security tokens - search results

Friends, you must check out Chris Robbins' opener in this week's Advisor Tech Talk about the state of continuing education in the industry and the endless industry events (are they really worth it?)  Meanwhile, in Defi Diaries, we explore Blackrock's continued foray in to BTC and that's just the tip of the iceberg in this week's industry news coverage...READ UP!

Friends, it seems that every week brings us more bizarre and disturbing news, but even so, we remain optimistic for a bright future ahead for America. Meanwhile, we have SO MUCH news to report including a massive $1B AI funding, a new geo-politicl intelligence firm for the wealth sector (sounds very James Bond) and a look at the current state of common sense in markets...READ UP!

Friends, hope springs eternal (and we're all about PMA), but then, there's that reality thing, too - check out "The Time Has Come. Hope is Raging".  Meanwhile Michael Partnow  provides insights into why leaders must take time to ask, "How am I doing?" And make sure to listen to Dr. Daniel Crosby's latest podcast - all here...READ UP!

Friends, this week we look at all the market events lining up in September & delve into how AI is shaping financial content.  Meanwhile, in addition to reading the weekly sector news in each of our columns, you really should read the openers to our columns Advisor Tech Talk & Top 5 VC this week, they're PHENOM...READ UP!!

Friends, this week we delve into the Community Reinvestment Act and hear about the varied applications of AI in the wealthech startup ecosystem. Meanwhile, we see more VC deals in the sector, albeit at lower funding levels and have several new hires in the advisortech space to report.

Friends, in addition to our always stellar industry news coverage, this week we have thought leadership on "authentic intelligence", advisor review sites, techonology's role in retirement income and a look at what's required when advisors move firms...READ UP!!

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!

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!!

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!!

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!