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Advisor Tech Talk (Week of 5/27/24)
Every time we take a break from talking about the promise of future, we have a chance to discover how the...
A Fantastic Opportunity? Or, Maybe Not
First, hoping you had a very Happy Memorial Day. Time to reflect, remember and honor all those that have served, are serving and especially...
5×5: Five Ways to Spend 5 Hours or Less a Week on Compliance
Have you heard the term “culture of compliance?” The idea is to boost employee buy-in for compliance by showing how it fuels long-term success.
Beyond...
AI & Finance™ | News for the Week Ending 5/24/24
Artificial intelligence in finance is going to change the way we think about and work with money—some of those changes will come quickly, others...
AI EDUCATION: What is Snapdragon AI?
Each week we find a new topic for our readers to learn about in our AI Education column.
This week, we're delving into Snapdragon,...
DWN Publisher Notes For 5/22/24
Friends, it's time for your weekly DWN newsletter again and we hit a new record last week on "opens" (51,000+), so a huge thanks to our readers for that landmark! Now onto the news of the week in digital wealth - all right here at DWN.
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...
Decentralized Diaries for the Week of 5/20/24
Things seemed settled, with the (usual) exits and rebounds confirming (some) stability. State-level adoption improved, with rising interest, and bankruptcy resolutions moved forward.
The headlines:
...
Creative Disruption In The Clearing and Custody Landscape
A small group of large, well-known national players has long dominated the clearing and custody space. The most substantive change of note recently within...
Robert Coppola Leaves Envestnet For Sanctuary Wealth
Robert Coppola, formerly Envestnet's chief technology officer, has joined Sanctuary Wealth, the fast-growing wealth management firm led by CEO Adam Malamed, to spearhead the...