Home Search

Envestnet - search results

If you're not happy with the results, please do another search
zCindy-New

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...
zCindy-New

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...
zCindy-New

DWN Publisher Notes For 1/30/24

0
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)

0
This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...
zCindy-New

DWN Publisher Notes For 1/8/23

0
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)

0
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?

0
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.