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Advisor Tech Talk (Week of 8/14/24)

Summer is winding down, but the wealthtech news feels like it’s winding up.  2024 may go down as the year without a...

The Week in Digital Wealth (8/14/24)

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Niche sectors ruled last week with evidence of improved and seamless innovation occurring. Fintech firms lowered the barriers to market entry, especially for several...

Decentralized Diaries for the Week of 8/14/24

Last week was (seemingly) all about Bitcoin. That said, the industry hit several (significant) milestones, with regulators following each move in tow. The headlines: There...

Top 5 VC Deals of the Week in Fintech (8/14/24)

Round and round it goes, when it'll stop, nobody knows... Series funding continues for mid to late-stage startups with proven records. Meanwhile,...

MARTECH MINUTES: 5 Challenges Wealth Industry Marketers Face and How to Solve Them

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Today, marketing teams face enormous pressure and challenges to stay ahead of the curve, consistently delivering creative and effective campaigns that stand out in an increasingly crowded marketplace.

Top 5 VC Deals of the Week in AI (8/9/24)

This week we continue our series on the top 5 VC-funded deals in AI. This past week we saw some major funding in the AI...

AI EDUCATION: Can AI Really Dissolve Dyslexia?

Each week we find a new topic for our readers to learn about in our AI Education column.  Artificial intelligence is a great problem solver. In recent...

AI & Finance™ | News for the Week Ending 8/9/24

In a recent AI & Finance column, we discussed how artificial intelligence is transforming another professional realm, dentistry and orthodontics, and how those transformations...

The Taylor Market Report (8/6/24)

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Reality is hard to take. Mountains of debt, high cost of living, extreme bullishness. Not a good combination. S&P 500 down on the year. And QUESTION. Over 10 million migrants have come to the US. What happens in a steep recession when they have no jobs? Check with Britain.
zCindy-New

DWN Publisher Notes For 8/7/24

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!!