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First Rate Announces Investment and Strategic Partnership with Fispoke

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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...

Berthel Fisher Names Andrew Christofferson CEO of Firm’s RIA, Broker-Dealer and Insurance Agency

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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...

Berthel Fisher’s Paige Swartzendruber: Artificial Intelligence and Wealth Management

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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...
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Consumers Can Safely Share Their Cryptoasset Investment Data with First-in-Market Capability from Fiserv

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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.

AI & Finance™ | News for the Week Ending 11/22/24

Here at AI & Finance, I believe that, week in and week out, we offer an editorial tableau that stands as a convincing argument...

The Week in Digital Wealth (11/19/24)

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Things settled down to a steady hum, with integrations dominating the Fintech conversation. Utility returned as innovators continued to find new ways to handle...

The Week in Digital Wealth (11/12/24)

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The earnings season and the elections were a potent combination for a slightly subdued industry. Innovation continued, with everything pointing toward an intense year-end. Headlines...

Top 5 VC Deals of the Week in Fintech (11/11/24)

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'D'-regulation? As the world watched the U.S. election this past week, those in the fintech, blockchain, and VC space anxiously await deregulation....

Advisor Tech Talk (Week of 11/13/24)

After what seems like an endless stream of weeks in which we extolled how busy and active the wealthtech sector was,...

Decentralized Diaries for the Week of 11/5/24

The industry continued to normalize, with unique traits defining its pivotal moments. Digital assets continued to have the innovation everyone is (now) accustomed to...