Financial Services News You Might Have Missed

Financial services news for the week of October 3, 2025 included:

• Customization and Tax Management Dominate Advisor Research Study
• Few investors feel confident about managing their retirement accounts: Report
• Communify Expands MIND AI™ Stories Suite with Personalized, AI-Powered Narrative Experiences Driven by Client Data
• Change the Board Game, an Initiative Founded by e.l.f. Beauty, Grows Coalition Championing Inclusivity on Corporate Boards

Financial services news for the week of September 26, 2025 included:

• Capgemini: Banks Face Fallout as 40% of Small and Mid-Sized Merchant Businesses Eye Shift to PayTechs
• Don’t Let Financial Reality Bite: CFP Board Survey Uncovers Gen X's Biggest Financial Regrets and Advice for Today's Young Adults
• Institutional Investors Say Market Commentary and Thought Leadership Directly Influence Asset Manager Selection, Core Data Research Finds
• goBeyondProfit Report Reveals Generational Divide Quietly Reshaping the Workplace

Financial services news for the week of September 19, 2025 included:

• AdvizorPro Advisor Moves August 2025
• FINRA Announces Launch of Crypto and Blockchain Education Program
• Maximizing AI Adoption Has Become Enterprises' Largest Challenge, Impacting Profits in 72%, According to a New Larridin Study
• Trust Is the New Business Currency, Says Great Place To Work in Groundbreaking Report

Financial services news for the week of September 12, 2025 included:

• Robinhood Unveils Powerful New Tools for Active Traders at HOOD Summit 2025
• CPA Bret Pacheco Argues the Billable Hour Is Inherently Flawed. He Built a New Model to Fix It.
• Charm Security and Give an Hour Unite AI and Mental Health Expertise to Fight Scams
• Ameriprise Financial Matching Public Donations to Feeding America® Now Through Oct. 31

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