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DWN Publisher Notes

zCindy-New

DWN Publisher Notes For 12/3/24

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Friends, and just like that, we're now into December - and along with that comes Small Business Saturday, Cyber Monday, GIving Tuesday - and oh yeah - there's that Hanukkah and Christmas thing, too. Meanwhile, this week we have a timely read from industry giant Joe Mrak on how to establish a charitable practice for HNW families with technology - perfect timing for the holidays.
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THE TAYLOR REPORT

The Taylor Market Report (12/3/24)

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Barring anything earth shattering, the year may already be over. Gold looks to have settled just above/below $2,600, the S&P 500 (equities) look to finish at, or near, record highs. BUT there may be a bit of life left in the crypto area - specifically BTC & ETH. Otherwise, holiday time rules.

MARTECH MINUTES

MARTECH MINUTES: Why Advisors Need In-House Marketing Services

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In the rapidly evolving wealth management industry, it is paramount that advisors have the necessary tools to perform their tasks efficiently and effectively.

WEALTHTECH 3.0

WEALTHTECH 3.0: Q&A With Pamela Cytron on TikTok & Wealth Management

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DWN recently caught up with Pamela Cytron, president of wealthtech accelerator The Founders Arena. for a wide-ranging interview on social media like TikTok and its value for the wealth management sector.

AI ILLUMINATIONS

AI ILLUMINATIONS: Tech Planning for the Next Year – What Wealth Organizations Must Do...

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Manish Pandey, Senior Vice-President, and Head of Banking at JIFFY.ai shares with Digital Wealth News™ readers what financial institutions must do now as they prepare for 2025 and beyond.

AI & FINANCE

AI & Finance™ | News for the Week Ending 11/29/24

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It’s a holiday week AI & Finance and we still have plenty of news to cover, so we’re scrapping tentative plans to revisit some...

AI EDUCATION: What Is Machine Learning?

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Each week we find a new topic for our readers to learn about in our AI Education column.  This week on AI Education we’re going to...

Top 5 VC Deals of the Week in AI (11/29/24)

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This week we continue our series on the top 5 VC-funded deals in AI. AI venture funding posted another busy week ahead of the Thanksgiving...

AI EDUCATION: What Is a Transformer (and Is It More Than...

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Each week we find a new topic for our readers to learn about in our AI Education column.  Full confession mode here: I am a child...

FINTECH VIEWS

FINTECH VIEWS: Elevate Your Wealth Practice with PhilTech

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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...

FINTECH VIEWS: 2024 – The Year of AI Escalation

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By Jeff Nash, Bridgemark Strategies As we prepare to close the book on 2024, many of us will reflect upon what happened during the year,...

FINTECH VIEWS: Wallets and Wealth Management – The New Frontier

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By Eric Noll, CEO, FusionIQ Digital wallets have fundamentally changed how consumers interact with financial services, merging the simplicity and accessibility of digital payments with...

FINTECH VIEWS: Marketing Beyond CRM

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From their beginnings as a repository and organizer of client information to their current functionality, which includes integration, automation, customization, analytics and more, Customer...

RECENT COMMENTARY

The Taylor Market Report (12/3/24)

0
Barring anything earth shattering, the year may already be over. Gold looks to have settled just above/below $2,600, the S&P 500 (equities) look to finish at, or near, record highs. BUT there may be a bit of life left in the crypto area - specifically BTC & ETH. Otherwise, holiday time rules.

DWN’s Al and Ivy (AI) Podcast, Episode 6 – The History of Bitcoin

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...
zCindy-New

DWN Publisher Notes For 12/3/24

0
Friends, and just like that, we're now into December - and along with that comes Small Business Saturday, Cyber Monday, GIving Tuesday - and oh yeah - there's that Hanukkah and Christmas thing, too. Meanwhile, this week we have a timely read from industry giant Joe Mrak on how to establish a charitable practice for HNW families with technology - perfect timing for the holidays.
cv