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The Week in Digital Wealth (7/7/25)
Regulatory clarity brought forth new standards nd improvements, with key players taking things in stride.
That said, integrations continued to rule.
Headlines to take...
The Week in Digital Wealth (3/3/25)
The new month brought expectations of improved user experiences, with collaborations and partnerships dictating the pace of change.
Headlines to take note of:
CME...
The Week in Digital Wealth (2/25/25)
Last week, the customer was in focus, with collaborations and cooperation tilting towards improved user experiences. The government's light touch stance remained.
Headlines to take...
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.
The Week in Digital Wealth (12/3/24)
The Thanksgiving week combined with end-of-month activities slowed things down a bit in the digital wealth sector, but the industry performed optimally, with product...
The Week in Digital Wealth (10/15/24)
New solutions continued to emerge in tandem with partnerships. Election concerns did little to calm fever-pitch activity. Regulators took a proactive approach.
Headlines to take...
The Week in Digital Wealth (10/9/24)
Utility took over last week's industry convo, with new features improving end-user experiences. Integrations also moved in that direction. Partnerships focused on cost reduction...
The Week in Digital Wealth (8/20/24)
Last week was a mix of several things blending. Notably, integrations returned and utility continued to thrive.
Headlines to take note of:
The OCC added...
AI & Finance™ | News for the Week Ending 8/2/24
As we’ve said many times before in AI & Finance, it seems like artificial intelligence is everywhere today, even in financial technology, but the...
The Week in Digital Wealth (7/23/24)
The usual launches continued alongside partnerships and integrations. Interestingly, compliance efforts by the government increased (slightly).
Headlines to take note of:
Bloomberg continued its automation...





