Claro Advisors, Redfin & New York Life

GReminders, JD Power, Project Management Institute, USAA & Wounded Warrior Project

Financial services news for the week of July 10, 2026 included: * GReminders Launches 'AI Forms' to Automate CRM Data Extraction From Documents and Meeting Transcripts [https://www.businesswire.com/news/home/20260707019635/en/GReminders-Launches-AI-Forms-to-Automate-CRM-Data-Extraction-From-Documents-and-Meeting-Transcripts] * AI Adoption Accelerates, Driving Financial Advisor Loyalty, JD Power Finds [https://www.businesswire.com/news/home/20260709933434/en/AI-Adoption-Accelerates-Driving-Financial-Advisor-Loyalty-JD-Power-Finds] * In an AI Economy, Judgment is the New Job Security: PMI Refreshes the PMP® Certification to Validate the Skills That Outlast the Tools [https://www.businesswire.com/news/home/20260709862990/en/In-an-AI-Economy-Judgment-is-the-New-Job-Security-PMI-Refreshes-the-PMP-Certification-to-Validate-the-Skills-That-Outlast-the-Tools] * USAA and Wounded Warrior Project Launch $5 Million Initiative to Help Veterans Build Financial Security During the Transition to Civilian Life [https://www.businesswire.com/news/home/20260709630596/en/USAA-and-Wounded-Warrior-Project-Launch-%245-Million-Initiative-to-Help-Veterans-Build-Financial-Security-During-the-Transition-to-Civilian-Life]

Objective Measure, Rossby Financial, Canopy, 1-800Accountant

Financial services news the week of April 24, 2026 included: * Redefining the Financial Plan: Why Having a Process Is More Important [https://www.businesswire.com/news/home/20260422061635/en/Redefining-the-Financial-Plan-Why-Having-a-Process-Is-More-Important] * Rossby Financial, ROffice Add Transition & Business Development Aficionado Grier Rubeling to Teams [https://secure.businesswire.com/news/home/20260409578304/en/Rossby-Financial-ROffice-Add-Transition-Business-Development-Aficionado-Grier-Rubeling-to-Teams] * Rossby Financial Arms Its Advisors with Chief Compliance Officer Marissa Harris, CERP [https://www.morningstar.com/news/business-wire/20260423659580/rossby-financial-arms-its-advisors-with-chief-compliance-officer-marissa-harris-cerp] * Canopy Integrates Accounting-Aware Intelligence into Meetings with New AI-Powered Notetaker [https://www.businesswire.com/news/home/20260423271682/en/Canopy-Integrates-Accounting-Aware-Intelligence-into-Meetings-with-New-AI-Powered-Notetaker] * 1-800Accountant Launches New Tax-Optimized Business Tax Savings Service for 1099 Workers [https://www.businesswire.com/news/home/20260422821564/en/1-800Accountant-Launches-New-Tax-Optimized-Business-Tax-Savings-Service-for-1099-Workers]

Financial Planning Association, ElevenLabs, Treble & CFP Board

Financial services news the week of February 27, 2026 included: * FPA, Snappy Kraken Partner to Transform FPA PlannerSearch into a High-Trust Lead Engine [https://www.financialplanningassociation.org/press-room/releases-announcements/fpa-snappy-kraken-plannersearch-partnership] * ElevenLabs and Better.com Showcase Success of AI Loan Agent, Betsy™, at Scale in Financial Services [https://www.businesswire.com/news/home/20260225955474/en/ElevenLabs-and-Better.com-Showcase-Success-of-AI-Loan-Agent-Betsy-at-Scale-in-Financial-Services] * Treble Report: Nearly Half of Enterprise Buyers Now Start Vendor Research with AI, Ahead of Google Search [https://www.businesswire.com/news/home/20260225021844/en/Treble-Report-Nearly-Half-of-Enterprise-Buyers-Now-Start-Vendor-Research-with-AI-Ahead-of-Google-Search] * Gen Z College Students Hungry for Financial Education, New CFP Board Study Finds [https://www.businesswire.com/news/home/20260224943044/en/Gen-Z-College-Students-Hungry-for-Financial-Education-New-CFP-Board-Study-Finds]

Nitrogen, Marchex, Rain & Quinn

Financial services news for the week of February 20, 2026 included: * Nitrogen Redefines the Client Meeting with Launch of Nucleus Agentic AI, Tax Planning Upgrades [https://www.morningstar.com/news/business-wire/20260219678156/nitrogen-redefines-the-client-meeting-with-launch-of-nucleus-agentic-ai-tax-planning-upgrades] * Marchex to Showcase How Franchise Brands Turn Customer Conversations into Revenue Growth and Operational Consistency at IFA 2026 [https://www.businesswire.com/news/home/20260219810320/en/Marchex-to-Showcase-How-Franchise-Brands-Turn-Customer-Conversations-into-Revenue-Growth-and-Operational-Consistency-at-IFA-2026] * Only Half of Employers Plan to Modernize Payroll in 2026 Despite Widespread Employee Demand for Pay Timing Flexibility [https://www.businesswire.com/news/home/20260218429315/en/Only-Half-of-Employers-Plan-to-Modernize-Payroll-in-2026-Despite-Widespread-Employee-Demand-for-Pay-Timing-Flexibility] * Quinn Expands as Financial Institutions Accelerate Adoption of AI-Powered Financial Planning [https://www.businesswire.com/news/home/20260217625230/en/Quinn-Expands-as-Financial-Institutions-Accelerate-Adoption-of-AI-Powered-Financial-Planning]https://www.businesswire.com/news/home/20260219810320/en/Marchex-to-Showcase-How-Franchise-Brands-Turn-Customer-Conversations-into-Revenue-Growth-and-Operational-Consistency-at-IFA-2026

Claro Advisors, Redfin & New York Life

Financial services news for the week of February 13, 2026 included: * Claro Advisors Launches AI-Native Wealth Management Platform for Independent Financial Advisors [https://www.businesswire.com/news/home/20260212807388/en/Claro-Advisors-Launches-AI-Native-Wealth-Management-Platform-for-Independent-Financial-Advisors] * Redfin Reports Homebuyers Need to Earn $35,000 More Than Renters to Afford Monthly Payments—the Smallest Gap in 3 Years [https://www.businesswire.com/news/home/20260211981437/en/Redfin-Reports-Homebuyers-Need-to-Earn-%2435000-More-Than-Renters-to-Afford-Monthly-Paymentsthe-Smallest-Gap-in-3-Years] * Affordability Is Improving: Buyers Must Earn $111,000 to Afford the Typical Home, Down 4% From Last Year [https://www.businesswire.com/news/home/20260211088666/en/Affordability-Is-Improving-Buyers-Must-Earn-%24111000-to-Afford-the-Typical-Home-Down-4-From-Last-Year] * New York Life Launches Golden Futures Awards and Scholarships to Strengthen Financial Confidence Across Generations [https://www.businesswire.com/news/home/20260211345153/en/New-York-Life-Launches-Golden-Futures-Awards-and-Scholarships-to-Strengthen-Financial-Confidence-Across-Generations]https://www.businesswire.com/news/home/20260211981437/en/Redfin-Reports-Homebuyers-Need-to-Earn-%2435000-More-Than-Renters-to-Afford-Monthly-Paymentsthe-Smallest-Gap-in-3-Years