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This week in Advisor Tech Talk, we’re going to let our wealthtech headlines speak for themselves, and leave it at that.  With...

Innovation took the front burner under the watchful eyes of regulators. The bad guys continued to find ways to target victims. However, things are...

AI, the shiny new thing AI is exciting, the possibilities are endless, and VCs are enthralled with the shiny new tool. This...

It finally happened. Fed Chair J. Powell did what everybody wanted. He eased interest rates. Yay, cool. Investors had waited all year for this....

I know that it might seem like we say this a lot at Digital Wealth News, but this was an extraordinary...

This week in Advisor Tech Talk, wealth management continues its hot streak of activity, and of course, wealthtech follows suit.  The biggest...

The British rock band Oasis announced a long-awaited reunion in late September 2024, with a tour in 2025 that will include stadium shows in...

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

Friends, it seems that every week brings us more bizarre and disturbing news, but even so, we remain optimistic for a bright future ahead for America. Meanwhile, we have SO MUCH news to report including a massive $1B AI funding, a new geo-politicl intelligence firm for the wealth sector (sounds very James Bond) and a look at the current state of common sense in markets...READ UP!

As we approach the fourth quarter of this year, Michael Partnow, Group President, Wealth Management at JIFFY.ai, provides insights into why leaders must take this time to ask, "How am I doing?"