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Advisor Tech Talk (Week of 9/24/24)
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)
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)
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...
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!!
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...
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)
Last week, there was a marked shift towards innovation, with ideas taking over the space. That said, there were higher cases of regulation which...