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Prudential Advisors and LPL Financial Set New Digital Benchmark in Wealth Management Collaboration

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In an industry-first move, Prudential Advisors, the retail arm of Prudential Financial, Inc. (NYSE: PRU), and LPL Financial (Nasdaq: LPLA) have completed their strategic...
NEWS BRIEF 3 Industry

Ryan George Named a Finalist in the WealthManagement.com 2023 Industry Awards for Technology Chief...

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George and his team recognized for their passion, performance and prowess in stewarding Docupace’s respected brand into exciting new era. LOS ANGELES – June 27, 2023 – Docupace,...
Press Release 5

Practifi Wins Wealthmanagement.com Award for Outstanding Achievement in CRM

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Practifi, a business management platform for high-performing wealth institutions, broker-dealers and RIAs, announced today that it has won the Wealthmanagement.com 2021 Industry Award for CRM in the category of Technology Providers.

REAL CLEAR CRYTPO: Sarson Funds PM Blake Richman Talks DeFi Use Cases

DeFi has taken the cryptocurrency industry by storm. While this burgeoning market segment only really began to take shape over the past year or so, it has already begun to disrupt Wall Street.

DWN AI Index™ | Daily Report

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The DWN AI Index™ is a new benchmark stock index of the artificial intelligence (AI) sector. The index is comprised of a diversified group of...

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...
zCindy-New

DWN Publisher Notes For 11/19/24

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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!
zCindy-New

DWN Publisher Notes For 11/12/24

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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!
zCindy-New

DWN Publisher Notes For 11/5/24

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Friends, voting for the election will be over soon...possibly.  Perhaps there will be a new president, perhaps not.  To say we (all) have election fatique would be an EXTREME understatement but we NEVER have digital wealth or AI fatique!  And to that end, we had an extremely busy news week...READ UP!

Top 5 VC Deals of the Week in Fintech (11/4/24)

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All bets are on...  This past week, CB Insights released its FinTech 100: The most promising fintech startups of 2024. Following this...