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FINTECH VIEWS: Four Keys to Succession Planning for Family Businesses

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By Joseph N. Filosa, CFP® Financial Advisor, Principal, Opal Wealth Advisors Recent research from PwC indicates that nearly two-thirds of family businesses don’t have a...

STANDARD DEVIATIONS PODCAST: Clare Flynn Levy – Good Behavior, Good Returns?

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Clare Flynn Levy, CEO and Founder of Essentia Analytics. Prior to...

Top 5 VC Deals of the Week in AI (8/1/24)

This week we continue our series on the top 5 VC-funded deals in AI. Once again, another major deal in the AI sector this week...

AI EDUCATION: Why Are We Taking AI to the Edge?

Each week we find a new topic for our readers to learn about in our AI Education column.  As we try to help people learn more about...

AI REGS & RISK: The Senate is Taking a Hard Look at OpenAI

By Greg Woolf, AI RegRisk Think Tank With all the drama unfolding at OpenAI over the last year, the Senate is getting concerned that the...

The Taylor Market Report (7/30/24)

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Recession talk is floating around but do not worry. The Fed has this and is engineering a soft landing for the economy. Of course they have never done that, they actually caused the inflation problem (or shared responsibility) and yet people still believe in the Fed Fairy.

Who’s On First? Or, Who’s In Charge?

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Humor becomes reality. Some things are really humorous (hilarious) and some things are sadly humorous. Since it's summer and generally a slow time in...
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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!!

The Week in Digital Wealth (7/30/24)

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Hot summer came with a few moves from the regulators alongside earnings season for the first half of 2024. Consumers were (once) again in...

Decentralized Diaries for the Week of 7/30/24

Last week (ended) on a positive note for the industry, with regulatory approvals balancing out enforcement actions. Institutional adoption is rising, with scam risks...