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Publisher Notes For 8/8/23

Friends, summer break continues, even as the digital wealth and wealthtech sectors continue to march on, with more VC deals, etc. Meanwhile, is it the markets - or market participants - that have changed? READ UP!!

WEALTHTECH INSIDER: How to Know It’s Time to Find a New Tech Provider

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It’s common for advisors to have a love-hate relationship with their technology—most advisors got into the business out of a love of working with people or investment portfolios, not out of a love of using software.

Publisher Notes For 8/1/23

Friends, If you're like the majority of America, it has been HOT HOT HOT! Now as things cool down a touch, time to focus back on markets and news in the digital wealth sector, and we've got it for you right here. READ UP!!

Publisher Notes For 7/25/23

Friends, check out my interview this week with Wyoming's Gov. Mark Gordon on all things blockchain, plus an in-depth look at the state's innovative stablecoin initiative, the first of its kind in the nation.  We also have great thought leadership on crypto self custody, data mapping, lead generation and more. READ UP!!

MARTECH MINUTES: How Advisors Can Become Thought Leaders

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Content marketing has tremendously evolved in financial services over the past few years. Advisors must consider content marketing as part of a successful marketing plan.

Untangling Meta Threads for Financial Services

By Robert Cruz | VP, Regulatory and Information Governance at Smarsh By now, you’ve undoubtedly read about the wildly successful launch of Meta’s new alternative to Twitter,...

Publisher Notes For 7/18/23

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!!

Publisher Notes For 7/11/23

Friends, last week (a holiday week) we hit our highest audience numbers in our history! Thank you to our incredible readers and let's keep growing this powerful knowledge base at Digital Wealth News! READ UP!!

AI ILLUMINATIONS: The Tortoise and The Hare – Lessons Learned

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A slow and steady approach may be the best way for advisors to keep up with fast-changing technology because the first mover in fintech is not necessarily the best solution.

Advisor Tech Talk (Week of 7/10/23)

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A truncated holiday week still leaves us with plenty of news to cover in Advisor Tech Talk.  For example, two big TAMPs,...