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DWN Publisher Notes For 2/5/25

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Friends, this week Bill Taylor discusses the ongoing confusion in financial markets while the advisortech sector continues on a roll and the fallout of DeepSeek continues.  We also want to send our condolences to the friends and family of Patrick Mahoney, CEO of FPA, who we lost late last week after a long battle with cancer..READ UP!

The Week in Digital Wealth (2/4/25)

The new month heralded a transition to normal, as the business cycle improved across America and critical players returned to the Fintech game. Consumer-centric...

The Week in Digital Wealth (1/28/25)

Innovation continued to rule the sector, with light touch regulation resuming pace as integrations and deployments dictated the pace of events. Headlines to take note...
zCindy-New

DWN Publisher Notes For 1/15/25

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Friends, the past week has changed our nation forever and I don't think we'll ever be the same again, nor should we.  And yet, in the midst of the chaos and devastation in our beloved Los Angeles, the digital wealth industry had another huge and impactful week, and it's all detailed below...READ UP!

The Week in Digital Wealth (1/14/25)

Things continue moving, with the sector pushing 2025 into full gear. Collaborations continued, with regulatory organizations ensuring compliance. Headlines to take note of: ...
zCindy-New

DWN Publisher Notes For 12/24/24

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Friends - WOW - what great content our team has come up with for you both holiday weeks, with retrospectives of the year behind us and a look at what 2025 will bring.  READ UP & HAPPY HOLIDAYS!!

2024-The Year in Digital Wealth, Part 1

The Year in Digital Wealth (Part 1) As we round off the year, we wish everyone a Merry Christmas. This week and next, we shall...

The Week in Digital Wealth (11/26/24)

Things moved into full gear as the industry prepared for the end of 2024. Innovation was still critical, but partnerships took center stage.   Headlines to...
zCindy-New

DWN Publisher Notes For 11/19/24

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Friends, how is it possible that NEXT WEEK is Thanksgiving already?  As we move toward the holidays, it's interesting to note that industry news REALLY ramped back up after the election.  To that end, check it all out below...READ UP!

The Week in Digital Wealth (11/19/24)

Things settled down to a steady hum, with integrations dominating the Fintech conversation. Utility returned as innovators continued to find new ways to handle...