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Advisor Tech Talk (Week of 8/21/24)
Digital natives expect to be served with technology and usually like technology to be part of every touch-point they have with...
Decentralized Diaries for the Week of 8/20/24
Innovation continued to thrive in the industry, with bad actors taking their moves to new lows. Regulatory actions remained tight, with rising institutional interest.
The...
FINTECH VIEWS: Technology’s Role in Yielding Retirement Income That Lasts
The demographics are telling: More Americans are turning 65 in 2024 than ever before. The precipitous decline in defined benefit programs, recent economic uncertainty...
AI & Finance™ | News for the Week Ending 8/2/24
As we’ve said many times before in AI & Finance, it seems like artificial intelligence is everywhere today, even in financial technology, but the...
Advisor Tech Talk (Week of 7/23/24)
There was quite a bit of financial advisor-related wealth tech news this week, but to start out this edition of Advisor...
A Lesson Not Learned? The Fed Punts.
Not trustworthy. That's the Fed.
After trying to convince the public not long ago that the inflation they were experiencing was "transitory" (giggle), the...
DWN Publisher Notes For 7/17/24
Friends, life is complicated these days. I'm somewhere between watching skateboarding cats on YouTube for comic relief, hoping fervently for civility and compassion in our country's highly overheated politics, and deeply caring about the content we create each week for our readers, which we have more of today...READ UP!
The Week in Digital Wealth (7/16/24)
Collaborations continued to play a key factor in the industry, with new use cases taking center stage. Regulators played their role, this time from...
Advisor Tech Talk (Week of 7/16/24)
What a huge news week. Even in the realm of wealth technology, there was a lot going on.
Of course, the biggest...
AI & Finance™ | News for the Week Ending 7/12/24
There’s still plenty of financial artificial intelligence news to report, but we’re going to start this week’s AI & Finance with a confession of...