cfpb - search results

There’s a lot of wealthtech news to get to, even in a holiday-shortened Advisor Tech Talk, but first we should discuss...

Friends, it's been another week of incredible change and it looks like this will be the norm thru the end of 2024.  Meanwhile, so much going on in digital wealth - including a deep dive into the impact Gen Z will have on wealth in the future in our Advisor Tech Talk column, a look at best practices in finserv martech and much more...READ UP!!

Hot summer came with a few moves from the regulators alongside earnings season for the first half of 2024. Consumers were (once) again in...

Crypto adoption is growing, with critics and supporters cheering from the sidelines. That said, legislation within the states will play a pivotal role in...

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

Industry maturity (a rare occurrence) unfolded with the sector getting into gear. Institutional players dictated the pace of events. Only time will tell how far...

Data Data Data! Data (it seems) is the new industry buzzword, with automated solutions providing a context for several use cases.  Meanswile, AI continued to...

Artificial intelligence implementation is moving at full speed ahead in several areas of the financial services industry, including insurance and banking, as can be...

The industry calmed down as the post-holiday activities resumed in earnest. NASDAQ launched an interesting IPO data tool; CME and DTCC revealed a cross-margin...

Friends, some MAJOR news in our Advisor Tech Talk (re: Bill Crager of Envestnet) & Defi Diaries (re: SBF) this week -plus- we couldn't resist posting just ONE MORE 2024 predictions story for you! Another action-packed newsletter, including our new DWN AI Index, for the 2nd week in 2024! READ UP!!