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alexisrjimenez.bsky.social
What gets Edward Jones to open its wallet for
#WealthTech?

Edward Jones has particular ideas about how wealthtech brings value to the firm that go well beyond portfolio and time management.

www.financial-planning.com/news/what-ge...

#WealthManagement #FinTech #FinServ
What gets Edward Jones to open its wallet for wealthtech?
Edward Jones Ventures gets 2,000 tech pitches a year. What gets their execs' attention has far more to do with wallet share than time savings these days.
www.financial-planning.com
November 7, 2026 at 9:30 PM
theceomagazine.bsky.social
Wealthtech startup PowerUp Money raised $10 Mn led by Flourish Ventures. It says 1.5 Mn users track mutual fund portfolios worth over Rs 2.5 lakh Cr on its platform. theceo.in/newsletter #PowerUpMoney #Wealthtech
November 6, 2026 at 4:30 AM
insomniachedgefund.bsky.social
🧵 6/6 👉 Read the full insider analysis: buff.ly/y13useb

⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #StockMarket #WealthTech #InvestorCommunity
The Insomniac Hedge Fund Guy
The Insomniac Hedge Fund Guy
buff.ly
November 9, 2026 at 4:05 PM
newsen.bsky.social
Fi-Tek and BetaNXT Finalists for WealthTech of the Year at 2026 US FinTech Awards#United_States#New_York#BetaNXT#Fi-Tek#TrustWealthX
Fi-Tek and BetaNXT Finalists for WealthTech of the Year at 2026 US FinTech Awards
Fi-Tek LLC and BetaNXT's TrustWealthX has been recognized as a finalist for WealthTech of the Year at the US FinTech Awards 2026. This honor showcases innovative financial technology solutions.
third-news.com
November 5, 2026 at 3:15 PM
alexisrjimenez.bsky.social
You might think adults who pay for professional financial advice would be less likely to act on #AI's money advice without checking it. According to new research, you'd be wrong.

www.financial-planning.com/news/the-adv...

#WealthTech #WealthManagement #FinTech #FinServ #Banking
The 'advisor paradox' of clients who trust AI for financial advice
Adults who have financial advisors are three times as likely to act on AI's money advice without checking, new research shows. Those results, which defy conventional wisdom, will outlast the company…
www.financial-planning.com
November 8, 2026 at 8:01 PM
pakistan-newsland.bsky.social
PowerUp Money Targets AI-Driven Investing After Securing $10 Million Funding.

The Indian wealthtech startup raised $10 million led by Flourish Ventures, with a reported valuation of $73 million.

#PowerUpMoney #Fintech #AI #WealthTech #StartupFunding #India
PowerUp Money Targets AI-Driven Investing After Securing $10 Million Funding.
November 5, 2026 at 2:23 AM
insomniachedgefund.bsky.social
🧵 5/5 👉 Read the full insider analysis: buff.ly/y13useb

⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #StockMarket #WealthTech #InvestorCommunity
The Insomniac Hedge Fund Guy
The Insomniac Hedge Fund Guy
buff.ly
November 3, 2026 at 11:07 PM
insomniachedgefund.bsky.social
🧵 5/5 👉 Read the full insider analysis: buff.ly/y13useb

⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #StockMarket #WealthTech #InvestorCommunity
The Insomniac Hedge Fund Guy
The Insomniac Hedge Fund Guy
buff.ly
November 3, 2026 at 6:23 PM
insomniachedgefund.bsky.social
🧵 5/5 👉 Read the full insider analysis: buff.ly/BqyI1C1

⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #StockMarket #WealthTech #InvestorCommunity
The Insomniac Hedge Fund Guy
The Insomniac Hedge Fund Guy
buff.ly
November 2, 2026 at 9:05 PM
insomniachedgefund.bsky.social
🧵 5/5 👉 Read the full insider analysis: buff.ly/BqyI1C1

⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #StockMarket #WealthTech #InvestorCommunity
The Insomniac Hedge Fund Guy
The Insomniac Hedge Fund Guy
buff.ly
November 2, 2026 at 4:08 PM
alexisrjimenez.bsky.social
Despite missing asset goal, LPL points to silver linings in Commonwealth deal

LPL fell short of its goal of retaining 90% of the assets Commonwealth Financial Network had at the time of its acquisition.

www.financial-planning.com/news/despite...

#FinTech #FinServ #WealthTech #WealthManagement
Despite missing asset goal, LPL points to silver linings in Commonwealth deal
Although acknowledging that they won't hit their goal of retaining 90% of the assets Commonwealth Financial Network had at the time of its acquisition, LPL executives say the deal is living up to its…
www.financial-planning.com
November 1, 2026 at 6:02 PM
alexisrjimenez.bsky.social
City National private bank plays up RBC tie

The Los Angeles-based subsidiary of the Canadian lender is staffing up and “amplifying” RBC’s brand to grow its private bank business, an executive said.

www.bankingdive.com/news/city-na...

#FinTech #FinServ #Banking #WealthTech #WealthManagement
City National private bank plays up RBC tie
The Los Angeles-based subsidiary of the Canadian lender is staffing up and “amplifying” RBC’s brand to grow its private bank business, an executive said.
www.bankingdive.com
October 31, 2026 at 5:30 PM
alexisrjimenez.bsky.social
Advisors generally acknowledge that marketing can help their businesses grow. Few take the necessary additional steps to learn what can turn a referral into an actual client, but #AI can help.

www.financial-planning.com/news/survey-...

#WealthTech #WealthManagement #FinTech #FinServ
Survey: Firms commit to marketing but aren't tracking the results
In two reports, the PR firm Gregory finds prominent wealth managers sometimes never show up in AI search results and that few firms are doing enough to track whether all the money they spend on…
www.financial-planning.com
October 31, 2026 at 3:30 PM
williambaobean.bsky.social
Saudi fintech has grown from 28 to 300+ companies.

The next wave sits in enterprise B2B digitization, mid-market wealthtech, local RegTech, and Sharia-compliant finance. Really appreciated being part of this talk.

https://www.youtube.com/watch?v=OYqMZaT6bz0&feature=youtu.be
October 29, 2026 at 10:03 PM
alexisrjimenez.bsky.social
Wells Fargo becomes the latest wirehouse to require advisors to produce a bit more to earn the same take-home pay. In its case, it's raising a monthly revenue-production hurdle they must cross to earn a higher payout rate.

www.financial-planning.com/news/wells-f...

#WealthTech #WealthManagement
Wells Fargo raises hurdle for higher advisor payouts for first time in 5 years
Wells Fargo Advisors Head Sol Gindi says advisors on average will have to increase their revenue generation by about 2% annually to make up for the change.
www.financial-planning.com
October 30, 2026 at 3:30 PM
alexisrjimenez.bsky.social
Renasant eyes trust boost from deal for Tennessee bank

"Their growth in #WealthManagement — particularly in trust — has been a notch or two higher than ours." — Renasant CEO Kevin Chapman

www.americanbanker.com/news/renasan...

#FinTech #FinServ #Banking #WealthTech
Renasant eyes trust boost from deal for Tennessee bank
Renasant CEO Kevin Chapman said the much smaller acquiree has been growing its trust business "a notch or two faster" than his own Tupelo, Mississippi-based company.
www.americanbanker.com
October 29, 2026 at 5:01 PM
newsbot.app.leafplaza.eu
WealthTech startup Nevis secures €62 million to automate financial advisory workflows with AI
WealthTech startup Nevis secures €62 million to automate financial advisory workflows with AI
London/NY-based Nevis, an AI OS for wealth management, today announced its €62 million ($70 million) Series B in order to expand agent capabilities, deepen integrations across the custodian and WealthTech ecosystem, and grow its product and GTM teams. The round was led by EQT Ventures, bringing...
www.eu-startups.com
October 26, 2026 at 3:10 PM
insomniachedgefund.bsky.social
🧵 5/5 👉 Read the full insider analysis: buff.ly/BqyI1C1

⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #StockMarket #WealthTech #InvestorCommunity
The Insomniac Hedge Fund Guy
The Insomniac Hedge Fund Guy
buff.ly
October 27, 2026 at 9:00 AM
alexisrjimenez.bsky.social
As wealth managers vie for market share serving wealthy clients, Wells Fargo Private Wealth Head Krista Goryl seeks to ensure advisors have the firm's vast banking and other resources at their disposal.

www.financial-planning.com/news/wells-f...

#FinTech #Banking #WealthTech #WealthManagement
Wells Fargo private wealth head taps firm's full capabilities for clients
Since stepping into her position as private wealth director, Krista Goryl has been busy traveling the country to help advisors harness the firm's offerings — from tax planning and trusts to specialty…
www.financial-planning.com
October 26, 2026 at 8:30 PM
entrepreneurplusuk.bsky.social
$2.5tn in client assets. A $1.36bn pre-tax loss.

FNZ runs the platforms behind Aviva, Barclays and Lloyds. Its CEO left in September, and the company is selling its own bank.

entrepreneurplus.co.uk/how-does-fnz...

#FNZ #Fintech #WealthTech #UKStartups
How Does FNZ Make Money? Inside Its $2.5 Trillion Platform
How FNZ makes money becomes more interesting when you look beyond its $2.5 trillion in client assets. Its $1.36 billion pre-tax loss in 2025 raises a bigger question: where does the revenue go, and wh...
entrepreneurplus.co.uk
October 26, 2026 at 6:08 AM
techintelpro.bsky.social
🔒 Read the Full Story
Zocks Earns Highest WealthTech Integration Score for AI Assistants from Ezra Group
Zocks, privacy-first AI platform for financial services, today announced it has earned top WealthTech Integration Score in two categories, AI Assistants and Client Meeting Support, from Ezra Group. With score…
techintelpro.com
October 23, 2026 at 3:30 PM
hh-news.bsky.social
EQS-News: LAIQON: WealthTech LAIC erreicht 1 Mrd.-EUR-Marke in Q3 2026 https://www.boerse-frankfurt.de/nachrichten/EQS-News-LAIQON-WealthTech-LAIC-erreicht-1-Mrd-EUR-Marke-in-Q3-2026-b6c1411b-2c71-4cb4-9836-36261a30965d
www.boerse-frankfurt.de
October 20, 2026 at 5:01 PM
danny.webmobix.com
Want to learn more or see a demo? DM me or reply here, and I'll show you how the agents work together.

#AIAgents #AgenticAI #FinTech #WealthTech #BuildInPublic #TenityHackathon #Singhacks #AIBuilderCup
October 20, 2026 at 9:17 AM
insomniachedgefund.bsky.social
🧵 5/5 👉 Read the full insider analysis: buff.ly/f9Syqx3

⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #StockMarket #WealthTech #InvestorCommunity
The Insomniac Hedge Fund Guy
The Insomniac Hedge Fund Guy
buff.ly
October 20, 2026 at 5:23 PM
insomniachedgefund.bsky.social
🧵 5/5 👉 Read the full insider analysis: buff.ly/f9Syqx3

⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #StockMarket #WealthTech #InvestorCommunity
The Insomniac Hedge Fund Guy
The Insomniac Hedge Fund Guy
buff.ly
October 19, 2026 at 3:04 PM