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Eaglebrook now offers advisors an S&P index of the ten largest cryptocurrencies inside client accounts, with the coins owned directly. Halo Fund led Savvy Wealth's $100 million Series C at a $600 million valuation. Bolton Global Capital, a broker-dealer with over $19 billion in assets under management, picked SS&C Black Diamond for portfolio operations, and &Partners rolled out Wealth.com firmwide for estate planning in September. In AI, Toronto's Focal AI launched agents that fill forms and update advisor CRMs on their own, and WealthStream added OpenAI's GPT-Live-1 voice model to its rehearsal tool, Practice.
Summarised with AI from the Fintechbits articles above and checked against them. How we use AI
Brevan Howard, an investor in Ripple, has become a prime brokerage client of Ripple Prime. The relationship is circular, and the financing capacity behind it is the number to look for.
Charitarth SindhuOctober 9, 2026
Altruist has added charitable giving accounts to its adviser platform, priced below the usual sponsor fees. The real prize is keeping philanthropic assets under the adviser's management.
Marvin EvansOctober 9, 2026
M1 has put a fiduciary duty behind an AI adviser that reads clients' real accounts. The legal accountability is new; the conflicts around M1's own lending products are worth watching.
Marvin EvansOctober 8, 2026
A guest column argues that pure robo-advice loses clients when markets turn, and that a hybrid model with human advisors is how wealth platforms protect retention and margins.
Charitarth SindhuOctober 1, 2026
Brokerages can now feed Trading Central's licensed research into their AI agents and chatbots in a machine-ready format. The server went live after a six-month soft launch.
Charitarth SindhuSeptember 22, 2026
BlackRock, Fidelity and Vanguard join five other strategists on Orion's Tailored Allocation Portfolios, giving advisors custom indexing built on model portfolios.
Charitarth SindhuSeptember 4, 2026
Alpaca and the Indonesia Stock Exchange will explore cross-border access through PALN, the mechanism that lets Indonesian brokers route orders to overseas exchanges.
Charitarth SindhuSeptember 4, 2026
BlackRock, Fidelity and Vanguard now sit alongside five other strategists in Orion's program, which pairs third-party model portfolios with custom indexing.
Charitarth SindhuSeptember 3, 2026
Alpaca and IDX have agreed to explore cross-border trading access, which commits both sides to less than the headlines suggested.
Charitarth SindhuSeptember 3, 2026
Developers building on Alpaca's API can now offer Kalshi's CFTC-regulated event contracts alongside stocks, options and crypto without a separate account or vendor.
Charitarth SindhuSeptember 2, 2026
Denise Wollin of Q72 Capital argues robo-advisers made investing cheaper and easier but did not close the advice gap, because managing a portfolio is not the same as advising a person.
Charitarth SindhuAugust 31, 2026
Alpaca Derivatives has registered with the CFTC as a futures commission merchant and joined the NFA, clearing a path to event contracts. It has not started FCM operations yet.
Charitarth SindhuAugust 18, 2026
Registered investment advisers can now run private markets deals from onboarding to close in Alto's Private Deal Room, with custody, compliance and execution in one workflow.
Charitarth SindhuAugust 16, 2026
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