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Digital Assets, Tokenization & Stablecoins — The New Baseline (Week of June 1, 2026)
Digital assets are no longer “the future of finance.” They’re the new baseline the rest of the financial system is being forced to catch...
FINTECH VIEWS: How Tech Stacks Can Encourage Bank-Based Advisors to Go Independent
Across major cities from coast to coast, there’s a rising wave of bank-based financial advisors exploring independence. With decades of experience under their belt,...
The Al & Ivy (AI) Podcast, Ep. 51 | Debasement – Story or Shift?
DWN's innovative podcast series with AI hosts, Al & Ivy, presents the most topical subject of the week and discusses it in an easy...
AI REGS & RISKS | Regulators Don’t Want You Using Cloud-Based GenAI Yet
By Greg Woolf, AI RegRisk Think Tank
Before financial institutions can fully embrace generative AI, regulators are sending a clear warning: not so fast. The Treasury Department,...
Bridgemark Strategies Continues Growth Momentum With Key Hires After Launch of Bridge Marketplace Advisor...
Bridgemark Strategies has broadened its team of advisor-facing specialists, adding Jason Hawn, Timari Robison and Travis Boak as recruiting consultants. This expansion comes less than a year after...
Kovair Partners with Boomi to Add Cloud-based Application Development to its Platform
Kovair Software, a DevSecOps, DevOps, and Application Lifecycle Management enterprise, has joined the Boomi Technology Partner Program, bringing managed DevOps-as-a-Service to the Boomi Enterprise...
STANDARD DEVIATIONS PODCAST: Amy Mullen – 5 Steps for Values-Based Financial Planning
This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Amy Mullen.
Amy Mullen, CFP® is President of Money Quotient. In this role,...
MARTECH MINUTES: Digital Marketing Basics Part 1 – Database Management
A common problem that marketing and advisor teams experience is how to create and maintain a hygienic database. Your CRM should play a part in ensuring your data is clean and up to date for marketing purposes.
Markets & Baseball: “It Ain’t Over ’til It’s Over”
It seems like a very appropriate time to bring up some quotes from the famous (or infamous) Yogi Berra and apply them to today's...
The Wall Street Journal & Coinbase “Have Words” …. Whose Right?
A difference of definition. When is proprietary trading not proprietary trading? It seems the venerable Wall Street Journal defines the practice one way and...