Thought Leaders

Friends, some weeks we have SO MUCH CONTENT and this is one of them, though EVERY WEEK I believe we report industry news better than any media firm out there.  Anyhoo, make sure you check out our advance videos for our upcoming AI Roundtable being held herein Bozeman next week...READ UP!

With the advancement of technology, wealth organizations have access to a wide range of marketing software to help them reach their target audience, maintain client relationships, and work toward their goals.

It might just be that the month of October is going to be a big nothing, sprinkled with a touch of bullishness and a dab of bearishness. Very nervous and skittish. What with wars, geopolitical events, election uncertainty and a slew of possible black swan events, sitting on your hands and doing nothing is the correct action.

Friends, FINTECH IS STILL RIPE FOR INNOVATION. You heard it here first. We recently registered on the SAP Ariba vendor system and it was NOT "efficient", and that's a vast understatement. In this age of generative AI and the best and brightest minds re-writing the way finserv functions, how can a payments/vendor system this difficult and non user-friendly even still exist? But I digress. Another great newsletter awaits you here...READ UP!!

During times of change, marketing teams need to prioritize their actions. Budget cuts mean less room for experimentation, so focusing on tried-and-true tactics that deliver results becomes paramount.

Friends, with our upcoming Big Sky AI Roundtable later this month here in Bozeman, things have shifted into overdrive here at DWN world headquarters! Even so, we continue to put out THE BEST QUALITY CONTENT in digital wealth and AI for our readers and this week was no exception...READ UP!!

October is not the kindest month for investors. Waiting for one more big push up might be like picking up quarters on the freeway. Odds are not good. If being short isn't for you, at least be defensive and cautious.

The Founders Arena WealthTech Accelerator, in partnership with SEI®, First Rate, Inc., Republic Capital Group, the City of Arlington, and the Arlington Economic Development Corporation, has officially announced the third cohort of startups participating in its global accelerator program.

Continuous marketing is critical to expanding your client base and growing your AUM. Here are five 'marketing things' that every advisor must deploy now to grow their business in 2025.

The British rock band Oasis announced a long-awaited reunion in late September 2024, with a tour in 2025 that will include stadium shows in...