser (Founder & CEO of Osc... |
| Nov 14, 2016 | Artivest Appoints Stacie Yates and Justin Rooney | Artivest, a tech-driven investment platform that expands access to leading alternative investments, today announced that it hired Stacie Yates as Director of Business Implementation and Justin Rooney as Senior Manager of Client Services.
St... |
| Nov 14, 2016 | Artivest Appoints Stacie Yates and Justin Rooney | Artivest, a tech-driven investment platform that expands access to leading alternative investments, today announced that it hired Stacie Yates as Director of Business Implementation and Justin Rooney as Senior Manager of Client Services.
St... |
| Jul 24, 2015 | How to score clients all over the globe | Redeem now
Rem Vyakhirev, head of Russia's mighty gas monopoly Gazprom, looks at a globe during an interview with Reuters correspondents April 29. Vyakhirev is studying plans for expanding even further at home and abroad. Reuters
FA Insight... |
| Feb 12, 2015 | Raymond James takes back what it told advisors about clawbacks | Redeem now
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FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors.
Raymond James announces the company, not the advisors, will pay clawbacks (WealthManageme... |
| Обзор глобальных сделок: неделя от 14 февраля 2022 | Традиционный недельный обзор российских и глобальных сделок: Monster Beverage, Cazoo, Starbucks, Intel, DuPont, Cisco
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🍺 Компании по производству напитков Monster Beverage (энергетики) и Const... |
| Americans don't have enough money for an emergency | Redeem now
Wikimedia Commons FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors.
Americans aren't saving enough money (Bloomberg)
A new report from JP Morgan Chase & ... |
| Advisors breaking away from firms like Merrill Lynch and Morgan Stanley have turned to fintechs to help service clients. As markets sour, here are the tools they'll look to drop and keep. | Wealth-management insiders say CRM and financial planning tools are the stickiest platforms in a tech stack. Fantastic Studio/Getty Images This story is available exclusively to Insider subscribers. Become an Insider and start reading now.
... |
| Wells Fargo seeks to catch faster-growing rivals by boosting engagement with rich clients | The service, called LifeSync, lets users create and track progress on financial goals, ingest content tied to their plans, and contact their advisors.
Clients increasingly prefer digital channels to tap financial services, and this tool sho... |
| JP Morgan’s Latest Power Move: A Homebuilding Shake-Up in the SFR Market | What This Means for Homebuilders, Investors, and the Future of Housing
The homebuilding M&A story continues to evolve with new twists and turns. The latest: JP Morgan Asset Management’s strategic partnership with Georgia-based Georgia C... |
| Overstock dot home? E-commerce giant gets into real estate | (Credit: iStock)
Online retailer Overstock.com is knocking on the door of the real estate business.
The e-commerce site — known for selling household goods at a discount — is now launching an entire platform for real estate that it’s callin... |
