Sowell Management Adds Significant AI Resources After Naming Altruist an Enterprise Custodial Partner
Firm to leverage Altruist’s Hazel platform to help advisors grow their practices, deepen client relationships and seek better outcomes
By DWN Staff
Sowell Management, the $6...
Wealth Management’s Data Problem Isn’t About Volume. It’s About Architecture.
By Chris Barisic, CTO, Sycamore Company
In wealth management, data has never been more abundant or misunderstood. Firms talk confidently about being “data-driven,” yet many...
In Memoriam
CINDY LOU TAYLOR
FOUNDER/PUBLISHER DIGITAL WEALTH NEWS
Cindy Lou Taylor, 64, of Bozeman, Montana, passed away on February 12th. Cindy was born in...
Sanctuary Wealth Attracts $225 Million CopperSky Wealth with Tech and Alts Offerings
Justin R. Koch, an Oklahoma-based advisor formerly with Edward Jones, has opted for independence for his $225 million practice and has joined Sanctuary Wealth....
FINTECH VIEWS: Elevate Your Wealth Practice with PhilTech
By Joe Mrak, CEO, Foundation Source
High-net-worth investors are increasingly interested in charitable giving, but many wealth management firms and practitioners are not dedicating a...
What? Me Worry? Why?
Surrender. Its the only way to stay sane (if that's possible).
Why get all wrapped up in the news, which shifts hourly, and try...
Is Texas to Blame for Slow Financial Markets?
It's a theory. A real stretch of a theory, too. But maybe not. All these years investors/traders have blamed summer for subdued and lackluster...
Update June 4th | Will Fed Chairman J. Powell Be Fired?
This is a re-post from a few months ago. Traveling this week. Many articles are surfacing concerning Fed Chair J Powell and his dilemma...
A Fantastic Opportunity? Or, Maybe Not
First, hoping you had a very Happy Memorial Day. Time to reflect, remember and honor all those that have served, are serving and especially...
What IF………….IF Happens?
We all do it. Probably every day too.
You think of something, see something or dream of something and what if......it actually happened? OMG!...