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The Week in Digital Wealth (10/2/24)
The industry hummed along into the new month as the first leaves of the fall showed their gold colors. Partnerships continued to thrive, paving...
DWN Publisher Notes For 6/19/24
Friends, have you considered voting for an AI for Congress? Well, it's happening in the UK for a Parliament seat. Meanwhile, we saw a MASSIVE $650M funding in the financial research sector this past week. The news continues, even during the "slow" summer months...READ UP!
Advisor Tech Talk (Week of 6/18/24)
It’s probably not happening in 2024, and thus, advisors should breathe a sigh of relief.
As consumers continue to explore fintech and...
Decentralized Diaries for the Week of 2/12/24
How far can things explode in the cryptospace?
That's a question for another day because prices are going through the roof despite regulatory pressures;
...
Advisor Tech Talk (Week of 1/15/24)
We’ve known it was coming for weeks now, but last week’s clearance from the U.S. Securities and Exchange Commission for spot...
Advisor Tech Talk (Week of 12/19/23)
Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...
Advisor Tech Talk (Week of 9/11/23)
The kids are now all going back to school, their summer recreation finally over.
For some of us, the summer break never...
The Week in Digital Wealth (8/28/23)
The industry picked up steam as the heat of summer continued to recede with the probability of higher interest rates from the Fed.
Tradeweb was...
Advisor Tech Talk (Week of 5/30/23)
It was another big week in advisor tech news.
Of course, the biggest news of the week (already covered in our last...
The Week in Digital Wealth (11/9/21)
Fintechs are flooding the publicly traded markets, and SPAC deals will persist at least until 2022. A leading crypto investment firm is expanding into wealth management for high-net-worth investors. Banks are strengthening their tech stacks, and consumers are gearing up for holiday shopping.