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)
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 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)
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
1 ratings
Spotify
5.0 / 5
1 ratings
Podcast Authority Score: 27 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
54
Social presence
0
YouTube
0
Engagement
0
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