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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...
MARTECH MINUTES: How to Circumvent Client Communication Breakdowns
Maintaining consistent client communication is imperative for solid relationships and attracting new business. According to Teresa Leno, CEO and Founder of Fresh Finance, clients may be unhappy with their advisors because they need more communication.
Stifel Independent Advisors Focuses on Female Leadership with Inaugural Women Owners’ Network Event
Stifel Financial Corp. announced the launch of the Women Owners’ Network (WON), an initiative designed to empower female advisors and executives. This first-time event,...
AI & Finance™ | News for the Week Ending 6/28/24
We write a lot about the positives and potential of artificial intelligence because it’s fun to envision the future and watch it unfold and...
AI REGS & RISK: AI Unleashed – Moving Markets and other Unintended Consequences
By Greg Woolf, AI RegRisk Think Tank
Picture this: It's the year 2030. A top wealth management firm rolls out an AI trading algorithm that...
DWN Publisher Notes For 6/26/24
Friends, this week our CEO explores disinformation vs. common sense in markets, future elections and more while we see three VC fundings this past week hit $100M+ again - are we back to the go-go days of fintech venture? All this and more digital wealth and AI sector news right here...READ UP!!
Attend The Founders Arena Spring WealthTech Accelerator Demo Day
Join us for an exciting evening at the Founders Arena Spring WealthTech Accelerator Demo Day! This event will showcase the six innovative WealthTech startups in the Spring 2024 Cohort.