zCindy-New

DWN Publisher Notes For 12/3/24

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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.

MARTECH MINUTES: Why Advisors Need In-House Marketing Services

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

The Taylor Market Report (11/26/24)

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

DWN Publisher Notes For 11/26/24

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Friends, the team at Digital Wealth News wishes you and yours a beautiful Thanksgiving celebration with family and friends. Meanwhile, we continue this week with more original content and industry news for you, even on a holiday week....READ UP!

MARTECH MINUTES: The Wealth Marketers’ 2025 Wish List: Seamless Martech tools

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Changing technology necessitates organizations to invest in new enterprise marketing technology—or "Martech" tools—to enhance client communications and prospecting.

WEALTHTECH 3.0: Q&A With Pamela Cytron on TikTok & Wealth Management

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DWN recently caught up with Pamela Cytron, president of wealthtech accelerator The Founders Arena. for a wide-ranging interview on social media like TikTok and its value for the wealth management sector.

The Taylor Market Report (11/19/24)

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BITCOIN BITCOIN BITCOIN. The biggest beneficiary of the new presidency appears to be bitcoin (crypto in general). At long last, regulatory relief is here. Additionally, Trump is very interested in creating a sovereign wealth fund that would invest in bitcoin.
zCindy-New

DWN Publisher Notes For 11/19/24

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Friends, how is it possible that NEXT WEEK is Thanksgiving already?  As we move toward the holidays, it's interesting to note that industry news REALLY ramped back up after the election.  To that end, check it all out below...READ UP!

MARTECH MINUTES: How Using Finance Content Equates to Being a Thought Leader

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Participating in social media, sending clients a monthly newsletter, being featured in industry webinars, and attending events are ways to become a thought leader in the wealth industry.

The Taylor Market Report (11/12/24)

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There are still a lot of problems out in Investment Land.  Will a new leadership and a more business friendly environment match the initial enthusiasm? Be cautious.