The Oasis Group and Practifi Release White Paper on Strategic CRM Selection in Wealth Management February 12, 2026
Charityvest Doubles Charitable Contributions to $265M in 2025, Expands DAF Offerings February 12, 2026
Kestra Holdings Launches New Client Portal Powered by Addepar for Enhanced Advisor and Client Experience February 12, 2026
Dispatch Integrates with Schwab Advisor Services for API-Based Digital Account Onboarding February 12, 2026
Jump and Wealth.com Announce Strategic Partnership to Streamline Estate and Tax Planning for Financial Advisors February 12, 2026
Allworth Financial Partners with RISR to Enhance Business Owner Planning for Advisors February 6, 2026
Dynasty Financial Partners Secures Minority Capital Raise to Enhance Network Support, AI Technology, and M&A Growth February 6, 2026
Datalign Advisory Enhances GEOsAI for Precision Financial Advisor Office Location Selection February 6, 2026
YourStake Acquires First Affirmative, Relaunching as Formative to Broaden Advisor Support for Values-Based Investing May 24, 2026
NYSE President Lynn Martin Advocates for Global AI Governance and Inclusive Economic Growth at APEC Forum May 18, 2026
Pyxis Group and Principia Consulting Form Joint Venture for Global Commodity and Energy Markets May 18, 2026
Datavault AI Secures $60 Million in Registered Direct Offering to Fund Quantum-Ready GPU Edge Network Deployment May 6, 2026
