Wealth Management

Announcements

Broadridge Tokenization Pulse Survey Finds Tokenized Assets Are a Strategic Priority for Financial Services Firms and Highlights Growing Investment in Hybrid Market Infrastructure

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NEW YORK — July 16, 2026 Executive Summary Broadridge Financial Solutions, Inc. has released findings from its inaugural Tokenization Pulse Survey, indicating that tokenization has become...
Announcements

Desert Financial Credit Union Expands Digital Investing Platform with Fractional Shares, AI Investing...

PHOENIX — July 9, 2026 Executive Summary Desert Financial Credit Union has expanded its Digital Investing platform with new investing tools designed to make online investing...
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Announcements
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Broadridge Financial Solutions releases its inaugural Tokenization Pulse Survey highlighting strategic adoption of tokenized assets, hybrid market infrastructure, and digital asset investment across financial services.

Broadridge Tokenization Pulse Survey Finds Tokenized Assets Are a Strategic Priority...

NEW YORK — July 16, 2026 Executive Summary Broadridge Financial Solutions, Inc. has released findings from its inaugural Tokenization Pulse Survey, indicating that tokenization has become...
Announcements
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Desert Financial Credit Union expands its Digital Investing platform with fractional share investing, AI-powered robo-advisor tools, simulated trading, investment education, and integrated online investing through digital banking.

Desert Financial Credit Union Expands Digital Investing Platform with Fractional Shares,...

PHOENIX — July 9, 2026 Executive Summary Desert Financial Credit Union has expanded its Digital Investing platform with new investing tools designed to make online investing...
Announcements
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Ruleguard Continuous Assurance Platform providing AI-powered real-time regulatory compliance and continuous assurance for financial services organisations

Ruleguard Launches Continuous Assurance Platform to Enable Real-Time Regulatory Compliance Oversight...

LONDON — July 9, 2026 Executive Summary Ruleguard has introduced its Continuous Assurance Platform, a compliance technology solution developed to help regulated financial services firms shift...
Announcements
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PureFacts Financial Solutions partners with WealthTechs to introduce a next-generation AI-powered data aggregation and ingestion capability for Revenue Performance Management in the wealth and asset management industry.

PureFacts Partners with WealthTechs to Launch Next-Generation AI-Powered Data Aggregation and...

TORONTO — July 8, 2026 Executive Summary PureFacts Financial Solutions has entered a strategic partnership with WealthTechs to enhance its next-generation data ingestion capability for the...
Announcements
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Magnify Ventures announces the launch of its $46.6 million Fund II to invest in AI infrastructure supporting the care economy across health, wealth, family care, aging, and women's health.

Magnify Ventures Launches Fund II to Build AI Infrastructure for the...

LOS ANGELES — July 1, 2026 Executive Summary Magnify Ventures has launched Fund II, closing $46.6 million to invest in AI-driven infrastructure supporting the evolving care...
Announcements
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ERShares announces a shareholder protection plan for the XOVR ETF ahead of the SpaceX IPO to support long-term investors and preserve value from SpaceX exposure

ERShares Announces XOVR Shareholder Protection Plan Ahead of the SpaceX IPO...

NEW YORK — June 5, 2026 Executive Summary ERShares has announced a shareholder protection plan for the ERShares Private-Public Crossover ETF (XOVR) ahead of the anticipated...
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