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DWN Publisher Notes For 2/27/24
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)
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...
DWN Publisher Notes For 2/13/24
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)
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)
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
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
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?
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
With the growing amount of new wealthtech year over year, integration scoring can point organizations in the right direction before they buy.