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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.

The usual launches continued alongside partnerships and integrations. Interestingly, compliance efforts by the government increased (slightly). Headlines to take note of: Bloomberg continued its automation...

There was quite a bit of financial advisor-related wealth tech news this week, but to start out this edition of Advisor...

The industry got (some) breathing space from regulators, giving room for a recuperation period, with recent political events dictating the pace of things. There...

Multiparty collaborations are (finally) seeing the light, with a focus on niche utility. That said, the industry is (seemingly) shifting back to its startup...

Happy Independence Day and welcome to another busy edition of AI & Finance.  Today, before we get to our headlines, we’d like to introduce a...

An increase in partnerships and launches was noted, with a regulatory light touch that allowed for improved collaborations. The end user may have a...