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WEALTHTECH 3.0: The Founders Arena | A Unique Perspective to Accelerating Fintech
Digital Wealth News recently interviewed Pamela Cytron, President of The Founders Arena, to learn more about their unique perspective on industry specialization and accelerating wealthtech startups.
The Week in Digital Wealth (2/20/24)
Happy President's Day!
The industry continued in its stride post-valentine, with partnerships and new product launches.
That said, State Street's ETF solution is available...
FreshFinance & ReachStack Partner to Offer Improved Advisor Communications
Fresh Finance and ReachStack recently announced a partnership to integrate a new layer of analytics, AI, and intelligence into their next generation of digital...
Advisor Tech Talk (Week of 2/13/24)
Wealth technology is continuing to evolve, and we’re here to help you decipher it.
Of course it was another busy week in...
The Week in Digital Wealth (2/12/24)
The industry has settled down (a bit), with the AI conversation taking center stage. By the way, you should check out our new AI...
AI & Finance™ | News for the Week Ending 2/16/24
Most advisors probably have yet to use generative artificial intelligence in their day-to-day work experience—in fact, in a recent survey from Totumai and 8...
AI & Finance™ | News for the Week Ending 2/9/24
A lot is happening in the AI universe – so much that it doesn’t make sense for us to single out any particular piece...
The Week in Digital Wealth (2/5/24)
This past week offered conference calls about earnings, the chilly winter, and annual objectives. These are some of the issues the industry faced alongside...
The Week in Digital Wealth (1/29/24)
The industry calmed down as the post-holiday activities resumed in earnest.
NASDAQ launched an interesting IPO data tool;
CME and DTCC revealed a cross-margin...
MARTECH MINUTES: Marketing Communications Policy Gaps – A Top Concern for Wealth Firms
One of the most perplexing and persistent is managing marketing communication policy gaps. Marketing communications policies provide an outline or blueprint that guides all elements of communication.