DWN Publisher Notes
DWN Publisher Notes For 12/31/24
Friends, We hope you all had a great holiday season and are queued up for an amazing 2025! This week we continue our retrospectives of 2024 with another nod at the trends we'll see in the New Year. READ UP & HAPPY NEW YEAR TO YOU AND YOURS!!
cv
THE TAYLOR REPORT
The Taylor Market Report (12/31/24)
Before all the "experts" tell you where inflation will be, where interest rates will be, where the equity markets will be and who wins the Super Bowl this year, let's settle back for a bit and just enjoy.
But, if you must have a prediction-bitcoin will see prices you never imagined. Super bullish.
MARTECH MINUTES
MARTECH MINUTES: How to Grow AUM in 2025 – Advisor Marketing
By Teresa Leno, CEO and Founder of Fresh Finance
As a financial advisor, your services are pivotal in helping individuals and businesses make suitable financial...
WEALTHTECH 3.0
WEALTHTECH 3.0: What’s on the Horizon for Wealth Management in 2025?
As we enter 2025, the wealth management industry is at a crossroads. For advisors and firms, the challenge is more than just to keep up and lead purposefully, according to Pam Cytron of The Founders Arena
AI ILLUMINATIONS
AI ILLUMINATIONS: What’s On Your Holiday Wish List?
Digital Wealth News recently interviewed Michael Partnow, Group President, Wealth Management, JIFFY.ai, about how wealth organizations should approach their technology wish lists.
AI & FINANCE
AI & Finance™ | News for the Week Ending 1/3/25
A very happy 2025 to our readers, and welcome to another holiday week AI & Finance, in which we’ll review some of the biggest...
AI & Finance™ | News for the Week Ending 12/27/24
Welcome to a holiday week AI & Finance, in which we’ll review some of the biggest artificial intelligence stories of the past year. If...
AI & Finance™ | News for the Week Ending 12/20/24
Welcome to another busy week in AI & Finance, where news dropped at a pace brisker than the wind screaming off the Atlantic Ocean...
AI EDUCATION: What Is an AI Chip?
Each week we find a new topic for our readers to learn about in our AI Education column.
This week we’re going to steer back towards...
FINTECH VIEWS
FINTECH VIEWS: Looking Back, Looking Forward – Q&A With Colleen Bell...
The often-slower pace of December provides the perfect opportunity to look back on a consequential year for digital innovation in the wealth...
FINTECH VIEWS: Drowning in Data – The Challenges of Too Much...
When it comes to intel in financial services, “the more the better” is the rallying cry that has launched a thousand data collection platforms....
FINTECH VIEWS: What is Clean Data and Why Is It Critical...
By Mike Overdorf, President and Founder, The Sycamore Company
The financial services and wealth management industries have entered an era of big data that has...
FINTECH VIEWS: Elevate Your Wealth Practice with PhilTech
By Joe Mrak, CEO, Foundation Source
High-net-worth investors are increasingly interested in charitable giving, but many wealth management firms and practitioners are not dedicating a...
RECENT COMMENTARY
Latest Posts
- All
- Advisor Tech Talk
- AI & Finance
- AI & Finance | News
- AI & Forecasting
- AI Education
- AI ILLUMINATIONS
- AI Intelligence
- AI Regs & Risk
- Apex Clearing
- Back Office Heroes
- Blockchain Education
- Chalice Network
- Crypto Education Series
- Crypto is Macro
- Decentralized Diaries
- DWealth Muse Podcast
- DWN AI Index
- DWN Op-Eds
- DWN Publisher Notes
- Entoro Capital
- Entoro Investments
- Fintech & Philosophy Zoomcast
- Fintech Corner
- Fintech Luminaries
- Fintech Views
- Industry Briefs
- Intelligence for Growth
- Investment Management Series
- JIFFY.ai
- Markets
- MarTech Minutes
- News
- News/Markets
- Orion
- Other
- Personal Insights
- Podcasts
- Practifi
- Principals
- Real Clear Crypto
- Refinitiv, An LSEG Business
- Rethink. Financial Advice Podcast
- Sarson Funds
- Standard Deviations Podcast
- Taylor Report
- The Al & Ivy (AI) Podcast
- TheALTInvestor
- Thought Leaders
- TIFIN
- Top 5 VC Deals | AI
- Top 5 VC Deals | Fintech
- Videos
- Wealthtech 3.0
- Wealthtech Insider
- Week in Digital Wealth
- Whitepapers
More
DWN’s Al and Ivy (AI) Podcast, Episode 9 – The BITCOIN Act of 2024
DWN's new podcast series with AI hosts, Al and Ivy, presents the most topical subject of the week and discusses it in an easy...
THE LEAD | It’s the Economics, Stupid!
I'm probably not who you expected this week.
I’m filling in on the spot for the great Bill Taylor due to an illness, so please...
Advisor Tech Talk (Week of 1/8/25)
Happy New Year, everyone. After a couple of “light” weeks of covering the biggest and best to come out of wealthtech...
cv
