Thought Leaders

Ready for the holidays? Not much time left. The big question (probably the last of 2024) is will the Fed cut interest rates after their meeting tomorrow? Betting says Santa Powell (Fed Chair) will gift us with a 25bpt rate cut. Hope you all have been nice and not naughty.

Friends, when a bright-eyed journalism student with a passion for AI approaches you and asks to write an op-ed on Tesla's new AI-powered Optimus robot, how could you possibly say no? Make sure to check out our lead article below from our intern here at DWN, and Penn State journalism student Nicole Nieves, plus our topical weekly news. READ UP!

As we enter 2025, the wealth management industry is at a crossroads. For advisors and firms, the challenge is more than just to keep up and lead purposefully, according to Pam Cytron of The Founders Arena

There could be some real fireworks next week since Friday (Dec. 20th) is the third Friday of the month and the final triple/quadruple/etc. options/futures/etc. expiration. Lots to be unwound at the end of the year.....especially this year. We'll see.

Friends, December used to be a slow news month, but that trend seems obsolete in 2024.  We have major industry news (again) for you this week, all synopsized below, plus a wish list for Santa of new wealthtech in 2025. READ UP!!

Wealth industry marketers want Martech tools that reduce swivel chairs and time this holiday season. Here's the list of the most desired tools for the fiinancial services sector.

Barring anything earth shattering, the year may already be over. Gold looks to have settled just above/below $2,600, the S&P 500 (equities) look to finish at, or near, record highs. BUT there may be a bit of life left in the crypto area - specifically BTC & ETH. Otherwise, holiday time rules.

Friends, and just like that, we're now into December - and along with that comes Small Business Saturday, Cyber Monday, GIving Tuesday - and oh yeah - there's that Hanukkah and Christmas thing, too. Meanwhile, this week we have a timely read from industry giant Joe Mrak on how to establish a charitable practice for HNW families with technology - perfect timing for the holidays.

In the rapidly evolving wealth management industry, it is paramount that advisors have the necessary tools to perform their tasks efficiently and effectively.

By Bill Taylor, CEO / Digital Wealth News and AI & Finance