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Fintech venture studio company Surge Ventures announced that it has acquired Kovair Software, a software development and data integration solution firm. Surge Ventures says...

Wealthtech leader Sid Yenamandra has launched Surge Ventures, a SaaS venture studio that focused on launching businesses at the intersection of the wealth management...

This week in Advisor Tech Talk, we’re going to let our wealthtech headlines speak for themselves, and leave it at that.  With...

The former Financial Services Institute (FSI) executive, Christ Paulitz, joined Haven Tower Group's board of advisors, the communications, marketing and brand strategy agency for the wealth...

Surge Ventures, the Menlo Park-based FinTech venture studio, recently announced that its inaugural venture, RegVerse, has expanded its Avery platform by launching the Fusion1...

In last week’s roundup of wealth management technology news, we discussed a prominent financial advisor’s recent reading of U.S. Census and...

Banks and other financial institutions have long been some of the most highly regulated businesses in the world. Yet, if it seems like the...

Santa Fe, New Mexico-based Essential Edge Compliance Outsourcing Services, a provider of third-party compliance services for broker-dealers and RIAs, has added wealth management industry...

Friends, this week Bill Taylor ponders the question - is Jay Powell about to be out of a job? We also delve into the ramifications of the coming bitcoin halving event. And of course, each week we provide all the news you can use in digital wealth, decentralized finance, fintech venture capital deals and wealthtech. READ UP!

Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...