Advisor Tech Talk (Week of 3/18/24)

Yes, AI might be responsible for the hottest news in the advisor tech universe, but blockchain, cloud and conventional roboadvisors still...

Decentralized Diaries for the Week of 3/18/24

Industry maturity is a given. How far things have come signals the emergence of a new normal. That said, legal issues are still a thing,...

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...

Top 5 VC Deals of the Week in Fintech (3/18/24)

Action sprinkled with advice... It's a new game for startups, with the days of multi-million funding deals over. Before opening their checkbooks,...

DWN AI Index™ | Daily Report

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The DWN AI Index™ is a new benchmark stock index of the artificial intelligence (AI) sector. The index is comprised of a diversified group of...

Is AI (Artificial Intelligence) the New Bitcoin?

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OK! First I totally realize that AI and Bitcoin are like a vegetable and a fruit. I'm referring to the price action of each...

AdvizorStack: An Outsourced CTO for Small- to Midsized RIAs

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Throughout his 30+ year financial services career, AdvizorStack CEO Paul DeMaio never considered himself a disruptor. All that changed in 2022, when Paul, along...

Advisor Tech Talk (Week of 3/11/24)

As fintech continues to proliferate and transforms the wealth management landscape, advisors are engaged in not one, but multiple arms races.  The...

Decentralized Diaries for the Week of 3/11/24

Crypto volatility may be a permanent thing. Then again, we are all holding on for dear life! (HODL) That said, the week was busy on...

The Week in Digital Wealth (3/11/24)

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Data Data Data! Data (it seems) is the new industry buzzword, with automated solutions providing a context for several use cases.  Meanswile, AI continued to...