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MARTECH MINUTES: Marketing Compliance in the Wealth Industry |5 Best Practices

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Due to the industry's highly regulated nature, marketing efforts must adhere to strict compliance standards to ensure that all communications with the public are within legal and ethical boundaries.

AI EDUCATION: Are You Ready to Meet Your Digital Twin?

Each week we find a new topic for our readers to learn about in our AI Education column.  Part of the power of artificial intelligence technology is...

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...

The Taylor Market Report (7/23/24)

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The next few months leading up to the November election are going to be full of surprises. Economic numbers are going to be a lot less meaningful as the focus becomes "poll watching." The eagerly awaited (possible) interest rate cut by the Fed is probably already in the market.
zCindy-New

DWN Publisher Notes For 7/24/24

Friends, last week's Publisher Notes went a bit viral.  Was it my reference to skateboarding cats? In that case, how about a parrot/guitar duo? Meanwhile, as the world goes rather cra-cra around us, DWN remains your voice of sanity on digital wealth, with more important news this week...READ UP!

Let’s Talk A Little About A Lot

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Understatement. There is a helluva lot going on. No matter where you look there are dramas unfolding, political shenanigans, geopolitical events and on and on. During summer relaxing time, too.

Genstar Capital Takes on Docupace

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The back-office software provider Docupace has new financial partners. The Homel, New Jersey-based fintech firm announced a “strategic majority investment” from Genstar Capital, a...

MARTECH MINUTES: Why Advisor Marketing Starts with Investor-Focused Content

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Investor-focused content is pivotal to resonating with current clients because it helps ensure that the advisor speaks directly to them, addresses their diverse needs, and helps guide their financial decisions.

The Week in Digital Wealth (7/23/24)

The usual launches continued alongside partnerships and integrations. Interestingly, compliance efforts by the government increased (slightly). Headlines to take note of: Bloomberg continued its automation...

Decentralized Diaries for the Week of 7/23/24

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Industry regulatory enforcement actions continued to simmer down. Political influence in the crypto community is real. That said, settlements were in play. The headlines: Grayscale...