Financial services news for the week of July 10, 2026 included:

• GReminders Launches 'AI Forms' to Automate CRM Data Extraction From Documents and Meeting Transcripts
• AI Adoption Accelerates, Driving Financial Advisor Loyalty, JD Power Finds
• In an AI Economy, Judgment is the New Job Security: PMI Refreshes the PMP® Certification to Validate the Skills That Outlast the Tools
• USAA and Wounded Warrior Project Launch $5 Million Initiative to Help Veterans Build Financial Security During the Transition to Civilian Life

Financial services news the week of April 24, 2026 included:

• Redefining the Financial Plan: Why Having a Process Is More Important
• Rossby Financial, ROffice Add Transition & Business Development Aficionado Grier Rubeling to Teams
• Rossby Financial Arms Its Advisors with Chief Compliance Officer Marissa Harris, CERP
• Canopy Integrates Accounting-Aware Intelligence into Meetings with New AI-Powered Notetaker
• 1-800Accountant Launches New Tax-Optimized Business Tax Savings Service for 1099 Workers

Financial services news the week of February 27, 2026 included:

• FPA, Snappy Kraken Partner to Transform FPA PlannerSearch into a High-Trust Lead Engine
• ElevenLabs and Better.com Showcase Success of AI Loan Agent, Betsy™, at Scale in Financial Services
• Treble Report: Nearly Half of Enterprise Buyers Now Start Vendor Research with AI, Ahead of Google Search
• Gen Z College Students Hungry for Financial Education, New CFP Board Study Finds

Financial services news for the week of February 20, 2026 included:

• Nitrogen Redefines the Client Meeting with Launch of Nucleus Agentic AI, Tax Planning Upgrades
• Marchex to Showcase How Franchise Brands Turn Customer Conversations into Revenue Growth and Operational Consistency at IFA 2026
• Only Half of Employers Plan to Modernize Payroll in 2026 Despite Widespread Employee Demand for Pay Timing Flexibility
• Quinn Expands as Financial Institutions Accelerate Adoption of AI-Powered Financial Planning

Financial services news for the week of February 13, 2026 included:

• Claro Advisors Launches AI-Native Wealth Management Platform for Independent Financial Advisors
• Redfin Reports Homebuyers Need to Earn $35,000 More Than Renters to Afford Monthly Payments—the Smallest Gap in 3 Years
• Affordability Is Improving: Buyers Must Earn $111,000 to Afford the Typical Home, Down 4% From Last Year
• New York Life Launches Golden Futures Awards and Scholarships to Strengthen Financial Confidence Across Generations

Financial services news for the week of February 6, 2026 included:

• CIC Partners Celebrates Successful Partnership and Growth of American College of Education
• Macrobond Launches Macrobond Amplify, A New Standard for Interactive Financial Research
• New Research From The Standard Finds Women Struggle to Balance Near‑Term Financial Pressures With Saving for the Future
• The Beatles Didn’t Just Change Music. They Mastered Teamwork

Financial services news for the week of January 30, 2026 included:

• From Client Conversations to Financial Plans: Asset-Map and Jump Integration Powers Actionable Planning Next Steps
• Capital One Acquires Brex
• Cryptocurrency Market Trends and Global Forecasts Report 2025-2035: Millennial-Led Participation and the Emergence of Crypto as a Viable Career Path Redefine Financial Sector Perceptions
• Empathy Announces Strategic Collaboration with Transamerica to Deliver Comprehensive Family Support

Financial services news the week of January 23, 2026 included:

• AdvizorPro's U.S. Wealth Advisor Movement Report 2026
• Registration for the FPA Spring 2026 Residency Is Open
• As Affordability Challenges Put American Homeownership At Risk, Balance Homes Relaunches With $30 Million Backing From Falco Group

Financial services news for the week of January 16, 2026 included:

• FPA Launches “FPAi Authority” to Support Members with AI Education and Tools
• Morningstar Launches First Pure-Play Generative AI Index
• Trustmark Partners with Greenlight® to Help Parents Raise Financially Smart Kids and Teens
• CAIS Announces Year Three of CAIS Live, Setting the Standard for In-Person Alternatives Education

Financial services news for the week of January 9, 2026 included:

• State of Wyoming Debuts $FRNT, the Nation’s First State-Issued Stable Token, with Franklin Templeton-Managed Reserves
• Newrez Charts Path to Industry-First, AI-Powered Mortgage Underwriting Solution; Announces Strategic Investment in HomeVision
• New MetLife Data Finds Rising Cost Pressures Outpacing Gains in Workforce Well‑Being
• Dan Galli, CFP®, Begins His Role as 2026 President of the Financial Planning Association