Warren, the top-ranking Democrat on the Senate Banking Committee, has sent a letter YouTube star Jimmy Donaldson, better known as MrBeast, and the founder of Beast Industries.
“That’s a new business line for us,” says CEO Erin Friez.
Meanwhile, new AI from WealthFeed helps advisors grappling with referral challenges, while OneVest debuts an AI-native platform for small and nimble advisor practices.
Elsewhere, Nitrogen claims a wealth tech first with AI governance certification, while Intellebox.ai forges a strategic partnership with a leading macro investment research provider.
Move aims to bundle semi-liquid private markets into everyday portfolio workflows while Envestnet handles research, trading and rebalancing behind the scenes.
After piloting with select partner firms, the commission-free annuity platform's latest module has seen nearly $1 billion in annuity assets uploaded since its late-2025 soft launch.
New research shows neobanks gaining customers faster while legacy brands hold affluent segments.
New T3 survey finds notetaking and generative AI going mainstream as advisors weigh suites against stacks and planning modules gain ground.
New "Dash" capability within Moneyguide aims to boost client prospecting discussions, while WealthStream's newly launched AI platform looks to help fill early gaps in advisor expertise.
Meanwhile, estate planning tech platform Vanilla and TaxStatus, the IRS-sourced data provider, have inked timely fintech tie-ups for advisors in the thick of tax season.
Wes Caywood of Pave on delivering true personalization at scale and why superficial customization is no longer enough to meet client expectations
Firms expand AI-driven platforms, including a new enterprise partnership for RIA custodian Altruist, to boost advisor productivity and client service.
Hamachi and Advisor CRM are also extending the industry-wide trend toward data-driven insights, while Docupace and iPipeline announce new additions to their leadership.
Brokerage fintech DriveWealth will integrate with Kalshi's prediction markets, as a MrBeast employee was fined and suspended over insider trading on Kalshi.
April has already handled more than $1 billion in refunds this tax season, offering advisors the ability to model the tax impact of client decisions like large stock sales or Roth conversions.
“The acceleration of generative AI is foundational to how firms operate, compete, and serve clients,” said Germán Soto Sanchez, chief product and strategy officer at Broadridge Financial Solutions.
New workplace savings program targets startup employees by merging institutional portfolios, retirement tech, and equity ownership on a single platform.
Shaping Wealth has also added a seasoned fintech veteran to its own C-suite, while Nitrogen unveils an AI agent alongside other updates to enhance client meetings.
New suite targets long-standing pain points around risk modeling, data reconciliation, and advisor competency in digital assets.
Scott Brown’s will oversee Morningstar Direct, data feeds, and advisory tools as the firm continues to build unified intelligence around public and private market analytics.
