zCindy-New

DWN Publisher Notes For 11/12/24

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Friends, while last week's election remains top of mind, we have been quite interested by the precipitous rise of bitcoin's price post-election.  Pro-crypto candidates also had a very good showing, winning 48 out of 50 seats with support from pro-defi PACs. Fascinating....READ UP!

MARTECH MINUTES: How Banks Can Meet the CRA Rule For Financial Literacy

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In the ever-evolving world of finance, developing regulations and standards set by various legislative acts has become a norm for financial institutions and banks.

The Taylor Market Report (11/5/24)

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So, will the Fed cut rates? Will Trump win? Will Harris win? Stay tuned to the financial soap opera "One Day at a Time" and wait to see. If there was ever a TGIF (Thank God It's Friday), let's hope it's this one coming up.
zCindy-New

DWN Publisher Notes For 11/5/24

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Friends, voting for the election will be over soon...possibly.  Perhaps there will be a new president, perhaps not.  To say we (all) have election fatique would be an EXTREME understatement but we NEVER have digital wealth or AI fatique!  And to that end, we had an extremely busy news week...READ UP!

WEALTHTECH 3.0: Q&A With Pamela Cytron on Startup Innovation in WealthTech

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Digital Wealth News recently sat down with The Founders Arena president Pam Cytron to discuss a wide range of topics that start-ups in the sector face.

MARTECH MINUTES: 2025’s Most Significant Advisor Marketing Trends

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Today's marketing landscape is increasingly complex and competitive, characterized by fast-paced change, fluid client and prospect preferences, and emerging Martech tools.

The Taylor Market Report (10/29/24)

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Not having any inside information, it doesn't appear that another interest rate cut is coming. Probably for the best since after the last cut, rates actually went up. There is really no pressure  to cut rates anymore either. Voters have voted so political pressure is off.
zCindy-New

DWN Publisher Notes For 10/29/24

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Friends, we want to thank everyone who made the big trip to Bozeman last week for the Big Sky AI Roundtable. Greg Woolf did a great write up of the conference for us below. Meanwhile, the industry news continues and you'll find it all here...READ UP!

MARTECH MINUTES: AI-Generated Images-Potential Implications for Wealth Organizations

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As artificial intelligence continues to evolve, so does its potential for generating images, creating implications for many industries, including wealth organizations.

The Taylor Market Report (10/22/24)

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Financial markets (in general) seem to be waiting for more clarification on who will be the next president. Individual stocks are moving both up and down with earnings and rumors. Indices keep moving higher.  Ever since the Fed cut interest rates, those same rates have actually risen. Go figure.