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Top 5 VC Deals of the Week in Fintech (7/15/24)

B.C., A.D., AI? In historical dating, keeping track of significant events on the evolutionary timeline has for centuries fallen into two categories:...

Top 5 VC Deals of the Week in AI (7/12/24)

This week we continue our series on the top 5 VC-funded deals in AI. We took the week off last week for the July 4...

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...
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DWN Publisher Notes For 7/10/24

Friends, we hope you got some vacay time in last week. We're currently hunkered down for a heat dome here in Montana. Meanwhile, we're reminded that with all the ongoing chaos in markets and politics, your mantra should be "Don't Worry, Be Happy"...READ UP!!

The Week in Digital Wealth (7/9/24)

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Multiparty collaborations are (finally) seeing the light, with a focus on niche utility. That said, the industry is (seemingly) shifting back to its startup...

Decentralized Diaries for the Week of 7/9/24

Legislative efforts swung back and forth, with the industry having some losses. Expectations of a win on Capitol Hill are in the air. The...

Advisor Tech Talk (Week of 7/9/24)

Another summer holiday week is in the books, but there’s still plenty to discuss in advisor technology—including two potentially industry-changing announcements.  One,...

Top 5 VC Deals of the Week in Fintech (7/8/24)

A Different Game 2024 is shaping up to be a positive for startups, according to data provided by CB Insights on deals...

FINTECH VIEWS: Why Financial Advisors Have to Be Estate Planning Heroes

With myriad benefits to advisors – including building stronger client relationships, connecting with the next generation, and the possibility of bringing held-away assets under their purview – why do so many advisors avoid estate planning conversations with clients?

STANDARD DEVIATIONS PODCAST: Andy Baxley – The Power of Financial Purpose

This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Andy Baxley, Senior Financial Planner at The Planning Center. Andy works with...