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The Week in Digital Wealth (9/24/24)
Innovation resumed its front-seat status, with partnerships giving rise to fast-paced deployments. Interestingly, there are a few "old vs. new" solutions that reflect everyday...
DWN Publisher Notes For 9/10/24
Friends, hope springs eternal (and we're all about PMA), but then, there's that reality thing, too - check out "The Time Has Come. Hope is Raging". Meanwhile Michael Partnow provides insights into why leaders must take time to ask, "How am I doing?" And make sure to listen to Dr. Daniel Crosby's latest podcast - all here...READ UP!
Advisor Tech Talk (Week of 9/10/24)
There’s a lot of wealthtech news to get to, even in a holiday-shortened Advisor Tech Talk, but first we should discuss...
The Week in Digital Wealth (9/10/24)
Integrations and partnerships helped improve customer experiences alongside new product features. Government regulation remained light touch as the focus shifted towards improved utility.
Headlines to...
Advisor Tech Talk (Week of 9/3/24)
In last week’s roundup of wealth management technology news, we discussed a prominent financial advisor’s recent reading of U.S. Census and...
The Week in Digital Wealth (9/3/24)
Product launches were a thing last week, with integrations providing faster access and ease of use. Regulatory actions were heavy-handed with fines, but the...
The Week in Digital Wealth (8/27/24)
Partnerships ruled last week, with innovation-focused collaborations taking center stage. Use cases expanded and light touch regulatory action thrived.
Headlines to take note of:
The...
The Week in Digital Wealth (8/20/24)
Last week was a mix of several things blending. Notably, integrations returned and utility continued to thrive.
Headlines to take note of:
The OCC added...
Advisor Tech Talk (Week of 8/14/24)
Summer is winding down, but the wealthtech news feels like it’s winding up.
2024 may go down as the year without a...
DWN Publisher Notes For 8/7/24
Friends, in the past week we've seen a new veep candidate and crashing markets - yup, it's 2024. Meanwhile, we take a deep dive into the increased SEC activity driving the regtech boom, succession planning tips for advisors, plus all the major sector news, vc deals and much morre....READ UP!!