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PreciseFP’s New Referral Program Wants More Advisors in the Fast Lane
Client engagement and data-gathering software PreciseFP is launching a peer referral program. Announced this week, the initiative seeks to harness the power of community-driven...
DWN Publisher Notes For 7/31/24
Friends, it's been another week of incredible change and it looks like this will be the norm thru the end of 2024. Meanwhile, so much going on in digital wealth - including a deep dive into the impact Gen Z will have on wealth in the future in our Advisor Tech Talk column, a look at best practices in finserv martech and much more...READ UP!!
AI EDUCATION: Are You Ready to Meet Your Digital Twin?
Each week we find a new topic for our readers to learn about in our AI Education column.
Part of the power of artificial intelligence technology is...
AI & Finance™ | News for the Week Ending 7/26/24
Before we get to your financial artificial intelligence headlines in this week’s edition of AI & Finance, we should discuss the biggest technology news...
DWN Publisher Notes For 7/24/24
Friends, last week's Publisher Notes went a bit viral. Was it my reference to skateboarding cats? In that case, how about a parrot/guitar duo? Meanwhile, as the world goes rather cra-cra around us, DWN remains your voice of sanity on digital wealth, with more important news this week...READ UP!
FINTECH VIEWS: Artificial Intelligence is Transforming Wealth and Asset Management
By John Sweeney, President, AlphaTrAI
“The companies that succeed … will be those that most effectively use AI. If you’re making maximum use of AI,...
FINTECH VIEWS: If You Think You’re Protected From Cyber Attacks…Think Again
According to the U.S. Internet Crime Complaint Center, cybercrime results in more than $12 billion per year in damages in America alone. The finance...
The Taylor Market Report (7/16/24)
Potential interest rates cuts, a softening labor market, geopolitical events and earnings mean nothing. A crazy guy with a gun and markets go crazy. Now I'm feeling older.
DWN Publisher Notes For 7/17/24
Friends, life is complicated these days. I'm somewhere between watching skateboarding cats on YouTube for comic relief, hoping fervently for civility and compassion in our country's highly overheated politics, and deeply caring about the content we create each week for our readers, which we have more of today...READ UP!
AI ILLUMINATIONS: The Gen Z Job Candidate – Seeking Purpose and Fueling Passions
DWN recently interviewed Michael Partnow at JIFFY.ai about Gen Z job seekers and their requirements when looking for work—a job with a purpose that fuels their creative passions.