AI-Native Alts Platform Raises $18.8M Series A

Published on September 9, 2026

Aqua calls its platform a turnkey alternative investments platform.

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Envestnet to Acquire Wealthtech Provider Vestmark

September 9, 2026
The transaction brings institutional-grade trading and tax transition technology to Envestnet's platform, connecting advisors, traders and portfolio managers.

Focused on the Future: Why CFP Certification Is Becoming More Important in Financial Planning with Dane Snowden

September 9, 2026
The CFP Board’s Dane Snowden discusses how the industry needs to prepare as consumer expectations, technology and the financial planning profession change.