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The Week in Digital Wealth (3/17/25)
The government debt issue did little to slow the pace of industry progress. User-friendly deployments continued to rule, with partnerships taking creativity to another...
Advisor Tech Talk (Week of 3/17/25)
Well, it happened again, and it’s becoming difficult not to see this as a pattern—just from an eyeballs perspective, wealthtech news...
Advisor Tech Talk (Week of 3/3/25)
It was another very busy week in wealthtech, with a long list of financial advisor technology headlines to report, but it...
Advisor Tech Talk (Week of 2/17/25)
This week’s Advisor Tech Talk has a ton of wealthtech news, including a huge announcement from Morningstar, but first we’d like...
Decentralized Diaries for the Week of 11/26/24
Industry integrations paved the way for crypto adoption as new players considered entering the industry—the new winds of change in D.C. may have something...
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 (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 7/10/24
Friends, we hope you got some vacay time in last week. We're currently hunkered down for a heat dome here in Montana. Meanwhile, we're reminded that with all the ongoing chaos in markets and politics, your mantra should be "Don't Worry, Be Happy"...READ UP!!
The Week in Digital Wealth (7/9/24)
Multiparty collaborations are (finally) seeing the light, with a focus on niche utility. That said, the industry is (seemingly) shifting back to its startup...
Advisor Tech Talk (Week of 7/9/24)
Another summer holiday week is in the books, but there’s still plenty to discuss in advisor technology—including two potentially industry-changing announcements.
One,...