Robos & Wealth

Jump announced a new partnership with RightCapital, the fastest-growing financial planning software for financial advisors. This partnership enables advisors to seamlessly sync meeting insights from Jump into RightCapital’s platform—eliminating the need for manual data entry and helping to ensure financial plans remain accurate and up-to-date. With this integration, Jump proposes updates to key household data—including incomes, expenses, goals and family records—after every client meeting. Advisors can review and approve the suggestions, then push them to RightCapital with a single click. This saves time, reduces the risk of errors and helps to keep client plans accurate and actionable—allowing advisors to stay focused during meetings while scaling their planning process more efficiently. In addition to syncing meeting insights, the integration introduces several new capabilities including “Ask Anything” About a RightCapital Household; RightCapital Data in Pre-Meeting Prep; Automated RightCapital Data Collection Template Completion; AI-Suggested Fact Updates.

Read Article

Quinn  has emerged from stealth and raised $11 million in Seed funding led by Viola Fintech with participation of existing investors, to transform how financial institutions deliver personalized wealth advice at scale. Traditional financial advisory models are constrained by a 1:100 advisor-to-client ratio, leaving millions underserved. Quinn breaks that barrier by leveraging advanced AI to substantially grow the market that has access to financial planning and advice. The platform seamlessly embeds within financial platforms, offering real-time and bespoke advice to every client, democratizing access to financial guidance. Quinn’s platform is available as an embedded, co-branded or fully white-labeled experience, allowing for seamless API integration with existing systems, enabling rapid deployment and immediate client impact. Key platform capabilities include: Advisor-Level Onboarding in Under 12 Minutes – Clients complete comprehensive financial assessments with unprecedented speed and ease. Instant Financial Plans in 30 Seconds – AI-generated financial plans empower users with actionable insights instantly. Boosted Upsell and Cross-sell Performance – Recommendations delivered in the context of a financial plan drive higher engagement with premium products and services. Scalable Advisor Productivity – By automating core advisory tasks, Quinn enables Certified Financial Planners^® (CFP^® Professionals) to serve significantly more clients without increasing headcount, freeing them to focus on high-value, human interactions.

Read Article

Antier, a leading provider of Web3 financial infrastructure, has introduced the world’s first Stablecoin Remittance-as-a-Service (RaaS) embedded within its crypto neo-banking platform. This innovative solution aims to revolutionize traditional remittance by enabling real-time, blockchain-based settlements that bypass the conventional SWIFT system. The system is expected to reduce cross-border transaction costs by up to 80% and achieve settlement finality in less than a minute. The RaaS solution is deeply embedded within Antier’s Blockchain Neo-Banking suite, bridging blockchain speed and efficiency with regulatory rigor and trust. The platform is designed to ensure predictability, speed, and regulatory compliance in a globalized financial environment. Antier’s integrated stablecoin remittance stack includes features like fiat-to-stablecoin on-ramp compatibility, sub-60-second global stablecoin settlements, smart contract-based payout orchestration, and a stablecoin-agnostic architecture. The company is also working on a next-gen Web3 Super-App to unify digital finance, aiming to simplify blockchain protocols and support real-time treasury operations and cross-border financial innovation.

Read Article

Finite opportunities in private credit are creating public, high-yield debt opportunities, J.P. Morgan Asset Management CEO George Gatch said. Gatch made the comment as J.P. Morgan unveiled its J.P. Morgan Active High Yield ETF. The fund will devote at least 80% of its portfolio to junk-rated bonds and opened with a $2 billion anchor investment. While junk bond spreads to Treasuries are “tight,” yields are attractive compared to equities, and default rates in this space are low, the report said. Beyond that, alternatives to high-yield debt like private credit are being overrun with investors. With that in mind, the liquidity advantages and high yields of publicly traded bonds provide a good entry point. “There’s a lot of money and investors chasing finite opportunities in the private credit market,” Gatch said, per the report. “You also have liquidity tradeoffs. You take those two things in combination and on a marginal basis, I would put my marginal dollar in public high-yield rather than private credit.” The private credit space is a key part of the capital spectrum for firms that cannot access, or choose not to get, normal bank channels.

Read Article

Raymond James announced a strategic partnership with FNZ, a global wealth management platform provider, to deliver its next-generation wealth management platform. Under the agreement, Raymond James Ltd. will make a significant investment to accelerate the digital transformation of its wealth management infrastructure and elevate the advisor and client experience nationwide.  The partnership will see Raymond James Ltd. leverage FNZ’s integrated, end-to-end wealth management platform—a deliberate and future-focused investment in modern infrastructure. Designed to deliver AI-powered capabilities, straight-through processing, and advanced digital capabilities, the FNZ platform will strengthen the Raymond James Ltd. unique value proposition. The new platform is built with a client-centric, digital-first design that improves efficiency, speed and personalization across the full wealth lifecycle. Advisors will gain a modern, intuitive operating environment, enabling more meaningful client engagements. Investors will benefit from improved digital experiences and real-time capabilities, all backed by the highest level of security and performance provided by the FNZ platform. FNZ’s market-leading technology and infrastructure will significantly enhance Raymond James Ltd.’s offering to advisors with greater flexibility to adapt quickly to changing markets, regulatory requirements, and investor expectations.

Read Article

Investment platform Republic unveiled an industry first: blockchain-based fractional shares of Elon Musk’s private space company SpaceX. For the first time, retail investors—those without institutional backing or venture capital credentials—can gain exposure to one of the most sought-after private companies in the world.  Investors won’t have a say in SpaceX’s strategic direction or Musk’s next launchpad move. What they do get is exposure to the company’s valuation growth—a potentially lucrative proposition, especially for those priced out of private equity until now. By putting these fractional shares on-chain, the platform delivers transparency, portability, and lower friction than traditional private equity deals. The move also bypasses many of the compliance headaches associated with traditional investment vehicles. It’s not equity in the classic sense—there are no shareholder meetings or board seats—but it’s a financial stake in the company’s future. That alone marks a major psychological and structural shift in how we define ownership in the digital age. It’s not a free-for-all—there are still guardrails and eligibility filters—but the aperture has widened significantly. More broadly, Republic’s move could set a precedent.

Read Article

Curiosity in fixed income sparked after interest rates started to move higher three years ago, said Erin Lyons, co-head of credit research firm CreditSights. “It didn’t make sense for you to put your cash there. So we saw a lot of investors focusing on equity markets and then moving into alternatives,” she said. “Now that rates are back up … it’s a viable asset class.” Income and yield-focused portfolios are gaining popularity with clients for several reasons, said Mike Casey, president of American Executive Advisors in Washington, D.C. One of the main factors is the ability to gain earnings even when the market is flat or choppy, he said. “A portfolio with strong yield and income can help offset some downside volatility and preserve overall portfolio value,” he said. “There are more income and yield generating options now than ever before including traditional bonds, structured products, private credit funds, equity income ETFs and more.” Dane May, co-founder and principal of DePaolo & May Strategic Wealth has also seen a strong resurgence in interest in fixed income, particularly in shorter-duration instruments. Even more notably, he said, is rising interest in ETFs that stack Treasury bill yields with additional income from risk premiums. These are similar in spirit to structured notes but delivered in ETF form, such as Simplify Enhanced Income ETF (HIGH) and Simplify Treasury Option Income ETF (BUCK). “After back-to-back years of strong equity performance, combined with a new administration pushing meaningful policy shifts, many investors are turning to fixed income. Add in attractive T-bill rates and greater access to ETF-based strategies that reduce correlation without relying on traditional credit or duration, and it’s easy to see why this space is gaining traction.” Henry Yoshida, CEO and founder of Rocket Dollar said “If fixed income serves as a tool in your portfolio to generate an income stream, then it’s fulfilling a specific purpose regardless of the immediate interest rate environment. However, if you are holding fixed income in your portfolio solely for diversification, investors may benefit from other assets that are noncorrelated to equities, such as private credit, real estate and other alternative investments.” When it comes to investing, it is important to have a carefully planned mix of bonds as well as stocks, and to diversify the portfolio within those different types of investments, said David B. Rosenstrock, director of financial planning and investments at Wharton Wealth Planning. This can help investors ride out periods of uncertainty, such as the one we are currently experiencing with tariffs, he said. One role of bonds in a portfolio in addition to providing income is to smooth out and reduce the volatility, said Rosenstrock. Bonds can provide an additional stream of income in a portfolio, with less risk than stocks, he said.

Read Article

Robinhood (NASDAQ: HOOD) has launched micro  crypto futures for Bitcoin (BTC), Solana (SOL), and XRP in the U.S., expanding its futures trading suite for over 26 million funded users. This move adds to its January rollout of full-sized BTC and  ETH futures, providing retail investors with lower-barrier access to crypto derivatives. Micro futures contracts require significantly less capital than traditional futures, allowing traders to speculate on price movements or hedge positions with reduced risk exposure. These smaller contracts offer greater flexibility and are aimed at making futures trading more accessible to a broader user base. Robinhood’s internal data highlights growing crypto activity on the platform, with notional trading volumes reaching $11.7 billion in May 2025. That figure represents a 36% increase from April and a 65% year-over-year surge, indicating strong retail interest in cryptocurrency markets. As crypto adoption continues to grow, Robinhood’s introduction of micro futures positions the firm to better serve both casual traders and more experienced investors seeking diversified trading tools. By lowering the entry threshold, Robinhood aims to capture more trading activity while promoting responsible participation in the volatile digital asset market. With these micro futures, Robinhood is solidifying its role as a major player in crypto derivatives trading, enhancing its competitive edge and expanding access to key digital assets like Bitcoin, Solana, and XRP.

Read Article