Financial services news for the week of August 29, 2025 included:

• IG Wealth Management Partners with interVal to Elevate Financial Planning for Canadian Business Owners
• Fintech Startup Payment Labs Raises $3.25 Million Seed Round to Power Payments in Sports, Creator Economy, Esports, and More
• Welcome Tech Raises $7.5M to Scale AI-Powered Platform Connecting Immigrant Workforce with U.S. Employers
• 66% of Consumers Don’t Realize AI Could Help Their Finances, New Kikoff Survey Finds
• Archive Intel Launches AI Marketing Review to Streamline Compliance with SEC and FINRA Marketing Rule

Financial services news for the week of August 22, 2025 included:

• Advisor Moves in July 2025
• Daily AI Use Among Financial Advisors Doubles, Yet Confidence Gaps Persist: Horsesmouth Survey
• AI Adoption Spurs Startup Hiring and Growth, New Mercury Report Finds
• Kartoon Studios Launches “Bitcoin Brigade: Adventures in Satoshi City” – A New Animated Children’s Series and Multi-Platform Ecosystem Built Around Bitcoin and DeFi

Financial services news from the week of August 15, 2025 included:

• New Jackson Study Uncovers Surprising Retirement Vulnerabilities and Missteps in Managing Market Risk
• New Study Shows Gen Z Positively Re-Shaping Money Culture With 82% Feeling Good About the Amount They’re Saving
• 2025 Study Reveals How Americans Find & Hire Financial Advisors
• Randy Ai Law Office Launches Workplace Rescue & Severance Improvement Programs to Protect Employees Across Canada

Financial services news from the week of August 8, 2025 included:

• Docyt Sets New Standard for AI-Powered Accounting with Launch of High Precision Accounting Intelligence (HpAI), Purpose-Built AI for Accounting Automation
• Vestible Launches Regulated Platform to Help College Athletic Departments Raise Equity Capital
• Future Tech Launches $1,000 Child Investment Benefit for Employees, Enhancing Long-Term Family Support
• Student Freedom Initiative Enlists Live Nation Urban to Accelerate Its Mission to Dismantle the Student Loan Debt Crisis for Students Attending Historically Black Colleges and Universities

Financial services news from the week of August 1, 2025, included:

• Wealthtender Launches AI-Optimized FAQs to Help Financial Advisors Get Found Faster
• JPMorganChase and Coinbase Launch Strategic Partnership to Make Buying Crypto Easier than Ever
• Fidelity Investments® Releases 2025 Retiree Health Care Cost Estimate, a Timely Reminder for All Generations to Begin Planning
• FICO Survey Shows Americans Prepared to Be Dishonest to Meet Financial Needs

Financial services news from the week of July 25, 2025 included:

• SecureSplit™ App Launches, Takes Guesswork Out of Divorce Financial Planning
• Interactive Brokers Survey: Independent RIAs See AI as an Ally, Not a Threat
• Candidly Introduces Cait: Multi-Agent AI Assistant Delivers Comprehensive Financial Guidance for Student Debt and College Planning
• The Rising Cost of Living Is Becoming a Mental Health Crisis for Young Employees
• 2025 Advisor Demographics & Team Structures Report Part 2 – Female Leadership, Advisor Diversity & Personal Signals

Financial services news for the week of July 18, 2025 included:

• Exclusive: CFP Board tool buries thousands of advisor red flags
• Nitrogen Launches AI Meeting Center to Revolutionize Advisor Productivity
• Gladstone Connect Brings Tech, Concierge M&A Services to Smaller RIAs
• Women in Insurance & Financial Services Partners with Jump to Support Women in Finance Through AI Innovation
• Addition Wealth Announces AI-Powered B2B Financial Wellness Platform For Enterprises

Financial services news from the week of July 11, 2025 included:

• University of Phoenix and Goalsetter Continue Financial Wellness Webinar Series with Practical Tips on Saving Money
• Steering Clear of Financial Misinformation: A Survey of Americans
• FINRA Publishes 2025 Industry Snapshot
• Composition Wealth Adds Two Advisory Teams; Reaches $9.5B in AUM

Financial services news from the week of July 4, 2025 included:

• Rossby Financial Creates Unified Advisor Experience Via Milemarker
• Jordan Haines, CFP, Launches Advisor Relevance

• New Wells Fargo Study Shows Parents Give Their Kids an Average Weekly Allowance of $37
• Nacha Supports Executive Order to Eliminate Federal Check Payments, Citing Cost Savings and Fraud Reduction
• The Future of Life Insurance is Here: Oneday’s Agent-First Platform and Products Hit the Canadian Market

In this week's financial services news, the following items were featured:

• First Rate Integrates InvestSuite’s StoryTeller to Transform Client Reporting Through Narrative-Driven Technology
• Bracing for Volatility, Strategists Find Pockets of Strength Across Global Markets, Says 2025 Natixis Investment Managers Strategists Survey
• New York Life to Award 20 Scholarships Supporting Students’ Post-Secondary Education Expenses and Long-Term Financial Literacy
• FICO Joins Forces With MI New York to Elevate Financial Literacy