FIS has launched FIS® Investor Services Suite, an end-to-end solution designed to transform the investor servicing landscape for financial institutions, as well as alternative and traditional fund managers. The solution helps optimize end-to-end processing for swift customer onboarding and enhanced investor screening, and will make it possible to automate the investor lifecycle, helping to improve operational efficiency and support the ability of clients to meet their regulatory obligations. The Investor Services Suite, which caters to hedge funds, private equity, hybrid funds, and retail fund structures, can help deliver fast customer onboarding through digital means, including integrations to ID verification systems, to deliver richer client experiences. Customers can customize anti-money laundering (AML) and Know Your Customer (KYC) capabilities, allowing advanced screening and compliance with AML regulatory requirements across multiple jurisdictions. Additionally, the solution offers functional capabilities to facilitate efficient cash management, and sophisticated fee engines to help provide accurate fee calculations and customizable reporting. By helping fund managers, administrators and private banks modernize their operations, the FIS Investor Services Suite can ultimately benefit end investors by making it possible to enhance transparency, engagement and trust to unlock insights for more informed strategic decisions across the investor lifecycle.
Bluwhale helps Gen Z bridge Web2 and Web3 info with unified dashboard connecting stablecoins, crypto activity, and bank accounts, delivering personalized AI agents for automated asset management and scoring
Bluwhale, the decentralized intelligence network powering AI agents across blockchains, has launched its digital financial health dashboard aimed at Gen Z navigating a hybrid world of digital assets and traditional finance. Bluwhale bridges Web2 and Web3, creating a unified dashboard that connects bank accounts, stablecoins, crypto wallets, staking activity, and DeFi flows. With the introduction of the Whale Score, Bluwhale is rewriting the rules for financial health by combining and analyzing crypto, stablecoins, staking income, digital assets, cash, and traditional investments in real time. The app lets users seamlessly track, benchmark, and gamify their financial standing, while AI agents deliver personalized products and services—all without manual input. It combines digital asset transparency with AI-powered analytics to deliver a dynamic financial health score, reflecting the broader trend among younger users who view wealth not just as an asset—but as a social signal often called “flexing.” Bluwhale aggregates real-time data from wallets, bank accounts and credit cards while encouraging large financial institutions and web3 enterprises to meet Gen Z’s digital expectations. Unlike traditional tools like RocketMoney, which require manual data input or tedious accounting practices, the Whale Score (0–1000) automatically unifies traditional banking data and crypto activity into a gamified financial health dashboard while AI agents manage assets in the background. The system produces a real-time, percentile-ranked financial health score—similar to Apple Health or Whoop—that measures physical health, so consumers can compare their performance with their peers.
Robinhood Retirement offers up to 3% IRA match—1% standard, 3% for Gold subscribers—on eligible contributions, with no fees and portfolio customization
With Robinhood Retirement, you’ll receive an extra 1% added to your IRA account on eligible contributions up to the annual contribution limit. However, if you’re a Robinhood Gold subscriber, the IRA match is actually 3%. You must stay subscribed to Gold for one year after your first Gold match to keep the full Gold match. Robinhood offers both traditional IRAs and Roth IRAs. IRA transfers and rollovers from old 401(k) accounts are also eligible for the 1% match. Note that contributions coming from your Robinhood brokerage account or spending accounts are not eligible. According to Robinhood’s website, once you make a contribution, you should be able to instantly see the match in your account. Robinhood’s IRA match does not count toward your annual IRA contribution limit. Doing the math on the match and contribution limits, a $7,000 yearly contribution would earn up to a $70 match each year, or $210 with Robinhood Gold. An $8,000 annual contribution earns up to an $80 match on top of your contributions, or $240 with Robinhood Gold. You can keep your match if you’ve kept eligible contributions in the IRA for at least 5 years. If you withdraw money from the IRA before 5 years and your remaining balance is the same or higher than your deposit amount that earned the IRA match plus the match amount, the match is yours. Robinhood may charge an early IRA match removal fee if the remaining balance is lower. To play it safe, try to avoid withdrawing money from your IRA. Instead, turn to an emergency savings account if you need to access cash for an unforeseen circumstance.
- Pros: No management or commission fees; IRA match available, which is uncommon for IRA accounts; Customizes users’ recommended portfolios around user responses to a questionnaire; Traditional IRA and Roth IRA accounts available; SPIC coverage of up to $500,000
- Cons: Limited investment options; Retirement investment recommendations are not available to residents of Massachusetts
Blockchain‑powered Mintland tokenizes premium properties into tradable digital shares starting at $10, disrupting the $300 trillion real estate market with smartphone‑accessible fractional ownership and instant tradability
Mintland, an innovative blockchain-powered platform, has officially launched with the mission to make real estate investing accessible to everyone, regardless of income level or location. By tokenizing premium global properties, Mintland allows investors to own fractional shares of real estate for as little as $10—a move poised to disrupt a $300 trillion industry. Mintland makes real estate ownership accessible by tokenizing global properties, breaking them into digital shares starting at just $10. This innovation allows investors to buy, sell, and trade property shares instantly, without the friction of traditional systems. With Mintland, investors gain access to: Fractional Ownership: Own a share of luxury apartments, commercial towers, and beachfront villas worldwide. Instant Liquidity: Trade property shares like digital assets—no waiting, no middlemen. Borderless Investing: Access opportunities across global markets with nothing more than a smartphone. Mintland investors can earn in three ways: Rental Income: Receive proportional payouts from rental yields; Capital Growth: Benefit from long-term appreciation of property values; Token Growth: Watch the value of $LAND, Mintland’s native token, rise as adoption scales. By introducing blockchain security, transparency, and instant tradability, Mintland bridges the gap between traditional wealth-building strategies and modern financial innovation.
Orion and GiftingNetwork integrate to empower advisors with branded DAF platforms, facilitating multigenerational giving and tax-efficient philanthropic planning via modern, mobile-first technology
Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise firms that serve them, and GiftingNetwork, provider of comprehensive philanthropic solutions, announced an integration partnership that empowers Orion advisors to offer personalized, white-labeled donor-advised fund (DAF) solutions that drive deeper family engagement, align wealth with values, and retain assets across generations. Unlike traditional DAF offerings, GiftingNetwork enables Orion advisors to create their own firm-branded DAF experience, backed by a growing network of DAF sponsors and charities and supported by cutting-edge, mobile-first technology. Advisors gain full control over the philanthropic journey, offering clients a values-based extension of their financial plan with potential tax benefits, such as donating appreciated assets without incurring capital gains taxes and securing immediate charitable deductions. Orion advisors can now launch white-labeled DAFs, facilitate multigenerational giving conversations, and serve nonprofit clients with tailored capabilities. These offerings further Orion’s commitment to delivering modern portfolio impact, combining behavioral finance, risk management, and personalized planning to align portfolios with each client’s goals, values, and emotional drivers. GiftingNetwork’s platform combines intuitive donor experiences with advisor-facing reporting dashboards, grant workflows, and philanthropic consulting. GiftingNetwork is part of Orion’s Premier Partnership Program, a strategic initiative to collaborate with select industry leaders to deliver cutting-edge solutions for advisors.
More than three-quarters of financial advisors (78%) surveyed at LPL Financial LLC’s flagship annual conference are already leveraging or plan to use AI tools
More than three-quarters of financial advisors (78%) surveyed at LPL Financial LLC’s flagship annual conference are already leveraging or plan to use AI tools to create capacity in their businesses this year. More than half of LPL advisors surveyed (54%) plan to grow their businesses by upgrading technology systems, including AI and automation tools. When asked what they see as the biggest challenge to their business over the next 12 months, only 12% of the advisors surveyed identified disruptive technology, like AI – compared to challenges such as economic/market volatility (23%) and sustaining growth with their client base (23%). The survey also found that LPL advisors are looking to add wealth management services to grow their businesses, with one-in-five (18%) expecting to expand their offerings of alternative investments and more than a third (37%) hoping to provide additional planning or concierge services such as financial coaching or estate planning. LPL advisors intending to expand up-market to serve higher-net-worth clients are prioritizing adding more wealth planning services to their offering (34%) and cultivating center-of-influence relationships with CPAs and attorneys (24%). Advisors surveyed also reported a wide range of interests from their client base, with clients asking them the most about: market volatility, including tariffs, inflation and geopolitical instability (62%); goals-based financial planning, including retirement readiness (50%); tax optimization (49%); estate and wealth transfer planning (43%); and managing rising costs such as housing or healthcare (28%).
AlgoFusion 5.0 real-time risk management solution for traders automatically pauses or adjusts strategies when predefined risk levels are breached and visualizes overlapping risk across asset classes and strategy clusters
AlgoFusion 5.0 has introduced a suite of real-time risk management enhancements designed to help traders and portfolio teams identify threats early, mitigate performance shocks, and maintain logic integrity under volatile conditions. The live risk alert engine scans strategy activity and market conditions simultaneously, issuing early warnings when performance deviates from expected thresholds or when structural conflicts arise across parallel executions. AlgoFusion’s adaptive infrastructure allows rules to evolve mid-stream—without halting operations—ensuring continuity and responsiveness even in stressed markets. The platform also includes configurable escalation protocols—enabling alerts to be routed to team members, logged for compliance, or linked to automated de-risking actions such as position scaling or temporary strategy suspension. Key risk control enhancements in AlgoFusion 5.0 include: Drawdown Threshold Alerts – Automatically pauses or adjusts strategies when predefined risk levels are breached; Conditional Logic Overrides – Allows users to insert emergency filters or override execution parameters in response to market turbulence; Exposure Correlation Mapping – Visualizes overlapping risk across asset classes and strategy clusters; Trigger Sensitivity Calibration – Fine-tunes how strategy signals respond to short-term volatility or structural market shifts; Real-Time Strategy Health Scoring – Ranks each strategy based on performance stability, signal integrity, and risk adherence.
AdvisorCheck launches first free service delivering continuous email alerts on financial advisors’ licenses, firm changes, and disciplinary history for effortless investor oversight
AdvisorCheck announced the broad availability of AdvisorCheck Essentials, the first free monitoring service that continuously tracks a financial advisor’s professional status and delivers key updates directly to investors via email. By signing up and following any advisor, Essentials enables anyone to stay informed about any changes without the need to manually search government regulatory tools. With AdvisorCheck Essentials, investors receive monthly alerts that track changes to an advisor’s license status, firm affiliation, or disciplinary history. The service helps consumers navigate the maze of outdated tools, fragmented data, and upfront manual costs that have become standard in the investor-advisor marketplace. Consumers are given a simple way to maintain oversight of one of their most critical professional relationships, and the peace of mind that comes with it. Essentials is part of AdvisorCheck’s broader mission to make ongoing advisor oversight effortless and accessible. For investors who want deeper insights, faster notifications, and expanded firm monitoring, AdvisorCheck offers Premium, which builds on Essentials with more frequent alerts, expanded data sources, and firm-level monitoring capabilities.
Equita Financial Network launches Succession Advantage; integrating Ellevate’s roadmap and FP Transitions’ valuations, deal structuring, and legal documentation to streamline ownership transitions for women‑owned RIAs
Equita Financial Network (EquitaFN), the only wealth management platform for women owned, fee-only independent financial advisors, announced the launch of its new succession planning solution, EquitaFN Succession Advantage, designed to help member firms secure their futures, preserve business value, and ensure clients are cared for during leadership transitions. Developed in collaboration with Ellevate Advisors and FP Transitions, the offering provides EquitaFN members with access to a comprehensive suite of services that combine personalized planning, tailored implementation, and expert transaction support. Through the new solution, EquitaFN member firms will benefit from: Ellevate Advisors’ Succession Roadmap, which includes readiness assessments, personalized action plans, quarterly implementation milestones, and transition coaching to guide advisors through every stage. FP Transitions’ Valuation and Transaction Expertise, including certified valuations, deal structuring, and full legal documentation support to ensure smooth and compliant ownership transitions. EquitaFN’s Matching Platform (in development for early 2026), giving members access to a curated pool of like-minded successors.
In-car payments are still on track to grow from 87 million in 2021 to over 4.7 billion by 2026
The push to embed payments in vehicles is gaining traction, with projections by Juniper Research showing in-car transactions will grow from 87 million in 2021 to over 4.7 billion by 2026. Automakers like Mercedes-Benz, Hyundai, and BMW have rolled out systems enabling payments for fuel, parking, and charging via in-car interfaces, biometrics, and stored card info. Mercedes uses fingerprint sensors in Germany, Hyundai Pay has expanded across models via software updates, and BMW has launched features in Germany with plans to scale. Despite the progress, challenges remain, such as lack of a unified infrastructure, the presence of non-connected vehicles, and complications in shared vehicle models. Apps like PACE Drive, Android Auto, Apple CarPlay, and Amazon Alexa are emerging alternatives, enabling voice and app-based payments. Companies like Metropolis are also enabling AI-powered, checkout-free experiences at thousands of locations. For banks, this shift poses a threat to interchange revenue if consumers bypass card networks. To stay relevant, banks need to understand evolving customer preferences, mitigate fraud risks, and consider partnerships with automakers. “At the end of the day, this has to work with all banks and all cards,” said Glenbrook’s Chris Uriarte.