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Indianapolis-based Sanctuary Wealth recently announced the expansion of its Sanctuary One wealth management platform by leveraging BNY Pershing's Wove technology. The new arrangement with...

Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today announced that it has expanded its relationship with BNY Mellon’s Pershing (“Pershing”) through a series of technology integration upgrades.

BNY Mellon today announced the formation of a new enterprise Digital Assets unit that will accelerate the development of solutions and capabilities to help clients address growing and evolving needs related to the growth of digital assets, including cryptocurrencies.

Is AI going to eat up financial markets?  Welcome to January 2026’s last AI & Finance, where we have headlines from another active news week.  First,...

It seems like we’ve been talking a lot about wealthtech for a long time—and when we started, the only people really regularly talking about wealth management technology...

What a difference a week makes.  If you were with us last week—and we forgive you if you weren’t--you were treated to a...

Will people really trust artificial intelligence with their brains before they trust it with their nest-eggs?  The trust issue keeps coming up in conversations about...

Forget about your leftovers.  There are plenty of fresh wealth management technology headlines to feast on this week. Below you’ll get hefty helpings of news from the philanthropic...

The whole world can tell it was a holiday week in the U.S. just by looking at the financial artificial intelligence news.  Welcome to AI & Finance,...

Friends – fintech, AI, and digital wealth keep accelerating as capital pours in and platforms scale. Advisors chase smarter automation, VC deals jump, and—like the feral chickens Bill and I found in Oahu—the week’s trends showed up everywhere we turned. READ UP!!