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DWN Publisher Notes For 3/20/24
Friends, this week we explore why $22 burritos matter and continue to see massive trends toward AI utilization + more. Meanwhile, in the spirit of the season, click through to see a graph of the March Madness bracket that AI ChatGPT picked, published in Sportsbook Review! UConn all the way, baby!
Advisor Tech Talk (Week of 3/18/24)
Yes, AI might be responsible for the hottest news in the advisor tech universe, but blockchain, cloud and conventional roboadvisors still...
Advisor Tech Talk (Week of 3/11/24)
As fintech continues to proliferate and transforms the wealth management landscape, advisors are engaged in not one, but multiple arms races.
The...
DWN Publisher Notes For 3/6/24
Friends, Spring is almost here & it's BOTH "In like a lion" (blizzards in California) & "In like a lamb" (75° in the Midwest). The schizoid weather mirrors the schizoid markets & political climate we're all living through these days, but DWN remains a voice of clarity for all things fintech. READ UP!
Advisor Tech Talk (Week of 3/04/24)
News from big fintechs bolsters another busy lineup of advisor technology headlines for this week, with announcements from the likes of...
DWN Publisher Notes For 1/30/24
Friends, this is the week we launch our new "AI & Finance™" newsletter - an idea several months in the making that got clarified at a pool in BelAir - that's how creative minds work! Meanwhile, make sure to read "The Election, Football & Markets" - it will help you make sense of this wild & crazy world we're living in at present!
Advisor Tech Talk (Week of 1/29/24)
This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...
DWN Publisher Notes For 1/8/23
Friends, some MAJOR news in our Advisor Tech Talk (re: Bill Crager of Envestnet) & Defi Diaries (re: SBF) this week -plus- we couldn't resist posting just ONE MORE 2024 predictions story for you! Another action-packed newsletter, including our new DWN AI Index, for the 2nd week in 2024! READ UP!!
Advisor Tech Talk (Week of 1/8/24)
Move over 2023, 2024 is starting out with a bang—when it comes to advisor tech news, that is.
Yes, we just wrapped...
AI ILLUMINATIONS: Are you Seeking a Vendor or a Partner?
For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.