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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.

Despite the current headwinds, the industry continued bucking trends. Innovation thrived as key players settled in for the long term. Headlines to take note of: ...

Welcome to a full week of financial artificial intelligence technology headlines—we have a lot to get to as always, but, first, let’s talk about...

Q1 comes to a close, with doomsday expectations coming to naught. The industry continued churning out innovative solutions, providing leverage for firms looking to...

Ahh, yes, it was indeed another busy week in financial artificial intelligence, and we have the headlines below to prove it—the gradual automation of...

College basketball didn't stop the innovations from coming fast and hard. Then again, Spring is in the air with all the blessings it brings...

Friends, well THAT was a week!  Major surgery - done.  Back at work in 6 days - done.  Feeling like a new woman and ready to rumble on the digital wealth vibe - check it out below...