Fintech

• 000108 Nov 06, 2026 Americans Trust AI to Flag Fraud More Than to Manage Their Money A FIS survey finds stronger support for AI fraud alerts and pre-approved bills than for autonomous money management, with age and accountability shapi...
• 000110 Nov 06, 2026 Raymond James, Ameriprise and Cetera Add Teams With More Than $2.1 Billion in Client Assets Three firms add advisory teams from PNC Private Bank, Raymond James and Northwestern Mutual, bringing more than $2.1 billion in client assets and admi...
• 000006 Nov 06, 2026 Tokenisation’s Next Test: Liquidity, Legal Rights and Market Access Dubai’s finance forum focused on what tokenised assets still need to scale: dependable liquidity, clear ownership rights and trusted routes to trade.
• 000089 Nov 05, 2026 Paris Jackson Seeks $600 Million Transfer to Family Trust as Estate Dispute Deepens Paris Jackson says her father’s family trust remains unfunded, while the estate points to past distributions, tax litigation and a multibillion-dollar...
• 000011 Nov 05, 2026 Vestmark, NDEX and Orion Add Portfolio, Data and Transition Tools for RIAs Three wealth technology deals target portfolio customization, multi-custodian data reconciliation and advisor transitions as independent firms expand.
• 000014 Nov 05, 2026 Adult Daughters Take a Larger Role in Family Financial Planning Advisors at the Women Advisor Summit stressed trust and financial confidence as adult daughters become more involved in family planning.
• 000021 Nov 05, 2026 Richmond Advisors Bring $1.2 Billion in Client Assets to Raymond James Sam Mintz and Steve Gow move their Richmond practice from Truist, adding more than $1.2 billion in client assets to Raymond James.
• 000023 Nov 05, 2026 NewEdge Wealth Adds Florida Atlantic Securities CEO to Coral Gables Team W. Trevor Beaney brings a practice overseeing more than $1 billion in client assets as NewEdge expands across South Florida and other markets.
• 000024 Nov 04, 2026 Large RIAs Name ChatGPT, Copilot and Claude More Often Than Wealth AI Tools AI mentions in RIA job posts rose to 19.4% in Q3 2026, while hiring signals remain concentrated among the largest firms.
• 000025 Nov 04, 2026 Mariner Says Hugo AI Identified $22 Billion in Client Assets Mariner says its AI agents surfaced $22 billion in assets and are helping staff pursue a goal of 500,000 households by 2028.
• 000091 Nov 04, 2026 Siebert Financial Names David and Richard Gebbia Co-CEOs as John J. Gebbia Becomes Chairman The family-led broker broadens its leadership structure as it reports $31.2 million in second-quarter 2026 revenue.
• 000029 Nov 04, 2026 Modera Wealth Adds $750 Million Newport Beach Firm in First West Coast Expansion RS Crum brings Modera its first Southern California office, 250-plus households and a nine-person team as the $20 billion firm expands its acquisition...
• 000030 Nov 04, 2026 Integrated Private Wealth Adds Four Roles for Business Owner Advisory Integrated Private Wealth expands its planning, research and operations team as it builds services for families approaching or emerging from a company...
• 000031 Nov 04, 2026 Cleros Wealth Launches With $3.61 Billion After UBS Breakaway The 11-person Fort Worth team brings $3.61 billion to a new independent firm backed by Elevation Point, with client continuity central to the transiti...
• 000037 Nov 04, 2026 Four Wealth Management Deals Show Different Paths to Scale and Succession Four acquisitions pair advisory firms with larger platforms through succession planning, regional expansion, advisor development and integrated tax an...
• 000103 Nov 04, 2026 PhotonPay’s Financial OS Vision Combines Fiat, Stablecoins and Automated Payments PhotonPay argues that cross-border finance needs an orchestration layer connecting payment rails, currencies and business software.
• 000090 Nov 03, 2026 Fragment’s Charlie Tang Focuses on Testing AI Agents for Procurement Work Fragment uses simulations built from production data to assess whether its procurement agents can handle complex business workflows reliably.
• 000041 Nov 03, 2026 Beacon Pointe Adds $637 Million ACT Wealth and Airline Pilot Expertise ACT Wealth brings $637 million in assets and a specialty in airline pilot retirement planning as Beacon Pointe expands its advisory platform.
• 000087 Nov 03, 2026 Brent Spot Pricing and Diesel Costs: Why Physical Oil Markets Matter The source identifies Brent as a physical-market price, a distinction that matters when comparing oil benchmarks with futures and fuel costs.
• 000044 Nov 03, 2026 Carson Group Adds $1.6 Billion Marietta Practice in Atlanta Expansion The four-partner Georgia firm joins Carson Wealth as the company expands its integrated offices and builds out ownership paths for advisors.