DWN Publisher Notes For 10/24/23

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Friends, is AI REALLY that smart?  We  also have a chat with Mom & Dad about crypto and dig into the SBF trial with details you won't hear on the MSM. READ UP!

DWN Publisher Notes For 10/17/23

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Friends, what news is news?  We ponder this DEEP EXISTENTIAL QUESTION while also delving into a large state's new crypto legislation and how technology affects advisor recruiting plus more. READ UP!

DWN Publisher Notes For 10/11/23

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Friends, this week we have an insightful new zoomcast with Michael Pinsker of Docupace, a speculative look at what's next for markets and more great content and news in the digital wealth sector.  READ UP!

DWN Publisher Notes For 10/4/23

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Friends, notice anything different?  We've given Digital Wealth News a "facelift" with a brand new logo design, a new tagline and a fresh new newsletter format, but all the same great content!  Click here to read the "behind the scenes" on how & why we did it! | READ UP!!

DWN Publisher Notes For 9/27/23

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Friends, this week we have a new zoomcast with Jim Row of ESG platform Capturiant.  Meanwhile, we have more news from the SEC, banks get help with college loan balances & the 9-figure VC fundings are back! READ UP!

Publisher Notes For 9/20/23

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Friends, this week we learn how to stay protected from crypto scams, the importance of being grief-literate with bereaved clients and how to use AI (and not softwear engineers) to gear up your wealthtech! READ UP!

Publisher Notes For 9/13/23

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Friends, this week we have 7 rules for life & money(!), a look at what Web3 really is and venture deals back in the hundreds of millions! An action-packed digital wealth industry newsletter - once again. READ UP!

Publisher Notes For 9/6/23

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Friends, wow, where did summer go? Kids are back in school, and with that, investors are ready to jump back in the game, too. In the meantime, we had another busy week in digital wealth and wealthtech! READ UP!

Publisher Notes For 8/29/23

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Friends, ever wonder about the secret sauce that drives chamionship teams?  Check out this week's "Standard Deviations" podcast for the answers and click here to read more of my insights for the week.  Enjoy the unofficial end of summer and READ UP!!

Publisher Notes For 8/22/23

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Friends, learn about "un-magical things" this week in our Top 5 VC column, check out our busy news week in Advisor Tech Talk (even in the dead of summer) and brush up on the New Normal/Old Normal. READ UP!!