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The Week in Digital Wealth (7/9/24)
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...
MARTECH MINUTES: Advisor Recruiting: ‘Free’ Enterprise Marketing Services and Tools
The wealth industry has evolved, and free advisor marketing services and tools empower advisors with invaluable resources to attract more clients and retain existing ones.
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,...
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?
AI & Finance™ | News for the Week Ending 7/5/24
Happy Independence Day and welcome to another busy edition of AI & Finance.
Today, before we get to our headlines, we’d like to introduce a...
DWN Publisher Notes For 7/3/24
Friends, this week brings us the 4th of July and despite the truly bewildering politcal climate we're living in, I'm deeply grateful to be a citizen of this amazing country. Wishing you and yours a wonderful 4th.....now onto all the most important news in digital wealth for this short week...
The Week in Digital Wealth (7/2/24)
Innovation continued to flourish with improved (general) relations with regulators. New products are the order of the day.
Headlines to take note of:
Hidden Road...
Decentralized Diaries for the Week of 7/2/24
Crypto adoption is growing, with critics and supporters cheering from the sidelines. That said, legislation within the states will play a pivotal role in...
Advisor Tech Talk (Week of 7/2/24)
Artificial intelligence is everywhere, but not everywhere in wealth management—yet.
In fact, as we frequently note in our weekly AI & Finance...