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

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