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CalTier, a disruptive fintech investment platform launched a crowd-funded investment raise, harnessing  some of the very regulations it uses to bring investment opportunities to the masses to raise funds itself.

Big money flowing into fintech this week, but the top deals are smaller. And by "smaller" we...

CHICAGO, April 27, 2022 /PRNewswire/ -- Practifi, a performance optimization platform for the wealth management industry,...

Today, there is an ongoing scramble among global powers to understand cryptocurrencies and use them—and their underlying blockchain and distributed ledger technologies—for their own benefit.

Historically, low interest rates kept the annual returns of most low-risk bonds under 2% for over a decade, but inflation and a heating economy are sending rates back up

In the next segment of Sarson Funds’ Defi Series, we will provide an overview and analytical discussion of Fantom (FTM), an alternative layer 1 decentralized financial (DeFi) network.

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

Traditionally, workflow automation in financial services has been limited to two aspects. First, the front office is where automation is usually deployed – e.g., an automated chatbot to solve customer queries or marketing automation to increase customer engagement.

PORTLAND, Ore., April 4, 2022 /PRNewswire/ -- Smarsh®, enabling organizations to manage the risk and uncover the value within their communications data,...

Some forms of automation come with added bonuses, making advisors—and sometimes the technology itself—better over time.