Financial services news for the week of December 19, 2025 included:

• Rossby Financial's Year-End Update
• Morningstar and PitchBook Bring Trusted Investing Intelligence to Apps in ChatGPT
• 75% of Americans to Maintain or Increase Charitable Giving Through End of 2025, Church Mutual® Survey Finds
• Fifth Third Awards Nearly $145,000 in Grants and Tips in Annual 'Swap, Snap, Share' Small Business Appreciation Campaign

Financial services news for the week of December 12, 2025 included:

• Elements' Revitalization
• New research from Edelman Financial Engines explores “What Money Means”
• Financial Institutions Maximize Humanity to Find Profitability in 2026
• Maxima Provides Free Massage Vouchers to Spotlight Accountant Burnout During Year-end Close
• Zocks Appoints Matt Halloran as Chief Evangelist to Lead AI Education for Advisors

Financial services news for the week of December 5, 2025 included:

• CFP Board Announces November 2025 CFP® Certification Exam Results
• National Cryptocurrency Association, Coinbase, and Operation HOPE Announce New initiative to Empower Communities Through Crypto Literacy
• Gen Z Struggles with Underemployment as Layoff Fears Shake Workforce Confidence Entering 2026, New Data from Employment Hero Reveals
• Operation HOPE Fourth Quarter 2025 Research Finds Respondents Cutting Holiday Spending Due to Increased Financial Challenges but Staying Optimistic About 2026

Financial services news for the week for November 21, 2025 included:

• New CFP Board Report Charts the Path Forward for AI in Financial Planning
• U.S. Businesses Lean on Talent and Tech to Power Growth Amid Rising Costs
• New Report from Vitable Health: Cost, Not Coverage, Is the Real Barrier to Healthcare for Small Business Workers
• G-Knot Launches Exclusive Presale: World’s First Finger Vein Wallet

Financial services news for the week of November 14, 2025 included:

• “Crush it in Every Meeting”: Nitrogen Announces Lineup for Fearless Investing Summit 2026
• New Rippling Report Highlights Software Sprawl as Major Resource Drain for HR, IT & Finance Departments
• Telcoin Makes U.S. Banking History with Approval to Launch the First Regulated Digital Asset Bank
• Offerday AI Launches Resume+ to Empower Candidates to Speak Beyond Their Resume with a Voice Feature

Financial services news for the week of November 7, 2025 included:

• Apiture Launches AI-Powered User Interface for a Predictive, Personalized Digital Banking Experience
• Safanad’s Chief Strategist, Dr. John Rutledge, “Redefines Investing” With Launch of Asset-First Economics Video Series
• Asset-Map and eMoney Advisor Integrate, Bringing Powerful Visual Planning Insights into Client Conversations
• FPA Unveils Reimagined Conference Lineup Aligned with Every Stage of the Financial Planner’s Career Journey

Financial services news for the week of October 31, 2025 included:

• Elevation Point Selects OnBord To Streamline Advisor Transitions, Accelerate Client Onboarding
• New Fidelity Research Shows Women Embracing Financial Frugality, Prioritizing Long-Term Savings
• Lili, the Small Business Banking Platform, Unveils New Data from Accountant AI: Over Half of Small Business Owners’ Questions Are About Taxes
• Financial Services Firms Rapidly Integrate AI, but Validation and Third-Party Oversight Still Lag, Survey Finds

Financial services news for the week of October 24, 2025 included:

• Nitrogen Unveils Integrated AI Tax Planning Software
• Nearly Half of Small Businesses Say Late Payments, Fraud Threaten Access to Credit and Undermine Growth
• Streetbeat Raises $15 Million to Scale AI-Powered Trading for Wealth Managers, Increasing Client Capacity and AUM Potential
• Ding Dong! The Untold Story of How Ring Went From Shark Tank Reject to Everyone’s Front Door

Financial services news for the week of October 17, 2025 included:

• Bento Engine and Event Advisors Launch “Bento Events in a Box” Program
• CFP Board Publishes Guide on Navigating Marital Conflicts of Interest for CFP® Professionals
• Income Lab Unveils Game-Changing AI Suite to Transform Advisor Efficiency and Client Engagement
• A Bold Solution to Financial Stress: Payroll-Delivered Emergency Savings Accounts

Financial services news for the week of October 10, 2025 included:

• AdvizorPro's September 2025 Advisor Moves
• Are We on the Verge of a New Normal as Fintechs Pursue Bank Charters?
• The Credit Paradox: 53% of Americans Are Dependent on Credit Even as 72% Say the System is Unfair
• The Majority of Americans (74%) are Abandoning Their American Dream in Response to Current Economic Pressure

Financial services news for the week of October 3, 2025 included:

• Customization and Tax Management Dominate Advisor Research Study
• Few investors feel confident about managing their retirement accounts: Report
• Communify Expands MIND AI™ Stories Suite with Personalized, AI-Powered Narrative Experiences Driven by Client Data
• Change the Board Game, an Initiative Founded by e.l.f. Beauty, Grows Coalition Championing Inclusivity on Corporate Boards

Financial services news for the week of September 26, 2025 included:

• Capgemini: Banks Face Fallout as 40% of Small and Mid-Sized Merchant Businesses Eye Shift to PayTechs
• Don’t Let Financial Reality Bite: CFP Board Survey Uncovers Gen X's Biggest Financial Regrets and Advice for Today's Young Adults
• Institutional Investors Say Market Commentary and Thought Leadership Directly Influence Asset Manager Selection, Core Data Research Finds
• goBeyondProfit Report Reveals Generational Divide Quietly Reshaping the Workplace

Financial services news for the week of September 19, 2025 included:

• AdvizorPro Advisor Moves August 2025
• FINRA Announces Launch of Crypto and Blockchain Education Program
• Maximizing AI Adoption Has Become Enterprises' Largest Challenge, Impacting Profits in 72%, According to a New Larridin Study
• Trust Is the New Business Currency, Says Great Place To Work in Groundbreaking Report

Financial services news for the week of September 12, 2025 included:

• Robinhood Unveils Powerful New Tools for Active Traders at HOOD Summit 2025
• CPA Bret Pacheco Argues the Billable Hour Is Inherently Flawed. He Built a New Model to Fix It.
• Charm Security and Give an Hour Unite AI and Mental Health Expertise to Fight Scams
• Ameriprise Financial Matching Public Donations to Feeding America® Now Through Oct. 31

Financial services news for the week of August 29, 2025 included:

• IG Wealth Management Partners with interVal to Elevate Financial Planning for Canadian Business Owners
• Fintech Startup Payment Labs Raises $3.25 Million Seed Round to Power Payments in Sports, Creator Economy, Esports, and More
• Welcome Tech Raises $7.5M to Scale AI-Powered Platform Connecting Immigrant Workforce with U.S. Employers
• 66% of Consumers Don’t Realize AI Could Help Their Finances, New Kikoff Survey Finds
• Archive Intel Launches AI Marketing Review to Streamline Compliance with SEC and FINRA Marketing Rule

Financial services news for the week of August 22, 2025 included:

• Advisor Moves in July 2025
• Daily AI Use Among Financial Advisors Doubles, Yet Confidence Gaps Persist: Horsesmouth Survey
• AI Adoption Spurs Startup Hiring and Growth, New Mercury Report Finds
• Kartoon Studios Launches “Bitcoin Brigade: Adventures in Satoshi City” – A New Animated Children’s Series and Multi-Platform Ecosystem Built Around Bitcoin and DeFi

Financial services news from the week of August 15, 2025 included:

• New Jackson Study Uncovers Surprising Retirement Vulnerabilities and Missteps in Managing Market Risk
• New Study Shows Gen Z Positively Re-Shaping Money Culture With 82% Feeling Good About the Amount They’re Saving
• 2025 Study Reveals How Americans Find & Hire Financial Advisors
• Randy Ai Law Office Launches Workplace Rescue & Severance Improvement Programs to Protect Employees Across Canada

Financial services news from the week of August 8, 2025 included:

• Docyt Sets New Standard for AI-Powered Accounting with Launch of High Precision Accounting Intelligence (HpAI), Purpose-Built AI for Accounting Automation
• Vestible Launches Regulated Platform to Help College Athletic Departments Raise Equity Capital
• Future Tech Launches $1,000 Child Investment Benefit for Employees, Enhancing Long-Term Family Support
• Student Freedom Initiative Enlists Live Nation Urban to Accelerate Its Mission to Dismantle the Student Loan Debt Crisis for Students Attending Historically Black Colleges and Universities

Financial services news from the week of August 1, 2025, included:

• Wealthtender Launches AI-Optimized FAQs to Help Financial Advisors Get Found Faster
• JPMorganChase and Coinbase Launch Strategic Partnership to Make Buying Crypto Easier than Ever
• Fidelity Investments® Releases 2025 Retiree Health Care Cost Estimate, a Timely Reminder for All Generations to Begin Planning
• FICO Survey Shows Americans Prepared to Be Dishonest to Meet Financial Needs

Financial services news from the week of July 25, 2025 included:

• SecureSplit™ App Launches, Takes Guesswork Out of Divorce Financial Planning
• Interactive Brokers Survey: Independent RIAs See AI as an Ally, Not a Threat
• Candidly Introduces Cait: Multi-Agent AI Assistant Delivers Comprehensive Financial Guidance for Student Debt and College Planning
• The Rising Cost of Living Is Becoming a Mental Health Crisis for Young Employees
• 2025 Advisor Demographics & Team Structures Report Part 2 – Female Leadership, Advisor Diversity & Personal Signals