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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...

The Week in Digital Wealth (9/24/24)

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Innovation resumed its front-seat status, with partnerships giving rise to fast-paced deployments. Interestingly, there are a few "old vs. new" solutions that reflect everyday...

AI & Finance™ | News for the Week Ending 8/30/24

Occasionally we like to take in some of the counterprogramming on artificial intelligence, so this week to lead of AI and Finance we’re going...

The Week in Digital Wealth (8/20/24)

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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 7/12/24

There’s still plenty of financial artificial intelligence news to report, but we’re going to start this week’s AI & Finance with a confession of...
zCindy-New

DWN Publisher Notes For 7/10/24

Friends, we hope you got some vacay time in last week. We're currently hunkered down for a heat dome here in Montana. Meanwhile, we're reminded that with all the ongoing chaos in markets and politics, your mantra should be "Don't Worry, Be Happy"...READ UP!!
zCindy-New

DWN Publisher Notes For 7/3/24

Friends, this week brings us the 4th of July and despite the truly bewildering politcal climate we're living in, I'm deeply grateful to be a citizen of this amazing country.  Wishing you and yours a wonderful 4th.....now onto all the most important news in digital wealth for this short week...
zCindy-New

DWN Publisher Notes For 6/26/24

Friends, this week our CEO explores disinformation vs. common sense in markets, future elections and more while we see three VC fundings this past week hit $100M+ again - are we back to the go-go days of fintech venture? All this and more digital wealth and AI sector news right here...READ UP!!

Top 5 VC Deals of the Week in Fintech (6/25/24)

The British are coming! The British are coming! We're terribly sorry, but since this week's top 5 list includes two UK companies,...

The Week in Digital Wealth (6/4/24)

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Last week, there was a marked shift towards innovation, with ideas taking over the space. That said, there were higher cases of regulation which...