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zCindy-New

DWN Publisher Notes For 11/19/24

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Friends, how is it possible that NEXT WEEK is Thanksgiving already?  As we move toward the holidays, it's interesting to note that industry news REALLY ramped back up after the election.  To that end, check it all out below...READ UP!

Advisor Tech Talk (Week of 11/20/24)

It’s another week, and wealthtech is bigger and busier than ever before.  And if you think wealthtech is big—we'll refer you below...
zCindy-New

DWN Publisher Notes For 11/12/24

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Friends, while last week's election remains top of mind, we have been quite interested by the precipitous rise of bitcoin's price post-election.  Pro-crypto candidates also had a very good showing, winning 48 out of 50 seats with support from pro-defi PACs. Fascinating....READ UP!

The Week in Digital Wealth (11/12/24)

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The earnings season and the elections were a potent combination for a slightly subdued industry. Innovation continued, with everything pointing toward an intense year-end. Headlines...

Advisor Tech Talk (Week of 11/13/24)

After what seems like an endless stream of weeks in which we extolled how busy and active the wealthtech sector was,...
zCindy-New

DWN Publisher Notes For 11/5/24

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Friends, voting for the election will be over soon...possibly.  Perhaps there will be a new president, perhaps not.  To say we (all) have election fatique would be an EXTREME understatement but we NEVER have digital wealth or AI fatique!  And to that end, we had an extremely busy news week...READ UP!

Advisor Tech Talk (Week of 11/6/24)

Welcome back to another (ANOTHER) busy edition of Advisor Tech Talk, where we give you a rundown of all of the...
zCindy-New

DWN Publisher Notes For 9/25/24

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Friends, you must check out Chris Robbins' opener in this week's Advisor Tech Talk about the state of continuing education in the industry and the endless industry events (are they really worth it?)  Meanwhile, in Defi Diaries, we explore Blackrock's continued foray in to BTC and that's just the tip of the iceberg in this week's industry news coverage...READ UP!

Advisor Tech Talk (Week of 9/24/24)

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Ah yes indeed, it was another busy week—not just in advisor technology, but in wealth management as well. Many acquisitions were...
zCindy-New

DWN Publisher Notes For 6/5/24

Friends, we're traveling this week to the Dallas area, but the newsletter & website are still chock full of great news & industry info plus insight into the dark side of AI & a look at the latest cohort from wealthtech accelerator The Founders Arena...READ UP!!