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It’s probably not happening in 2024, and thus, advisors should breathe a sigh of relief.  As consumers continue to explore fintech and...

Friends, we had an amazing trip to TX (except for the Nvidia stock split, but that's a diff story), and now we're back at it!  Meanwhile the TX Stock Exchange was announced and it seems like fintech & AI keep rolling, despite ongoing geopolitical uncertainty...READ UP!

Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...

Last week, there was a marked shift towards innovation, with ideas taking over the space. That said, there were higher cases of regulation which...

Friends, we're traveling this week to the Dallas area, but the newsletter & website are still chock full of great news & industry info plus insight into the dark side of AI & a look at the latest cohort from wealthtech accelerator The Founders Arena...READ UP!!

The 100,000th Certified Financial Planner has been named, and she’s a 31-year-old millennial woman from Bedminster, N.J. named Simone Lee—a second-generation...

Today’s financial advisors need to cut through the clutter and set themselves apart from the competition. To do so, they must go beyond occasional...

Every time we take a break from talking about the promise of future, we have a chance to discover how the...

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.

With artificial intelligence in finance, technology is no longer a path out of the pitfalls of money behaviors.  Over the past half century, the financial...