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STANDARD DEVIATIONS PODCAST: Jason Pereira – The Future of AI in Wealth Management

This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Jason Pereira, Partner and Financial Planner at Woodgate Financial. Jason is first...

MARTECH MINUTES: 7 Hot Trends Impacting Advisor Marketing

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Today's marketing landscape is increasingly complex and competitive. By implementing these seven trends into their marketing strategy, advisor marketing teams can effectively engage clients and prospects.

Advisor Tech Talk (Week of 5/20/24)

Technology’s proliferation into wealth management is often viewed from a user experience perspective—we think of technology creative a better client or...

The Week in Digital Wealth (5/20/24)

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The industry continued its cross-partnerships with end users as the focus. This time, though, the AI conversation continued, with vertical integrations occurring everywhere. Headlines to...

Top 5 VC Deals of the Week in AI (5/17/24)

This week we continue our series on the top 5 VC-funded deals in AI. This week the funding amounts dropped off quite a bit and...

AI EDUCATION: What is Google AI?

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We imagine that headline got your attention.  If you don't know who Google is by now, you've been living under a rock INSIDE of...

The Taylor Market Report (5/14/24)

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The S&P 500 added a bit more this past week. Why? I don't get it. Obviously being short ain't fun, but in my defense being long BITCOIN and short the S&P 500 (hedged) has worked well.
zCindy-New

DWN Publisher Notes For 5/15/24

Friends, we think you'll like our lead story this week - I can certainly identify with it, as it's a bit hard to know what to watch these days. Meanwhile, we have SO MUCH NEWS to report along with an interesting op-ed on digital assets....READ UP!!

STANDARD DEVIATIONS PODCAST: Dr. Randall Stutman – A Behavioral Approach to Leadership

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Randall Stutman.  Dr. Randall Stutman is a leadership scientist dedicated...

MARTECH MINUTES: Bad Economy? Increase Your Advisor Marketing

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Digital Wealth News recently met with Teresa Leno, CEO and Founder of Fresh Finance, to gain her insights into what wealth industry organizations should be doing regarding marketing in a slow economy.