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The Week in Digital Wealth (9/3/24)

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Product launches were a thing last week, with integrations providing faster access and ease of use. Regulatory actions were heavy-handed with fines, but the...

Decentralized Diaries for the Week of 9/3/24

Government interventions did little to stifle innovation and consumer interest. Interestingly, institutional participation looks set to continue for the rest of the year. The headlines: ...

Top 5 VC Deals of the Week in Fintech (9/2/24)

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Early to AI, early to rise The case uses for AI are endless, translating into actual cost savings. Recently, Amazon's President and...

AI & Finance™ | News for the Week Ending 8/30/24

Occasionally we like to take in some of the counterprogramming on artificial intelligence, so this week to lead of AI and Finance we’re going...

AI EDUCATION: What Is a Data Center?

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Each week we find a new topic for our readers to learn about in our AI Education column.  This week in AI Education, we’re going to visit...

The Taylor Market Report (8/27/24)

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Big call here. Down on the year. If you can't bring yourself to be short, be OUT. The stock market is breathing carbon monoxide. Soon to be much lower. It's gonna get really nasty next month. WHEN MARKETS GO DOWN, ADVISORS TELL YOU NOT TO PANIC. THE BEST WAY TO NOT PANIC IS TO BE OUT BEFORE MARKETS GO DOWN.
zCindy-New

DWN Publisher Notes For 8/28/24

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Friends, this week we delve into the Community Reinvestment Act and hear about the varied applications of AI in the wealthech startup ecosystem. Meanwhile, we see more VC deals in the sector, albeit at lower funding levels and have several new hires in the advisortech space to report.

WEALTHTECH 3.0: What’s in a Name? For WealthTech and AI, It’s All About Purpose

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In our recent interview, Pamela Cytron, President of The Founders Arena WealthTech Accelerator, shared her insights on the varied interpretations of AI among startups within the wealth tech industry

MARTECH MINUTES: New CRA Rules in Effect: Financial Literacy Training for Bank Customers

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Banking institutions must stay abreast of compliance requirements in an ever-evolving regulatory landscape, and a recent change is the new Community Reinvestment Act (CRA) rules regarding financial literacy.

Advisor Tech Talk (Week of 8/28/24)

Financial advisor guru and self-declared nerd Michael Kitces made a not-so-bold assertion in a recently published report: The pool of desirable clients...