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First Rate Announces Investment and Strategic Partnership with Fispoke

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

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

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

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 Week in Digital Wealth (6/18/24)

The industry shifted from embedded integrations to partnerships. Unveiled solutions (also) had a utility focus, solving customer-related problems (seamlessly). Headlines to take note of: The...

AI & Finance™ | News for the Week Ending 6/14/24

One of the first myths regarding artificial intelligence and finance we addressed after founding this feature months ago was the idea that AI would...

DWN Publisher Notes For 6/12/24

Friends, we had an amazing trip to TX (except for the Nvidia stock split, but that's a diff story), and now we're back at it!  Meanwhile the TX Stock Exchange was announced and it seems like fintech & AI keep rolling, despite ongoing geopolitical uncertainty...READ UP!

The Week in Digital Wealth (6/11/24)

Technical glitches did not hinder innovations and partnerships from springing forth, with integrations taking center stage. It looks like the end-user is back in...

Advisor Tech Talk (Week of 6/11/24)

Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...

AI & Finance™ | News for the Week Ending 6/7/24

Months after launching AI and Finance, the world is still in the extremely early stages of integrating artificial intelligence technology with the financial services...