Financial Services News You Might Have Missed

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

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