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MARTECH MINUTES: 2024-Time for New Advisor Marketing Tech

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Despite the New Year, Marketing teams are still being stretched, often asked to do more with less human capital, fewer resources, and limited budgets for marketing technology.

FusionIQ and Kinecta Federal Credit Union Create Integrated Platform to Meet Investment Needs of...

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FusionIQ, a cloud-based wealth management solutions provider for financial institutions headquartered outside of Boston, has formed a strategic alliance with Kinecta Federal Credit Union to offer...

Top 10 VC Deals of 2023 in Fintech

Gun Powder, Dry Powder...BOOM! As we look back to 2023, optimism was high (along with funding deals) in Q1 and Q4. Perhaps it...
zCindy-New

DWN Publisher Notes For 12/19/23

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Friends, this week we delve into Santa Claus (with an exclusive interview!) and AI - talk about topical!  And while we're at it, we wish all our friends and readers a beautiful holiday season.  We have so much to be thankful for.  READ UP!

STANDARD DEVIATIONS PODCAST: Daniel Staker – Behavioral Marketing Lessons for Financial Services

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Daniel Staker. Daniel Staker is a real-life attorney who ended up...

The Week in Digital Wealth (12/19/23)

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There may not be any gifts on Christmas trees in the industry, but there were a lot of solutions and partnerships to wrap up...

REAL CLEAR CRYPTO: Michael Saylor on Why a Bitcoin ETF Matters

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Michael Saylor believe that the impending spot Bitcoin ETF is a monumental offering poised to inject trillions of dollars into the BTC space & believes it to be a game-changing industry catalyst.

INTELLIGENCE FOR GROWTH: Why Doing Nothing Is a Marketing Decision Your Firm Can No...

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Advisors need to have persuasive and informative digital presences that serve users at different stages in their consideration journeys. You cannot risk a poor first impression, as it may be your only impression.

DWN Publisher Notes For 11/21/23

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Friends, it's Thanksgiving week here in the US and at DWN, we truly have so much to be thankful for, including you - our incredible readers!  We're also revisiting a VERY FUN and timely interview from 2021 with blockchain businessfowl T. Gobble of FinTurk Farms! READ UP!

DWN Publisher Notes For 11/14/23

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Friends, you no doubt know what FOMO stands for in financial markets, but do you know what FOBI stands for?  Check out this week's feature story and you will! READ UP!!