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Advisor Tech Talk (Week of 10/16/24)
This week in Advisor Tech Talk, we’re going to let our wealthtech headlines speak for themselves, and leave it at that.
With...
Advisor Tech Talk (Week of 10/9/24)
I know that it might seem like we say this a lot at Digital Wealth News, but this was an extraordinary...
Advisor Tech Talk (Week of 9/17/24)
While we still have a few days in astronomical summer to sort through, for all intents and purposes, summer is over...
DWN Publisher Notes For 8/14/24
Friends, this week Bill Taylor takes an interesting takeon the bitcoin trade. Meanwhile, during what would normally be a slower summer schedule, wealthtech news is actually ramping up. We also are seeing more blockchain deals in the VC sector again and the news keeps flowing in defi and digital wealth. READ UP!
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!!
Advisor Tech Talk (Week of 8/6/24)
We don’t talk a lot about the price swings in investments and markets in our discussions of advisor technology and wealthtech—perhaps...
DWN Publisher Notes For 7/31/24
Friends, it's been another week of incredible change and it looks like this will be the norm thru the end of 2024. Meanwhile, so much going on in digital wealth - including a deep dive into the impact Gen Z will have on wealth in the future in our Advisor Tech Talk column, a look at best practices in finserv martech and much more...READ UP!!
Advisor Tech Talk (Week of 7/30/24)
Move over millennials, Gen Z is taking over—and in this edition of Advisor Tech Talk, we’ll take a moment to consider...
DWN Publisher Notes For 7/24/24
Friends, last week's Publisher Notes went a bit viral. Was it my reference to skateboarding cats? In that case, how about a parrot/guitar duo? Meanwhile, as the world goes rather cra-cra around us, DWN remains your voice of sanity on digital wealth, with more important news this week...READ UP!