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zCindy-New

DWN Publisher Notes For 5/29/24

Friends, we hope you had a beatuiful Memorial Day! We are so grateful to live in America & thankful to all who have served in the military.  Meanwhile, we found a "unique opportunity" for you even while VC fundings & sector news continued over the holiday week...READ UP!

The Week in Digital Wealth (5/27/24)

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Last week, there was a marked shift towards innovation, with ideas taking over the space. That said, there were higher cases of regulation which...
zCindy-New

DWN Publisher Notes For 3/27/24

Friends, my AI-generated March Madness bracket is FLAILING! My husband is ranking well ahead of me in our charity pool and GLOATING over it! Meanwhile, check out our post with the Easter Bunny, who has some "eggs of thought" for you this week!  We wish all who observe the Easter holiday a beautiful celebration.

The Week in Digital Wealth (3/25/24)

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This past week the partnerships and collaborations continued focusing on users as technology foundations continued improving in the digital wealth sector.  Market glitches occurred...

Advisor Tech Talk (Week of 1/29/24)

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This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...

AI & Finance™: News for the Week Ending 2/2/24

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In this week’s 'AI & Finance' column, we have a lot of artificial intelligence-related news from the regtech, proptech, insuretech, martech and lendtech sectors...

INTELLIGENCE FOR GROWTH: For AI-Driven Marketing Automation, Integrations Are Key

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Any well-built technology is only as good as the information that an advisory firm feeds it. For an AI-driven marketing automation platform, that fuel is fed via integrations, said AJ Boury, Clout by TIFIN’s CMO.

The Taylor Market Report (11/14/23)

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If I were long equities. I sure would have FOBI (fear of being in). What could possibly go wrong, right? I'm sure we will find out. Have markets become politicized?

The Week in Digital Wealth (11/6/23)

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Happy new month (in arrears). Cloud-based products are in fashion, coupled with AI-focused additions and solutions. TS Imagine extended its compliance solutions with a few additions. EquiLend...

INTELLIGENCE FOR GROWTH: How Advisors Can Use Video To Meet Prospective Clients Where They...

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Good wealth management marketing meets clients where they are. That increasingly means that video is the way to go, according to Clout by TIFIN, an AI-powered advisor content marketing platform.