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TrueNorth, a global fintech software development company, and Boost.ai, a global leader in conversational artificial intelligence for Fortune 1000 companies, today announced a new partnership.

Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today announced that it has expanded its relationship with BNY Mellon’s Pershing (“Pershing”) through a series of technology integration upgrades.

FP Alpha announced today the launch of The Tax Snapshot, a dynamic client engagement deliverable that provides financial advisors with an instant summary of a client’s current tax return

The world looks different depending on what level of advisor-facing fintech a company operates on.

A lot of people are beginning to use a Bitcoin ATM and those devices are popping up at more and more locations at very rapid pace.

For small and mid-size businesses, adapting and evolving means going through a digital transformation. And historically, that’s been no easy task — that is, until Chalice Network was created.

For the next feature in Digital Wealth News' Fintech Luminaries series, we’d like you to meet Stephanie Foster, who serves as the Chief Administrative Officer at XY Planning Network, a tech-savvy service organization that provides a turnkey solution for fee-for-service financial advisors who are focused on working with Generation X and Generation Y clients.

Recognizing the potential for an explosion in customer demand for bitcoin, Goldman Sachs is re-entering a sector they exited just a couple years or so ago by relaunching its cryptocurrency trading desk, thus allowing them to deal Bitcoin futures and non-deliverable forwards to clients.

We're back this week with FIVE $100M+ VC deals, and the top one - BlockFi - at $350M

Rise in huge financial challenges among investors, & other external forces that compels a business to arrange finances for their business expansions has worked as the major factor driving the growth of the global investment banking & trading services market.