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
Jump and Wealth.com Announce Strategic Partnership to Streamline Estate and Tax Planning for Financial Advisors February 12, 2026
WealthReach Launches InsuranceReach Platform to Enhance Lead Generation for Insurance Professionals 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
Zocks and Wealth.com Partner to Streamline Estate Planning for Financial Advisors with AI Integration February 5, 2026
Focal Integrates Shaping Wealth’s Behavioral Coaching to Enhance Advisor Performance with AI January 29, 2026
Intention.ly to Launch Next-Generation AI-Powered Advisor Brand Builder Platform in 2026 January 28, 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
