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Arlington, TX – June 5, 2024 – First Rate, a global leader in WealthTech providing AI reporting and compliance services for the wealth management...

The Berthel Fisher Companies have a new senior leadership team. The shakeup includes the elevation of Andrew Christofferson to CEO of the firm's RIA, two...

Paige Swartzendruber has literally grown up in the wealth management space and continues her father’s legacy, working alongside him as both a financial advisor...

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of payments and financial services technology solutions, will enable consumers to share data on their cryptoasset holdings with their fintech apps and service providers, including a broad array of financial institutions, wealth managers, and lenders, enhancing consumers’ financial management and control as cryptoasset investing reaches the mainstream.

Partnerships dominated product launches as firms enhanced user experiences and streamlined processes. Opposition to new technologies came from established players. Headlines to take note of: ...

DWN's innovative podcast series with AI hosts, Al & Ivy, presents the most topical subject of the week and discusses it in an easy...

Things continued to hum as the cryptocurrency space grew busy with collaborations and integrations. The headlines: Oracle unveiled a product for regulated financial institutions; Stellar...

So you want to know more about wealthtech.  Where do you go?  More importantly, you want to get word out about your new and growing wealthtech product.  How...

The industry defied odds to enable enhanced integrations. Regulatory patterns shifted towards internal processes as government agencies created emergency infrastructure to handle critical issues. Headlines...

Crypto integrations gained ground across TradFi and other combinations. New ideas fueled expansion, and regulators pushed boundaries. The headlines: Ripple Labs completed its Hidden Road...