Financial Services News You Might Have Missed

Alexandra Zendrian
  • 5.0 (1)
  • Investing
  • Updated Weekly

A collection of the week's financial services and fintech news that didn't get enough time in the spotlight.

  1. Jul 10

    GReminders, JD Power, Project Management Institute, USAA & Wounded Warrior Project

    Financial services news for the week of July 10, 2026 included: GReminders Launches 'AI Forms' to Automate CRM Data Extraction From Documents and Meeting TranscriptsAI Adoption Accelerates, Driving Financial Advisor Loyalty, JD Power FindsIn an AI Economy, Judgment is the New Job Security: PMI Refreshes the PMP® Certification to Validate the Skills That Outlast the ToolsUSAA and Wounded Warrior Project Launch $5 Million Initiative to Help Veterans Build Financial Security During the Transition to Civilian Life

    GReminders, JD Power, Project Management Institute, USAA & Wounded Warrior Project

  2. Apr 24

    Objective Measure, Rossby Financial, Canopy, 1-800Accountant

    Financial services news the week of April 24, 2026 included: Redefining the Financial Plan: Why Having a Process Is More ImportantRossby Financial, ROffice Add Transition & Business Development Aficionado Grier Rubeling to TeamsRossby Financial Arms Its Advisors with Chief Compliance Officer Marissa Harris, CERPCanopy Integrates Accounting-Aware Intelligence into Meetings with New AI-Powered Notetaker1-800Accountant Launches New Tax-Optimized Business Tax Savings Service for 1099 Workers

    Objective Measure, Rossby Financial, Canopy, 1-800Accountant

  3. Feb 27

    Financial Planning Association, ElevenLabs, Treble & CFP Board

    Financial services news the week of February 27, 2026 included: FPA, Snappy Kraken Partner to Transform FPA PlannerSearch into a High-Trust Lead EngineElevenLabs and Better.com Showcase Success of AI Loan Agent, Betsy™, at Scale in Financial ServicesTreble Report: Nearly Half of Enterprise Buyers Now Start Vendor Research with AI, Ahead of Google SearchGen Z College Students Hungry for Financial Education, New CFP Board Study Finds

    Financial Planning Association, ElevenLabs, Treble & CFP Board

  4. Feb 22

    Nitrogen, Marchex, Rain & Quinn

    Financial services news for the week of February 20, 2026 included: Nitrogen Redefines the Client Meeting with Launch of Nucleus Agentic AI, Tax Planning UpgradesMarchex to Showcase How Franchise Brands Turn Customer Conversations into Revenue Growth and Operational Consistency at IFA 2026Only Half of Employers Plan to Modernize Payroll in 2026 Despite Widespread Employee Demand for Pay Timing FlexibilityQuinn Expands as Financial Institutions Accelerate Adoption of AI-Powered Financial Planning

    Nitrogen, Marchex, Rain & Quinn

  5. Feb 13

    Claro Advisors, Redfin & New York Life

    Financial services news for the week of February 13, 2026 included: Claro Advisors Launches AI-Native Wealth Management Platform for Independent Financial AdvisorsRedfin Reports Homebuyers Need to Earn $35,000 More Than Renters to Afford Monthly Payments—the Smallest Gap in 3 YearsAffordability Is Improving: Buyers Must Earn $111,000 to Afford the Typical Home, Down 4% From Last YearNew York Life Launches Golden Futures Awards and Scholarships to Strengthen Financial Confidence Across Generations

    Claro Advisors, Redfin & New York Life

  6. Feb 6

    CIC Partners, Macrobond, The Standard, The Beatles

    Financial services news for the week of February 6, 2026 included: CIC Partners Celebrates Successful Partnership and Growth of American College of EducationMacrobond Launches Macrobond Amplify, A New Standard for Interactive Financial ResearchNew Research From The Standard Finds Women Struggle to Balance Near‑Term Financial Pressures With Saving for the FutureThe Beatles Didn’t Just Change Music. They Mastered Teamwork

    CIC Partners, Macrobond, The Standard, The Beatles

  7. Jan 30

    Asset-Map, Brex, Research and Markets & Empathy

    Financial services news for the week of January 30, 2026 included: From Client Conversations to Financial Plans: Asset-Map and Jump Integration Powers Actionable Planning Next StepsCapital One Acquires BrexCryptocurrency Market Trends and Global Forecasts Report 2025-2035: Millennial-Led Participation and the Emergence of Crypto as a Viable Career Path Redefine Financial Sector PerceptionsEmpathy Announces Strategic Collaboration with Transamerica to Deliver Comprehensive Family Support

    Asset-Map, Brex, Research and Markets & Empathy

  8. Jan 23

    AdvizorPro, Financial Planning Association & Balance Homes

    Financial services news the week of January 23, 2026 included: AdvizorPro's U.S. Wealth Advisor Movement Report 2026Registration for the FPA Spring 2026 Residency Is OpenAs Affordability Challenges Put American Homeownership At Risk, Balance Homes Relaunches With $30 Million Backing From Falco Group

    AdvizorPro, Financial Planning Association & Balance Homes
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A collection of the week's financial services and fintech news that didn't get enough time in the spotlight.

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