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zCindy-New

DWN Publisher Notes For 12/24/24

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Friends - WOW - what great content our team has come up with for you both holiday weeks, with retrospectives of the year behind us and a look at what 2025 will bring.  READ UP & HAPPY HOLIDAYS!!

2024-The Year in Digital Wealth, Part 1

The Year in Digital Wealth (Part 1) As we round off the year, we wish everyone a Merry Christmas. This week and next, we shall...

The Week in Digital Wealth (11/19/24)

Things settled down to a steady hum, with integrations dominating the Fintech conversation. Utility returned as innovators continued to find new ways to handle...

The Week in Digital Wealth (7/23/24)

The usual launches continued alongside partnerships and integrations. Interestingly, compliance efforts by the government increased (slightly). Headlines to take note of: Bloomberg continued its automation...

Advisor Tech Talk (Week of 7/23/24)

There was quite a bit of financial advisor-related wealth tech news this week, but to start out this edition of Advisor...

AI & Finance™ | News for the Week Ending 7/19/24

Not everything about the adoption of artificial intelligence in the financial industry is going to be a net positive for the world.  Let’s dig into...
zCindy-New

DWN Publisher Notes For 6/26/24

Friends, this week our CEO explores disinformation vs. common sense in markets, future elections and more while we see three VC fundings this past week hit $100M+ again - are we back to the go-go days of fintech venture? All this and more digital wealth and AI sector news right here...READ UP!!

The Week in Digital Wealth (6/25/24)

An increase in partnerships and launches was noted, with a regulatory light touch that allowed for improved collaborations. The end user may have a...
zCindy-New

DWN Publisher Notes For 5/1/24

Friends, we have some fascinating content this week - including a look at the difference between financial wellness and financial independence, how women are evolving the wealthtech industry (and the challenges they still face) and two very different but compelling looks at the marketing landscape in the finserv currently. READ UP!

The Week in Digital Wealth (4/29/24)

Regulatory light touches have had a positive effect on the industry. The SEC may (soon) be moving closer toward tighter standards. That said, product...