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DWN recently caught up with Pamela Cytron, the president of wealthtech accelerator The Founders Arena. for a wide-ranging interview on social media and the wealth management sector

Competition for new banking customers between large established traditional banks and the new 'challenger' (a/k/a digital banks) banks has taken a new twist. Challenger banks like Starling, Revolut, Chime and others have "attacked" the traditional banking industry with little or no fees, innovative services and products, easy to use apps and no branches

Lord help me, I’m getting out my soapbox.  This week on AI and Finance we do have a strong list of headlines to get to,...

Today's marketing landscape is increasingly complex and competitive, characterized by fast-paced change, fluid client and prospect preferences, and emerging Martech tools.

Apparently YES! That's it. Common sense is so last year and has no place in society. Just like "Video Killed the Radio Star" from...

Friends, this week we delve into the Community Reinvestment Act and hear about the varied applications of AI in the wealthech startup ecosystem. Meanwhile, we see more VC deals in the sector, albeit at lower funding levels and have several new hires in the advisortech space to report.

By: Penny Phillips, President, Partner, Journey Strategic Wealth How many times have we heard that advisors aren’t growing? Year in and year out we hear the...

Is the party over? Yes. Now, moving on. With the last few days of financial markets experiencing significant selling, the very first thing to expect...

Are you ready? If not, get ready. The second half of the year, which includes an election (hopefully), will be saturated with disinformation. Or,...

Today's marketing landscape is increasingly complex and competitive. By implementing these seven trends into their marketing strategy, advisor marketing teams can effectively engage clients and prospects.