Sep 14 – Sep 20, 2026
What the fintech newsletters in this directory covered on WealthTech & Investment Tech that week — drawn from 4 posts across 3 newsletters, and nothing else.
Last week's WealthTech & Investment Tech coverage touched on client advisory practices, AI product launches, industry research, and M&A activity in the portfolio management space.
American Banker Fintech published two items during the week. One addressed client relationship practices, framing five questions advisors might ask to reveal client goals before addressing trust vehicles. The other covered new research from Kitces that identifies winners and losers in marketing return on investment, though the newsletter did not elaborate on specific findings.
Linas's Newsletter covered two distinct topics. The first concerned Anthropic's release of Claude for Financial Advisors, described as the company's first AI product built for an entire job. The second discussed security at Revolut, noting that no one hacked the company, which the newsletter framed as itself being a problem, without further elaboration on the reasoning behind that framing.
Fintech Futures reported on merger and acquisition activity, covering Envestnet's move to acquire Vestmark, a portfolio management technology provider. No additional details about the transaction were included in the title.
Written by claude-sonnet-5 from the post titles below. It can only describe what these newsletters published.