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Advisor Tech Talk (Week of 5/6/24)

There’s nothing like a good surprise to keep us humble and ready to learn, and there’s a nice surprise embedded in...

The Week in Digital Wealth (5/6/24)

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Things continued (as usual) with the industry taking on AI expansions and integrations. That said, other integrations were (also) in play, while compliance remained...

Decentralized Diaries for the Week of 5/6/24

This period marks a significant shift in the cryptocurrency industry, with the departure of influential figures who once seemed invincible. The landscape is evolving,...

Top 5 VC Deals of the Week in Fintech (5/6/24)

How much VC capital is enough? When searching Google for "how much VC capital a startup needs to launch,"  Google displays "how...

Using Tech to Connect to Your Clients’ Kids and Grandkids

By Tanya Van Court is CEO & Founder of Goalsetter Fueled by a passion for technology, I charted my early career in Silicon Valley when...

Top 10 VC Deals of the Week in AI (5/3/24)

This week we continue our series on the top VC-funded deals in AI. We promised early on with the launch of AI & Finance™  that...
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DWN Publisher Notes For 5/1/24

Friends, we have some fascinating content this week - including a look at the difference between financial wellness and financial independence, how women are evolving the wealthtech industry (and the challenges they still face) and two very different but compelling looks at the marketing landscape in the finserv currently. READ UP!

WEALTHTECH 3.0: Women in WealthTech | Changing the Narrative

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In a recent interview with Pamela Cytron, President of The Founders Arena, we discussed women in wealthtech, unconscious bias, female founder mentorship opportunities, and securing funding.

Advisor Tech Talk (Week of 4/29/24)

Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...

The Week in Digital Wealth (4/29/24)

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Regulatory light touches have had a positive effect on the industry. The SEC may (soon) be moving closer toward tighter standards. That said, product...