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Friends, market manipulation, gamifying Financial Education, more rumblings from Blackrock's Larry Fink on digital currencies and a CBDC looming closer - this week's newsletter has it all (plus another audience record for DWN this week)! READ UP!!

Deals sour...AI is 'dangerous,' and billionaire boys battle If you're seeking entertainment, spend a few minutes mulling over the latest headlines while...

Wealth management firms are experiencing a growing sense of urgency to modernize their back-office operations and bring them into better alignment with the front-line of their business.

While other advisors are on vacation, you can take advantage & connect with your clients through strategic & targeted outreach. When the economy is volatile, it’s important to communicate frequently with clients.

Friends, it's a summer week with a holiday on a Tuesday(??) and more people traveling at any time than in recent history, so we'll keep it short & sweet this week!  In the meantime, HAPPY BIRTHDAY, AMERICA & READ UP!

First, Happy 4th of July. Another birthday for America. Keep them coming and coming and coming. Chaos? Yup, and not just at the airports. If...

Friends, our normal writer - who is much better at this than I - is off this week enjoying the beautiful...

It's a small world, after all. VCs are pulling the pursestrings open for startup funding in desirable sectors, regardless if what regulators...

Why innovate? Can't decide HOW to regulate crypto (digital assets)? Lets just put a square peg in a round hole. Or try anyway. So...

While management might want to implement technology at the enterprise level to solve a business challenge, effective automation requires implementation that drills down to solve problems for each stakeholder.