News for the week of June 20, 2025 included:

• Seeking Alpha Launches PRO Quant Portfolio, Delivering Weekly Stock Ideas Powered by Market-Beating1 Quantitative System
• Voya Financial announces new collaboration with Savi to offer clients a comprehensive suite of student loan debt solutions
• Nicholas Wealth Launches Nicholas Crypto Income ETF (BLOX), Offering Diversified Crypto Exposure with an Income Component
• Rapid Finance Releases Breakthrough AI Tool to Slash Loan Application Processing Times

Financial services news for the week of June 13, 2025 featured:

• Revenue Can't Measure Trust: Wealthtender Launches First Advisor Awards Based on Authentic Client Reviews
• Strategies for Managing Debt Amid Tariffs & Rising Costs
• FPA Launches Groundbreaking Competency Model to Shape the Future of Financial Planning
• CFP Board Convenes AI Working Group
• Fynancial Unveils “Fyn”, the First Agentic AI-Powered Assistant Designed to Simplify and Streamline Communication between Financial Advisors and Clients

Financial services news from the week of June 6, 2025 included:

• Planners Embrace Alternative Investments Amidst Market Uncertainty, Survey Reveals
• HubSpot Launches First CRM Deep Research Connector With ChatGPT
• Denver Ventures Launches, Announces New $20M Fund I to Invest in Early-Stage Leaders With Founder DNA
• The “Retail Revolution” Will Drive 50%+ of Private Market Flows by 2027 – State Street Private Markets Survey

News from the week of May 30, 2025 included:

• UHNW Institute Sets First-Ever Industry Standards in Wealth Management with Launch of the Wealthesaurus, AIM Framework, and More
• Charles Schwab High Net Worth Client Pulse Survey Finds Affluent Investors Are Continuing to Gift Their Assets Despite Economic Uncertainty
• Third View Private Wealth Officially Launches with Advisors Previously Managing Approximately $1 Billion in Client Assets
• Empathy Announces $72 Million Series C and Unveils Empathy Alliance

News from the week of May 23, 2025 included:

• The Future of Investing Is Human
• Alternative Assets Have $1.3 Trillion in Growth Potential Among Retail Investors, but Trust and Awareness Remain Barriers, New Lansons Survey Finds
• Antenna Group Adds to Influencer Marketing Capabilities With Strategic Investment in AI-Powered Creator Platform No Logo
• Intuit Honors Small Business Heroes with $20,000 Awards, Launches Small Business Hero Program

News from the week of May 15th included:

• Wells Fargo Launches $20 Million Open for Business Growth Program
• CFP Board Debuts AI-Powered Practice Exam Tool
• Empower and Sagard Partner to Expand Access to Private Markets in Retirement Plans
• As the U.S. Economy Shrinks, Cost of Bills Index™ Uncovers Stark Cost-of-Living Gaps Nationwide

News for the week of May 9, 2025 included:

• Nitrogen’s 2025 Firm Growth Survey Reveals Disconnect Between Advisors and Investors
• Leading Fintech Achieve Taps FICO Score 10 T to Expand Consumer Access to Personal Loans
• Crowd Power Ventures Launching $20 Million Fund to Build Marketing Ecosystem for Creators
• Operation HOPE Partners with Right Management to Provide Job Search Skills and Interview Preparation Services to HOPE Clients
• Wells Fargo and Operation HOPE Introduce Free Financial Coaching to Small Businesses

News from the week of May 2, 2025 included:

• Schwab Expands Student Loan Matching, Debt Management and College Planning Resources in Collaboration With Candidly
• Industry Veterans Launch Uniting Wealth Partners, a Revolutionary RIA Model that Redefines Advisor Ownership and Succession Planning
• Kraken Launches Embed, a Crypto-as-a-Service Enabling Banks and Fintechs to Provide Clients Seamless Access to Crypto
• Vera's Fundraising
• Investrio Wins Fintech Is Femme Leadership Summit's First Pitch Contest

News for the week of April 18, 2025 includes:

• Morgan Stanley Wealth Management Pulse Survey Reveals Majority of Retail Investors Bearish
• Bankruptcy Inquiries Hit Pandemic-Era Highs, Warning of Summer Surge
• Analysis: The Hidden Cost of Leaving Your 401k Behind: How $4.55 Per Month Can Cost You Nearly $18,000
• Advisors Rate Seminars as Second-Best ROI For New Clients, Behind Networking: AcquireUp Survey

News from the week of April 11, 2025 included:

• ACI Worldwide Survey Shows Nearly 40% of Taxpayers Will Use Refunds for Debt Relief
• Eagle Freedom Fund Closes $18 Million in the First Investment Fund Dedicated to Tech Solutions Combating Human Trafficking
• Carefull Introduces ScamCheck Technology to Help Older Adults Amid Growing Scam Threats
• Fintech Alinea Invest Raises $10.4 Million For Gen Z Wealth Platform