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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!!
MARTECH MINUTES: Marketing Compliance in the Wealth Industry |5 Best Practices
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.
FINTECH VIEWS: If You Think You’re Protected From Cyber Attacks…Think Again
According to the U.S. Internet Crime Complaint Center, cybercrime results in more than $12 billion per year in damages in America alone. The finance...
MARTECH MINUTES: Advisor Recruiting: ‘Free’ Enterprise Marketing Services and Tools
The wealth industry has evolved, and free advisor marketing services and tools empower advisors with invaluable resources to attract more clients and retain existing ones.
AI & Finance™ | News for the Week Ending 6/7/24
Months after launching AI and Finance, the world is still in the extremely early stages of integrating artificial intelligence technology with the financial services...
DWN Publisher Notes For 4/10/24
There's so much industry news in the latest edition. Our Top 5 VC Deals column this week shows top funded deals trending down again under the "magical" $100M threshold. Lots of interesting tidbits, too, in The Week in Digital Wealth. READ UP!
The Week in Digital Wealth (4/8/24)
Are end-to-end solutions the future of finance?
That may (seem to be) the case, with collaborations and integrations hinting at improved consumer access.
That said, regulators...
Advisor Tech Talk (Week of 4/1/24)
Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.
See, it being “spring break” week...
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...
AI & Finance™ | News for the Week Ending 3/8/24
Once again, we have a rather large and long list of financial artificial intelligence-related headlines and announcements this week. And once again, it’s only...