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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.

Top 5 VC Deals of the Week in AI (8/23/24)

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This week we continue our series on the top 5 VC-funded deals in AI. This past week we did not see a single deal pass...
zCindy-New

DWN Publisher Notes For 8/21/24

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Friends, in addition to our always stellar industry news coverage, this week we have thought leadership on "authentic intelligence", advisor review sites, techonology's role in retirement income and a look at what's required when advisors move firms...READ UP!!

Top 5 VC Deals of the Week in Fintech (8/19/24)

A battle to the end.... As the summer heat continues, deals reveal competitors are battling to fund startups or embed themselves in...
zCindy-New

DWN Publisher Notes For 8/14/24

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Friends, this week Bill Taylor takes an interesting takeon the bitcoin trade. Meanwhile, during what would normally be a slower summer schedule, wealthtech news is actually ramping up. We also are seeing more blockchain deals in the VC sector again and the news keeps flowing in defi and digital wealth. READ UP!

Advisor Tech Talk (Week of 8/14/24)

Summer is winding down, but the wealthtech news feels like it’s winding up.  2024 may go down as the year without a...

Top 5 VC Deals of the Week in Fintech (8/14/24)

Round and round it goes, when it'll stop, nobody knows... Series funding continues for mid to late-stage startups with proven records. Meanwhile,...
zCindy-New

DWN Publisher Notes For 8/7/24

Friends, in the past week we've seen a new veep candidate and crashing markets - yup, it's 2024.  Meanwhile, we take a deep dive into the increased SEC activity driving the regtech boom, succession planning tips for advisors, plus all the major sector news, vc deals and much morre....READ UP!!
zCindy-New

DWN Publisher Notes For 7/31/24

Friends, it's been another week of incredible change and it looks like this will be the norm thru the end of 2024.  Meanwhile, so much going on in digital wealth - including a deep dive into the impact Gen Z will have on wealth in the future in our Advisor Tech Talk column, a look at best practices in finserv martech and much more...READ UP!!

AI & Finance™ | News for the Week Ending 7/26/24

Before we get to your financial artificial intelligence headlines in this week’s edition of AI & Finance, we should discuss the biggest technology news...