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DWN Publisher Notes For 4/3/24
Friends, you'll find the most important industry news here, including a chock full Advisor Tech Talk column (that we thought would just be a synopsis of Q1 because we thought it would be a slow news week) Boy, were we wrong! READ UP!
The Week in Digital Wealth (4/1/24)
Happy new month!
The industry turned green in response to Spring as user experiences (once again) took center stage.
Partnerships were also in play, with collaborations...
Advisor Tech Talk (Week of 4/1/24)
Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.
See, it being “spring break” week...