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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John Durham joins Sanctuary Wealth as founder of Valen Private Capital, expanding ultra-high-net-worth wealth management and family advisory services through Sanctuary Wealth’s Partnered Independence platform

Sanctuary Wealth Welcomes Valen Private Capital as New Partner Firm to...

MIAMI — June 5, 2026 Executive Summary Sanctuary Wealth has welcomed Valen Private Capital, LLC as its newest Partner Firm, bringing aboard veteran wealth advisor John...
Announcements
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Global Fintech Report 2026 highlighting $504 billion fintech revenues, 22% industry growth, rising profitability, AI adoption, investment activity, and fintech expansion worldwide

Global Fintech Revenues Surpass $504 Billion as Industry Records 22% Growth,...

BOSTON — June 1, 2026 Executive Summary Global fintech revenues surpassed $504 billion as the sector recorded 22% annual growth, expanding at more than four times...
Announcements
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Integrity executives announcing the launch of the Integrity Health Plan for independent agents and advisors with nationwide healthcare coverage and AI-powered enrollment support

Integrity Launches Industry’s First Health Insurance Plan Built for Independent Agents...

DALLAS — May 27, 2026 Executive Summary Integrity, LLC has launched the Integrity Health Plan, described by the company as the industry’s first health insurance solution...
Announcements
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Strad and FIG announce strategic partnership to help independent financial advisors deliver Virtual Family Office services and grow advisory practices

Strad and FIG Partner to Deliver Virtual Family Office Capabilities for...

SARASOTA, Florida — May 26, 2026 Executive Summary Strad has announced a strategic partnership with FIG to help independent financial advisors deliver a modern Virtual Family...
Announcements
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Jennifer Fletcher appointed as Branch Manager of Ocean State Credit Union’s Warwick Rhode Island branch to support branch growth and member experience initiatives

Ocean State Credit Union Appoints Jennifer Fletcher as Warwick Branch Manager...

COVENTRY, Rhode Island — May 19, 2026 Executive Summary Ocean State Credit Union has appointed Jennifer Fletcher as Branch Manager of its Warwick location, strengthening the...
Announcements
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AlTi Global partners with Nevis to deploy an AI wealth management platform across its global advisor network

AlTi Global Partners With Nevis to Deploy AI Wealth Management Platform...

NEW YORK — May 14, 2026 Executive Summary AlTi Global, Inc. has announced a partnership with Nevis to deploy Nevis’ all-in-one artificial intelligence platform across AlTi’s...
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