WEALTHTECH 3.0: The Founders Arena | A Unique Perspective to Accelerating Fintech

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Digital Wealth News recently interviewed Pamela Cytron, President of The Founders Arena, to learn more about their unique perspective on industry specialization and accelerating wealthtech startups.

MARTECH MINUTES: Why Advisors Must Provide Financial Education

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For financial advisors, a significant reason clients may be unhappy with their advisors is a need for more communication and namely, financial education.

Fintech Luminaries – Meet Aaron Schumm of Vestwell

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Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems.  For our latest feature, we'd like you to meet Aaron Schumm of Vestwell, the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans.

Fintech Luminaries – Meet April Rudin of The Rudin Group

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Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems. For our latest feature, we'd like you to meet April Rudin of The Rudin Group.

The Taylor Market Report (2/13/24)

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The S&P 500 at 5,000 has seen the top. Those nice returns over the past few years are now in the rear view mirror.  If you didn't hear the bell ring.....you're deaf. Short and expect a bigger drop than you may imagine.

Fintech Luminaries – Meet Ryan George of Docupace

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Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems. For our latest feature, we'd like you to meet Ryan George of Docupace, a solutions provider focused on digitizing and automating operations in the financial advice and investment industry.
zCindy-New

DWN Publisher Notes For 2/13/24

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Friends, it's a week for lovers, and we LOVE the content we've lined up for you here, including a look at looming black swan events, a new crypto offering for advisors and more.  Happy Valentine's Day to you and yours!  READ UP!!

MARTECH MINUTES: A Vendor’s View – ‘FINRA Reviewed’ vs. ‘Compliance Reviewed’

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As industry compliance and marketing professionals recognize, Rule 2210 aims to ensure that all marketing materials are fair, accurate, and not misleading.

REAL CLEAR CRYPTO: Understanding the Risks: Why Investing in Grayscale Grantor Trusts at a...

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Let's talk about these premiums on Grayscale Grantor Trusts. In simple terms, a premium occurs when the market price of a trust unit is greater than the net asset value (NAV) of the cryptocurrency it represents.

Fintech Luminaries – Meet Michael Partnow of JIFFY.ai

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For our latest Fintech Luminaries feature on Digital Wealth News, we'd like you to meet Michael Partnow of JIFFY.ai, a global, enterprise-grade process automation company that helps organizations to automate end-to-end complex business processes across their front, middle, and back offices.