DWN Publisher Notes
DWN Publisher Notes For 12/3/24
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
THE TAYLOR REPORT
The Taylor Market Report (12/3/24)
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
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
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...
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
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?
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)
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...
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
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
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
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
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
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 is Macro
- Decentralized Diaries
- DWealth Muse Podcast
- DWN AI Index
- DWN Publisher Notes
- DWN Round Tables & Op-Eds
- Entoro Capital
- Entoro Investments
- Fintech & Philosophy Zoomcast
- Fintech Corner
- Fintech Luminaries
- Fintech Views
- Industry Briefs
- Intelligence for Growth
- JIFFY.ai
- Markets
- MarTech Minutes
- News
- News/Markets
- Orion
- Personal Insights
- Podcasts
- Practifi
- Principals
- Real Clear Crypto
- Refinitiv, An LSEG Business
- Rethink. Financial Advice Podcast
- Sarson Funds
- Sarson-Crypto Education Series
- Standard Deviations Podcast
- Taylor Report
- The Al & Ivy (AI) Podcast
- TheALTInvestor
- Thought Leaders
- TIFIN
- TIFIN-Investment Management Series
- Top 5 VC Deals | AI
- Top 5 VC Deals | Fintech
- Videos
- Wealthtech 3.0
- Wealthtech Insider
- Week in Digital Wealth
- Whitepapers
More
The Taylor Market Report (12/3/24)
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...
DWN Publisher Notes For 12/3/24
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
