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With wealth management and fintech conferences stacking up, there was a lot of news to sift through this week and there...

This time on AI & Finance, we’re going to return to two fairly familiar but timely topics before we press on to an extensive...

DWN's new podcast series with hosts, Al and Ivy (AI), presents the most topical subject of the week and discusses it in an easy...

It’s been 20 years since former U.S. President George W. Bush signed legislation to declare October as Cybersecurity Awareness Month. The goal was to raise awareness surrounding...

In case you've been too distracted by the perpetual noise of today’s markets, a significant global shift has been quietly picking up steam. Last...

Welcome to a big week in wealthtech where the news was bolstered by a couple of active industry conferences. Before we...

Smarsh is shaking up the digital communications compliance landscape with its latest option: the Annual Services Plan (ASP). According to a recent announcement, this...

This week in Advisor Tech Talk, we’re going to let our wealthtech headlines speak for themselves, and leave it at that.  With...

With the advancement of technology, wealth organizations have access to a wide range of marketing software to help them reach their target audience, maintain client relationships, and work toward their goals.

Friends, FINTECH IS STILL RIPE FOR INNOVATION. You heard it here first. We recently registered on the SAP Ariba vendor system and it was NOT "efficient", and that's a vast understatement. In this age of generative AI and the best and brightest minds re-writing the way finserv functions, how can a payments/vendor system this difficult and non user-friendly even still exist? But I digress. Another great newsletter awaits you here...READ UP!!