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)
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
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?
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
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)
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...