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The Week in Digital Wealth (3/18/24)

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The interconnectedness of technologies in the industry is not a new occurrence.  Things heated up this time! One cannot (really) tell where one technology starts...
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DWN Publisher Notes For 2/27/24

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Friends, it's a leap year, astrology charts are lining up just like 1776 & AI is set to revolutionize the world. Meanwhile, who's Al Isenberg (AI)?  As we navigate thru uncharted political, economic & societal changes this year, DWN provides a consistent voice of authority on all things fintech & life goes on. READ UP!

The Week in Digital Wealth (2/26/24)

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As winter continued hitting (everyone) hard, the digital wealth sector resumed in full swing, providing launches and partnerships as a mainstay. That said, Cboe...

ESG Investing in 2024: The Role of AI/ML

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Like it or not, in 2024, the financial landscape has been significantly reshaped by two key trends: the rise of ESG (Environmental, Social, and...

The Week in Digital Wealth (9/4/23)

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Happy New Month and Labor Day! Things quietly hummed as the markets steadied and reactions continued to trail the release of Non-Farm Payroll (NFP) data. That...

Advisor Tech Talk (10/4/22)

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By Christopher Robbins This week in advisor technology, AdvisorEngine launched new data visualization dashboards, while Cambridge announced new digital retirement-oriented marketing solutions...

The Week in Digital Wealth (12/28/21)

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Inflation might be in the air, but that hasn’t stopped American consumers from shopping online and at physical stores this holiday season in a rush to beat the supply chain blues. BNPL has come into its own in 2021.  Mastercard and Visa both have their sights set on digital payments. Credit unions want more control over their crypto holdings. And billionaire tech entrepreneur Jack Dorsey is stirring the pot in the VC community. 

REAL CLEAR CRYPTO: ESG Reimagined

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Popcorn is a new paradigm for decentralized finance (DeFi) where yield-generating products simultaneously fund social impact beneficiaries at no additional cost to the user.

Advisor Tech Talk (7/28/21)

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The retirement industry is in the spotlight including a blockbuster deal in recordkeeping and administration, while RIAs are combining and investment advisory firms are expanding.