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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.

Things continued (as usual) with the industry taking on AI expansions and integrations. That said, other integrations were (also) in play, while compliance remained...

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

As winter continued hitting (everyone) hard, the digital wealth sector resumed in full swing, providing launches and partnerships as a mainstay. That said, Cboe...

Wealth technology is continuing to evolve, and we’re here to help you decipher it. Of course it was another busy week in...

We’ve known it was coming for weeks now, but last week’s clearance from the U.S. Securities and Exchange Commission for spot...

Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...

Industry innovations continued to take center stage as earnings season set in. DTCC launched its data product. Broadridge launched twin analytics products. J.P. Morgan's "JPM Coin" has...

The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...

LOS ANGELES – October 24, 2023 – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announces the continued expansion of its...