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DWN Publisher Notes For 2/27/24

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Friends, it's a leap year, astrology charts are lining up just like 1776 & AI is set to revolutionize the world. Meanwhile, who's Al Isenberg (AI)?  As we navigate thru uncharted political, economic & societal changes this year, DWN provides a consistent voice of authority on all things fintech & life goes on. READ UP!

The Week in Digital Wealth (2/26/24)

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As winter continued hitting (everyone) hard, the digital wealth sector resumed in full swing, providing launches and partnerships as a mainstay. That said, Cboe...

Advisor Tech Talk (Week of 2/27/24)

Financial markets have boomed to start 2024, and the wealthtech universe is growing apace.  This week brings a mixed bag of advisor...
zCindy-New

DWN Publisher Notes For 2/13/24

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Friends, it's a week for lovers, and we LOVE the content we've lined up for you here, including a look at looming black swan events, a new crypto offering for advisors and more.  Happy Valentine's Day to you and yours!  READ UP!!

Advisor Tech Talk (Week of 2/13/24)

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Wealth technology is continuing to evolve, and we’re here to help you decipher it. Of course it was another busy week in...

The Week in Digital Wealth (1/29/24)

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The industry calmed down as the post-holiday activities resumed in earnest. NASDAQ launched an interesting IPO data tool; CME and DTCC revealed a cross-margin...

MARTECH MINUTES: Marketing Communications Policy Gaps – A Top Concern for Wealth Firms

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One of the most perplexing and persistent is managing marketing communication policy gaps. Marketing communications policies provide an outline or blueprint that guides all elements of communication.

2023-The Year in Digital Wealth, Part 2

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We wish everyone a Happy New Year!  To review Part 1 of our 2023 year in review in digital wealth. click here.  Now onto...

Will AI Tools Revolutionize Data-Driven Wealth Management Functions?

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Since the phenomenal success of ChatGPT earlier this year, Artificial Intelligence (AI) has not only been thrust into the headlines but into the imaginations...

BACK OFFICE HEROES: Technology Partner Integrations – What Organizations Should Consider

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With the growing amount of new wealthtech year over year, integration scoring can point organizations in the right direction before they buy.