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As Markets Evolve, RIA Firms Can Utilize Alts to Increase Enterprise Value
By Steven Brod
For years, recurring and predictable revenues were among the biggest advantages that the fee-based side of the wealth management industry (including Registered...
Discovery Data Launches MarketPro Intelligence Platform, Unveils Evolved Brand
EATONTOWN, N.J., November 10, 2020 (Newswire.com) - Discovery Data, the market leader in data, insight, and analytics for the...
WEALTHTECH 3.0: Q&A With Pamela Cytron on TikTok & Wealth Management
DWN recently caught up with Pamela Cytron, president of wealthtech accelerator The Founders Arena. for a wide-ranging interview on social media like TikTok and its value for the wealth management sector
AI & Finance™ | News for the Week Ending 11/22/24
Here at AI & Finance, I believe that, week in and week out, we offer an editorial tableau that stands as a convincing argument...
The Taylor Market Report (11/19/24)
BITCOIN BITCOIN BITCOIN. The biggest beneficiary of the new presidency appears to be bitcoin (crypto in general). At long last, regulatory relief is here. Additionally, Trump is very interested in creating a sovereign wealth fund that would invest in bitcoin.
DWN Publisher Notes For 11/19/24
Friends, how is it possible that NEXT WEEK is Thanksgiving already? As we move toward the holidays, it's interesting to note that industry news REALLY ramped back up after the election. To that end, check it all out below...READ UP!
MARTECH MINUTES: How Using Finance Content Equates to Being a Thought Leader
Participating in social media, sending clients a monthly newsletter, being featured in industry webinars, and attending events are ways to become a thought leader in the wealth industry.
AI ILLUMINATIONS: Tech Planning for the Next Year – What Wealth Organizations Must Do...
Manish Pandey, Senior Vice-President, and Head of Banking at JIFFY.ai shares with Digital Wealth News™ readers what financial institutions must do now as they prepare for 2025 and beyond.
AI EDUCATION: What Is a Chatbot (and Could It Kill Me)?
Each week we find a new topic for our readers to learn about in our AI Education column.
This week in AI Education we’re going to...
DWN Publisher Notes For 11/12/24
Friends, while last week's election remains top of mind, we have been quite interested by the precipitous rise of bitcoin's price post-election. Pro-crypto candidates also had a very good showing, winning 48 out of 50 seats with support from pro-defi PACs. Fascinating....READ UP!