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The Week in Digital Wealth (3/10/25)
Things moved smoothly in the industry, with players focusing on innovation. Government regulatory actions remained light and in the background.
Headlines to take note...
Advisor Tech Talk (Week of 8/28/24)
Financial advisor guru and self-declared nerd Michael Kitces made a not-so-bold assertion in a recently published report: The pool of desirable clients...
The Week in Digital Wealth (7/30/24)
Hot summer came with a few moves from the regulators alongside earnings season for the first half of 2024. Consumers were (once) again in...
DWN Publisher Notes For 6/19/24
Friends, have you considered voting for an AI for Congress? Well, it's happening in the UK for a Parliament seat. Meanwhile, we saw a MASSIVE $650M funding in the financial research sector this past week. The news continues, even during the "slow" summer months...READ UP!
The Week in Digital Wealth (6/18/24)
The industry shifted from embedded integrations to partnerships. Unveiled solutions (also) had a utility focus, solving customer-related problems (seamlessly).
Headlines to take note of:
The...
Advisor Tech Talk (Week of 6/11/24)
Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...
Advisor Tech Talk (Week of 3/7/23)
While it wasn’t the busiest week in advisor tech news, there were a few announcements with major repercussions for the financial...
REAL CLEAR CRYPTO: Did We Just Witness the Bottom for Crypto?
BTC, at time of writing, is trading above $21K & has now recovered more than 35% from its November low of around $15K. Other cryptocurrencies have seen even greater recoveries, albeit off even more dramatic declines.
The Week in Digital Wealth (12/14/21)
With inflation hovering at a 40-year high, BNPL is being looked to as the hero among consumers. One Brazilian digital bank fintech’s IPO was a hit on Wall Street. The CEO of Better.com could not have picked a worse way or time to announce layoffs. Meanwhile, Elon Musk is eyeing greener pastures.
The Week in Digital Wealth (11/9/21)
Fintechs are flooding the publicly traded markets, and SPAC deals will persist at least until 2022. A leading crypto investment firm is expanding into wealth management for high-net-worth investors. Banks are strengthening their tech stacks, and consumers are gearing up for holiday shopping.