Financial Services

Envestnet to Acquire Vestmark, Combining $8T and $2T WealthTech Platforms

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Envestnet to Acquire Vestmark, Combining $8T and $2T WealthTech Platforms

Berwyn, Pa. – September 15, 2026 -- Envestnet has signed a definitive agreement to acquire Vestmark, merging a wealthtech platform serving more than a third of U.S. advisors with $8 trillion in assets with a trading and portfolio management provider supporting $2 trillion in assets and over five million investor accounts.

Envestnet gains institutional-grade trading and tax transition technology from Vestmark

The acquisition adds Vestmark's portfolio management technology, institutional-grade trading infrastructure, and outsourced investment management services to Envestnet's ecosystem. Vestmark, headquartered in Wakefield, Massachusetts and founded in 2001, has built its client base over 25 years working with wirehouses and firms running institutional-scale trading operations.

CogniCor Expands Advisory Board to Fuel RIA AI Platform Growth

Palo Alto, Calif. – September 15, 2026 -- CogniCor, an intelligence and orchestration platform for registered investment advisors, has expanded its Advisory Board with six new industry figures to accelerate its push into firm-wide AI adoption across wealth management.

Beacon Pointe co-founder joins board overseeing $62 billion RIA

Shannon Eusey, Chairman and Co-Founder of Beacon Pointe Advisors, one of the largest RIAs in the country with more than $62 billion in assets under advisement, joined the board as both a CogniCor customer and RIA operator.

FMG Suite Launches Connect Layer to Link Advisor Tech Stacks

San Diego – September 15, 2026 -- FMG Suite has launched FMG Connect, an integration and orchestration layer designed to unify the fragmented technology stacks that financial advisors and insurance professionals rely on for prospecting, planning, and client communication.

FMG Connect automates handoffs between previously disconnected advisor tools

Advisors typically juggle separate systems for meeting notes, lead scoring, and financial planning that do not communicate with one another, forcing advisors to manually transfer data between platforms. FMG Connect closes that gap by triggering automated follow-up the moment a meeting ends, launching personalized outreach as soon as a new prospect enters the system, and syncing client context across planning tools and contact records without manual entry.

ACE Cash Express Parent Populus Funds Vogel's Homeless Family Program

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ACE Cash Express Parent Populus Funds Vogel's Homeless Family Program

Dallas – – September 15, 2026 -- Populus Financial Group, parent company of ACE Cash Express, has donated to Vogel's Bridge to Hope program, a two-year initiative in North Texas that helps homeless parents secure housing and build stability plans while providing early childhood education for their children.

National campaign raised more than $160,000 for four charities

The funding came through the 2026 Give A Little Campaign, which generated over $160,000 nationwide for organizations including AdoptAClassroom.org, Alex's Lemonade Stand Foundation, Autism Speaks, and Vogel. The campaign operates under the ACE Community Fund, Populus's charitable-giving arm established in 2004.

CME Group Names Jack Tobin CFO Ahead of March 2027 Leadership Transition

Chicago – September 15, 2026 -- CME Group has appointed Jack Tobin as its next Chief Financial Officer, effective March 2027, when current President & CFO Lynne Fitzpatrick becomes Chief Executive Officer.

Tobin moves to Deputy CFO in November 2026 ahead of formal handover

Tobin, CME Group's Chief Accounting Officer since 2015, will step into the Deputy Chief Financial Officer role in November 2026 to manage the transition before assuming the CFO title. He will continue reporting to Fitzpatrick and brings more than 35 years of financial experience, including accounting, corporate development and finance oversight at CME Group since joining in 2002. He previously worked as a principal consultant at PricewaterhouseCoopers and holds bachelor's and master's degrees from DePaul University.

Bybit Launches AI Copilot to Unify Trading and Support in One Chat

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Bybit Launches AI Copilot to Unify Trading and Support in One Chat

Dubai – September 15, 2026 -- Bybit, the world's second-largest cryptocurrency exchange by trading volume, has officially launched Bybit AI, a conversational assistant that consolidates trading, account management and customer support into a single chat interface within its app.

Bybit AI lets users execute trades and manage accounts through natural-language commands

The assistant interprets user requests and carries out the corresponding action directly, covering Spot, Futures and Options trading, Bybit Earn, Copy Trading, Trading Bot, Loan, P2P, Bybit Card, Spot X, the Rewards Hub, and notification and subscription management.

DoubleZero Edge Adds Kalshi Election Data as Midterm Betting Tops $133M

New York – September 15, 2026 -- DoubleZero Foundation has added Kalshi's Elections and Politics markets to its DoubleZero Edge platform, extending low-latency order book delivery beyond the sports and crypto contracts it already carries for institutional and automated traders.

Midterm prediction market volume already exceeds the full 2024 cycle

More than $133 million had traded on U.S. House and Senate race contracts across major platforms as of mid-August, surpassing total volume for the 2024 congressional cycle, according to DoubleZero. The 2026 midterms are set for November 3, and the company says volume tied to the election has continued to climb since that August tally.

Algorand Names William Herkelrath CEO, Refocuses on Quantum Security

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Algorand Names William Herkelrath CEO, Refocuses on Quantum Security

Dover, Del. – September 15, 2026 -- Algorand Foundation U.S. Inc. has appointed William Herkelrath as Chief Executive Officer, replacing Staci Warden after nearly five years at the helm of the public blockchain network.

Herkelrath takes over as Algorand pushes institutional and post-quantum strategy

Herkelrath officially assumed the CEO role on August 31, bringing two decades of experience across AI, enterprise software, institutional finance, and blockchain infrastructure. He previously co-founded K3 Labs, an AI-first automation platform for agent-managed workflows, and held leadership positions at Chainlink and Curv.

Integrity Partners With Dallas-Based Brave Insurance Group

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Integrity Partners With Dallas-Based Brave Insurance Group

Dallas – September 15, 2026 -- Integrity, LLC has partnered with Brave Insurance Group, a Dallas-based independent marketing organization founded by Blake Naylor specializing in final expense insurance. Financial terms of the deal were not disclosed.

Integrity adds a final expense specialist to its distribution network

Brave Insurance Group serves clients nationwide with final expense insurance solutions and will now gain access to Integrity's technology platform, including IntegrityCONNECT, a business growth engine offering demographic-segmented leads, instant health and life quoting, and application processing. The agency will also integrate Ask Integrity, Integrity's AI-powered and voice-activated digital assistant that delivers coverage recommendations and lifecycle reminders through its CRM.

RegimeSignal Posts 84% Average Accuracy Across S&P 500 Cycle Signals

Santa Barbara, Calif. – September 15, 2026 -- Cronus Market Intelligence, LLC disclosed that its RegimeSignalTM platform posted an average 84% out-of-sample accuracy across four signals tracking the full S&P 500 market cycle, with bear signals hitting 86%, correction 84%, pullback 83% and recovery 82%.

Four signals cover every stage of the market cycle

Each accuracy figure represents the share of signal fires that were correct, measured on an out-of-sample basis. The recovery signal, the weakest performer at 82%, is described as a historical upper bound and was the specific signal flagged with qualifications in independent review.