News from the week of April 4, 2025, included:

• Sei Foundation Establishes US Non-Profit Foundation and Opens New York Office To Fuel Adoption and Growth in America
• Largest Ever Study of Crypto Holders in the U.S. Finds 21% of Adults Use Digital Assets
• Advisor360° Launches Parrot AI™: A More Secure, Compliant Generative AI Assistant for Financial Advisors
• Wiss Expands Financial Literacy Program to Help Students Build Stronger Financial Futures

Shoutouts went to SheFi and Drew Boyer and his Hip Hop x Finance book.

News from the week of March 28, 2025, includes:

• Lincoln Financial expands financial wellness solutions to empower employee wellbeing
• LRN Research Reveals Key E&C Challenges Shaping the Future of Financial Services Industry

• Primerica Household Budget Index™: Uncertainty Continues to Increase for Middle-Income Families Over Rising Cost of Necessities and Leveling of Income Growth
• Tabs and Rillet Partner to Build the Next-Generation Finance Stack
• Fidvisor and AffordaCare Partner to Deliver Comprehensive Financial and Healthcare Solutions at Zero Net Cost

News from the week of March 21, 2025 included:

• Allstate survey: Americans express growing concern about their personal info at tax time – why identity protection may offer the best safeguards
• Kraken to Acquire NinjaTrader: Introducing the Next Era of Professional Trading
• Younger, Do-it-Yourself Investors Seek Human Financial Advice in Uncertain Economy, J.D. Power Finds
• TD Awards $4 Million to U.S. Nonprofit Organizations Supporting Small Business Owners

News from the week of March 13, 2025 included:

• Bloxley Selects Mbanq to Power Its Vision for Effortless Stylish Finance
• Marstone's Digital Tool Simplifying Investment Management Coming to Elevations' Members
• Elm Wealth's Haghani Shares Award for Uncovering Causes of Overnight Drift in Meme Stocks, Bitcoin
• Two Speed Economy Emerges as 42% of Canadian Businesses Take a 'Wait-and-See' to Tariffs, Float Report Finds

News from the week of March 6, 2025 included:

• Flex Raises $225 Million in Equity and Debt Funding to Build All-in-One Business and Personal Financial Management Platform for Business Owners
• Don't Fall for These Credit Card Myths
• Nitrogen Introduces Nitrogen Risk Engine, Unlocking Proprietary Risk Number and Portfolio Analytics APIs for Tech-Savvy Financial Institutions & Wealth Enterprises
• Practifi Unveils AI-Driven CRM Strategy to Power the Future of Wealth Management

News from the week of February 27, 2025 featured:

• Wealthspire Advisor's ASPIRE
• True Link Becomes Forbes Fintech 50 Company
• Gladstone Group's One-Stop Shop
• Emburse's AI Enhancements

The news from the week of February 13, 2025 featured:

• Elm Wealth Launches Dynamic Index Investing ETF With Industry-Leading Low Fee
• 76% of U.S. Corporate Directors Cite Growth as a Top Priority This Year, Outpacing Efficiencies and Cost-Cutting
• Study: Americans Working with CFP Professionals Enjoy Greater Financial Well-Being
• Experian: Financial Strain Leads to Breakups for More Than a Quarter of Americans

The news from the week of February 7, 2025 featured:

This week's news features Archive Intel's latest capital raise, Arteria AI's new research arm and OneVest and The Helper Bees' latest capital raise.

This week's episode features AcquireUp's new Express Digital offering, Wealthtender's new Testimonial Marketing Studio, Principal Financial Group's latest survey and Fundraise Up's capital raise.