fis - search results

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.

Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...

Regulatory light touches have had a positive effect on the industry. The SEC may (soon) be moving closer toward tighter standards. That said, product...

The industry (has certainly) moved past the speculative phase, where cowboys reigned and anything was possible. Innovations still happen, but progress is (now) governed...

The biggest advisor tech news this week is not among our list of headlines.  Because this news did not come from a...

Collaborations continued to be a focus point, but the end-user came out on top. Government interventions were overarching, with pushbacks from advocacy groups highlighting...

Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...

Industry tailspins are (no longer) a thing. It remains to be seen how this uptrend will be maintained, with partnerships dictating the pace of...