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- Oct 16, 2026Schwab Locks Out AI Agents, Following JPMorgan's LeadCharles Schwab is blocking outside AI agents that use client logins or browser automation to move money, pointing users instead to its own assistant, Charley.→
- Sep 30, 2026TXSE Group Raises $155M For Texas Stock ExchangeTXSE Group, the Dallas-based parent of the Texas Stock Exchange, raised $155 million in its third funding round, bringing its total to $430 million a year after winning SEC approval to operate as a national securities exchange.→
- Sep 14, 2026Anthropic Launches Claude For Financial AdvisorsAnthropic unveiled Claude for Financial Advisors, connecting its chatbot to wealth-management software from Charles Schwab, BlackRock and a dozen other providers, four days after OpenAI shipped a competing financial-services product.→
- Aug 25, 2026EquityZen's Haslett on the AI-vs-SaaS Secondary DivideEquityZen's Phil Haslett says private-market secondaries now trade at an average 38% discount to last funding round, but AI-native startups from 2023 onward are pricing at premiums while 2021-vintage SaaS names sell at steep markdowns.→
- Jul 10, 2026Circle Wins Final OCC Approval for a National Trust BankThe Office of the Comptroller of the Currency granted Circle final approval to operate Circle National Trust, letting the USDC issuer hold its own reserves directly for the first time, and shares jumped as much as 16% intraday.→
- Jul 7, 2026EDX Markets Raises $76M, Files for Its Own OCC Trust BankInstitutional crypto venue EDX Markets closed a $76 million Series C led by SBI Holdings and filed to establish EDX Trust, a national trust bank -- its first disclosed funding-round size since 2023.→