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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...

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...

Ever since ChatGPT became the fastest growing app in history, artificial intelligence has captured the world’s imagination. The expected implications of AI vary depending...

Since the phenomenal success of ChatGPT earlier this year, Artificial Intelligence (AI) has not only been thrust into the headlines but into the imaginations...

Friends, wishing you a beautiful season with family & friends! While you bask in the holiday glow, we have new content on calculating ROI on automation, where crypto is headed next plus the top 10 tech tools for 2023.

By Chris Robbins This week in advisor tech news we have several announcements with the promise to change the wealthtech landscape. Morningstar is...

A lot is happening with artificial intelligence in financial services—the news items within this week’s AI in Finance newsletter represent broad and diverse applications...