News
Personal finance app Rocket Money launched Rowan on September 3, 2026 — an AI agent that doesn't just track your spending, it acts on it.…
Vanguard announced on August 26, 2026, that it will acquire Altruist — an AI-forward wealth technology and custody platform that powers thousands of independent registered…
Wealth management platform Advisor360° rolled out a new set of AI capabilities on August 26, 2026, including a Meeting Prep AI agent that reduces pre-meeting…
Global investment in wealth management technology collapsed in Q2 2026, raising real questions about which platforms will survive — and making the choice of a…
The Treasury Department and the IRS released proposed regulations on August 20, 2026 (IR-2026-96) that define exactly what children's Trump Accounts can invest in —…
The financial planning profession is growing faster than ever. On August 18, 2026, CFP Board announced that the July 2026 CFP® Certification Exam drew 3,621…
When someone starts looking for professional money help, the first stop is increasingly a chatbot rather than a search bar or a friend's referral. That…
FINNY AI, the AI-powered prospecting and marketing platform for independent financial advisors, announced a new "Pay-as-You-Grow" pricing model on August 17, 2026. The launch is…
Betterment, one of the most widely used AI-powered robo-advisor platforms in the U.S., announced the launch of Custom Portfolios on August 17, 2026 — a…
Free AI chatbots are increasingly replacing the first call to a professional, but a new academic study published today shows exactly why knowing when you…
Vanguard published new research in August 2026 drawing a clear boundary between what AI handles well in wealth management and where human advisors remain irreplaceable…
MissionSquare Retirement, a mission-driven financial services firm that manages over $73.6 billion in assets, announced on August 10, 2026 that it is entering personal wealth…
A new Gallup survey of 5,075 U.S. adults reveals a striking divide in how Americans relate to AI in personal finance: one in five who…
A persistent bottleneck is holding back AI adoption at most advisory firms: the data is too fragmented for AI agents to act on reliably. On…
Two European fintech players joined forces this week to bring institutional-grade AI investment guidance directly to retail clients — without adding advisory headcount. The partnership…
On August 5, 2026, Dutch banking giant Rabobank announced it will invest €2 billion (roughly $2.3 billion) over the next three years in artificial intelligence,…
The share of clients expressing a positive financial outlook jumped 14 percentage points between spring and summer 2026 — a rebound that underscores why knowing…
A new AI-native wealth advisory startup is betting that personalized financial guidance no longer has to be a privilege reserved for the ultra-rich. On August…
A sweeping new PwC survey of more than 1,000 US financial services executives has landed a stark verdict on the industry's direction: artificial intelligence competency…
A quiet power shift is underway in wealth management: affluent investors are feeding their portfolio recommendations into AI chatbots like ChatGPT and Claude — before,…
Sixty days after launch, roughly 100,000 retail investors have opened funded Agentic Trading accounts on Robinhood — accounts where an AI agent can buy and…
LPL Financial, the largest independent broker-dealer in the U.S., officially launched LPL Latitude on July 29 — a unified technology platform backed by nearly $2…
On July 29, 2026, Bloomberg announced a definitive agreement to acquire Canoe Intelligence — an AI platform that automates data collection across private markets funds.…
Webull Advisors launched Managed Bond Portfolios on July 27, 2026 — the first robo-advised individual bond portfolio offering available to retail investors. Where traditional separately…
A landmark 13-year study published this week finds that working with a human financial advisor adds approximately 4.92% in annual value — and behavioral coaching…
HSBC announced on July 27, 2026 that it will establish a Global AI Centre of Excellence in Singapore, targeting three high-impact areas: personalizing the client…
The wealth management industry is betting big on artificial intelligence: 67% of firms now list AI as a dedicated line item in their technology budgets,…
The Certified Financial Planner Board of Standards took enforcement action against 14 individuals in July 2026, imposing sanctions ranging from suspensions to permanent bars. For…
Advyzon, a wealth management technology platform serving RIAs, hybrid firms, and family offices, announced on July 22, 2026 the launch of Advyzon AI — a…
A new MIT Sloan study finds that AI financial advice is "surprisingly good" — boosting savings rates, encouraging diversified portfolios, and guiding age-appropriate risk reduction…
The market for AI tools in wealth management just got a lot easier to navigate. On July 21, 2026, Ezra Group — a wealthtech consulting…
The global policy watchdog OECD published its first dedicated report on AI in personal finance on July 17, 2026 — a signal that AI financial…
Brokerage infrastructure company Alpaca closed a $135 million Series C+ round led by Peak XV Partners on July 16, 2026 — a sign that AI…
On July 15, 2026, Wells Fargo officially rolled out AI Teammate — an AI-powered chat interface built directly into its Advisor Gateway platform, giving financial…
On July 15, 2026, fintech startup EdWealth unveiled Ed, an agentic AI financial coach aimed squarely at everyday Americans who navigate money decisions without a…
Visa introduced AI Financial Assistant on July 14, 2026, a new value-added service that lets banks embed a conversational, in-app experience directly into their existing…
New York-based Hadrius has closed a combined $27 million seed and Series A round led by CRV to build AI-native compliance infrastructure for financial services…
San Francisco-based Feathery closed a $30 million Series A on July 14, 2026, to scale its AI operating and decisioning system for financial services firms.…
Arca, an AI-native wealth management platform with over $1 billion in client assets under management, has emerged from stealth with $64 million in total funding…
A major Stanford GSB study published July 13, 2026 reveals that AI financial advice is not equal for everyone — and the gaps in outcomes…
A new national survey shows that artificial intelligence has quietly become standard equipment in financial planning practices — with 82% of advisors already using AI…
Millions of people are turning to AI chatbots for help with budgeting, savings, and retirement planning — but a new study warns the advice they…
The Federal Trade Commission has proposed a new policy statement that could reshape how AI tools handle accuracy, a question that matters directly to anyone…
Advisor360° rolled out Meeting Prep on July 7, 2026 — an AI agent that automatically generates a personalized client agenda before every meeting with zero…
The UK's Financial Conduct Authority published a landmark review on July 6, 2026, mapping how artificial intelligence could reshape retail financial services by 2030 —…
New York-based LinqAlpha has closed a $22 million Series A round to build what it calls the "Alpha Intelligence Layer" for global public markets —…
OpenAI has opened its personal finance feature to ChatGPT Plus subscribers in the U.S., bringing AI-powered budget analysis and spending dashboards to users on the…
Starting June 29, 2026, the SEC significantly raised the minimum wealth thresholds that allow registered investment advisers to charge performance-based fees — a change that…
Altruist has opened a waitlist for a new financial planning module inside its Hazel AI platform — a tool the company says can produce a…
Financial planning software maker RightCapital has launched Iris, an AI agent it calls the first tool of its kind able to read a client's financial…
The bar for fee-only financial advice just got higher. On June 22, 2026, the National Association of Personal Financial Advisors (NAPFA) formally announced a new…
Salesforce has launched Agentic Advisor, a suite of six AI-powered capabilities built natively into Agentforce for Financial Services — the company's platform for wealth managers…
Seventy percent of women replace their financial advisor within a year of losing their spouse — and that single statistic reveals a deep mismatch between…
The SEC Division of Examinations published a Risk Alert on June 9, 2026 documenting a wide range of fee-related deficiencies discovered during recent adviser examinations…
The SEC's Division of Examinations just reminded every investor why the question of fiduciary duty matters more than ever: on June 9, 2026, regulators published…