AI product & service launches - 10/19/2026. PlanSource launches AI-powered benefits assistant; FinTurk partners with Fiduciary Check; and Capitalize introduces agent for retirement account transfers. Reported by PlanSource launches an ai-powered benefits assistant. PlanSource Benefits Administration Inc. launched Benefits Agent, an artificial-intelligence-powered assistant designed to help employees understand and manage workplace benefits. The tool can answer questions about benefits coverage and eligibility, and it can assist with tasks such as updating coverage, uploading documentation and managing beneficiary information. According to the company, the assistant uses employee-specific benefits information to provide guidance based on a worker's coverage and circumstances. PlanSource intends the tool to be part of its broader effort to automate benefits administration processes for employees and human resources teams. FinTurk partners with Fiduciary Check. FinTurk Inc., a customer relationship management platform for financial advisers, is providing discounted access to Fiduciary Check, an adviser verification network. The CRM platform includes client relationship management, workflow automation, meeting preparation, task management, portfolio management, and email and calendar integrations. FinTurk also offers an artificial-intelligence-powered assistant named Finn, which helps advisers prepare for meetings, review client information and manage daily tasks. Fiduciary Check members will receive discounts of up to 44%, depending on membership tier. Capitalize introduces agent for retirement account transfers. Capitalize Money Inc. introduced Liza AI, a tool designed to assist with 401(k) rollovers and other retirement account transfers. According to the company, Liza AI can help customers locate retirement accounts, verify transfer information and navigate the rollover process. The tool can also process documents and transactions, identify exceptions requiring additional review and route tasks to staff for approval. According to Capitalize, Liza AI is built on data from the retirement transfer platform and includes controls intended to support compliance, accuracy and human oversight of automated processes.

Products & services launches - 8/20/2026. Reported by Finny launches 'pay-as-you-grow' pricing for advisers. Finny AI Inc., an artificial-intelligence-powered prospecting and marketing platform built exclusively for financial advisers, introduced "Pay-as-You-Grow," an outcome-based fee model. Advisers get unlimited access to the platform for $50 per month, plus a small percentage of assets brought under management facilitated by Finny, paid only while those clients remain with the adviser. The fee model has no minimum, no custody moves and no requirement for advisers to change how they run their practice. Previously, Finny charged a flat annual subscription of either $6,000 or $12,000 for its software, regardless of growth outcomes. Advisers can join a waitlist to gain access to the new pricing program. Existing Finny users will be grandfathered in and provided the option to switch as eligible. Equity Trust uses crowd Street's private market investment platform. Crowd Street launched new private market investment platform capabilities with Equity Trust Co., a custodian for self-directed registered investment advisers and other retirement accounts. Through self-directed IRAs, investors can use eligible retirement capital to access private market opportunities, such as private equity, private credit, venture capital and real estate, while maintaining potential tax advantages associated with retirement accounts. Investors also have access to educational resources developed in collaboration with Callan to support informed decision-making. Equity Trust Co. had $81 billion in assets under custody and administration as of December 31, 2025. Stash, capitalize announce new rollover partnership. Stash Financial Inc., a financial technology provider, and Capitalize Money Inc., a platform for retirement account transfers, formed a partnership to make it easier for Stash customers to consolidate retirement savings. Through the partnership, Stash integrated Capitalize's Embedded Rollover API, enabling customers to transfer legacy 401(k) accounts into individual retirement accounts directly within Stash's application. With Capitalize, eligible Stash customers will be able to search for old 401(k) accounts, initiate rollover requests digitally and access guided support from Stash throughout the transfer. The program will be available to eligible U.S. Stash customers starting August 19. Guggenheim Investments debuts 2 ETFs. Guggenheim Investments, a global asset management company, launched two actively managed exchange-traded funds: Guggenheim Enhanced Equity Income ETF and Guggenheim Investment Grade CLO ETF. The new ETFs are actively managed by a team of portfolio managers and investment professionals. They complement Guggenheim Investments' existing mutual funds, separately managed accounts and institutional vehicles. Guggenheim Enhanced Equity Income ETF invests in high-dividend paying equities and receives income from a systematic covered-call strategy and seeks to capture a significant portion of equity market upside. Guggenheim Investment Grade CLO ETF manages exposure across the collateralized loan obligation capital structure to capitalize on market and credit cycle views and relative value opportunities. The ETFs began trading on August 20. Guggenheim Investments has more than $367 billion in total assets across fixed income, equity and alternative investments.