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Digitally-Enabled Investment Management Platforms: 2023 Advancements and 2024 Expectations
Last year saw a convergence of elements in the wealth management space that, individually, would disrupt how investment managers and wealthtech providers operate. Together,...
Technology Creates Opportunities for Financial Advisors to Enhance Investor Experience, According to New Vivaldi...
Toronto-based CapIntel, a financial technology company that delivers productivity enhancing, web-based solutions to financial services wholesalers and investment advisors, has announced the findings of a new survey...
Publisher Notes For 9/13/23
Friends, this week we have 7 rules for life & money(!), a look at what Web3 really is and venture deals back in the hundreds of millions! An action-packed digital wealth industry newsletter - once again. READ UP!
Publisher Notes For 9/6/23
Friends, wow, where did summer go? Kids are back in school, and with that, investors are ready to jump back in the game, too. In the meantime, we had another busy week in digital wealth and wealthtech! READ UP!
Advisor Tech Talk (Week of 09/04/23)
For those of us who live in tourist locations, the summer season is thankfully over, traffic is easing and some normalcy...
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 5/24/23
Friends, this week we explore the current state of CBDCs internationally, and celebrate this year's winners of the National Back Office Heroes Day, plus more! READ UP!!
Advisor Tech Talk (Week of 5/3/23)
The advice engagement category of financial advisor technology is evolving and expanding rapidly as we progress through the first half of...
Publisher Notes For 4/25/23
Friends, check out our latest "Fintech & Philosophy" zoomcast and our latest take on the old adage "Sell in May and Go Away".....READ UP! | Cindy Taylor, Publisher
Advisor Tech Talk (Week of 4/25/23)
When the weather gets warm, fintech news often slows down--maybe all those coders are out playing softball in the beautiful spring...