WealthStack Roundup: Envestnet's Tamarac Unveils Trading Oversight Tools; Jump Launches AI Associate for Advisors

Published on March 26, 2026

A busy advisor tech week with platform upgrades for Tamarac, Jump rolling out AI Associate, WealthReach launching Attract, CUBE and Microsoft partnering, and Stephen Langlois joining the Holistiplan board.

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Margin Debt Down 2.0% in February, First Decline in Ten Months

March 26, 2026
Margin debt fell for the first time in ten months in February, coming in at $1.25 trillion. This marked a 2.0% decline from January but a 36.5% increase compared to the previous year.

Federal Reserve Board announces it has made the joint findings with the Office of the Comptroller of the Currency required for the OCC to approve a request by Morgan Stanley Bank, N.A., for an exemption under section 23A of the Federal Reserve Act

March 26, 2026
Federal Reserve Board announces it has made the joint findings with the Office of the Comptroller of the Currency required for the OCC to approve a request by Morgan Stanley Bank, N.A., for an exemption under section 23A of the Federal Reserve Act