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DWN Publisher Notes For 4/17/24

Friends, this week Bill Taylor ponders the question - is Jay Powell about to be out of a job? We also delve into the ramifications of the coming bitcoin halving event. And of course, each week we provide all the news you can use in digital wealth, decentralized finance, fintech venture capital deals and wealthtech. READ UP!

Advisor Tech Talk (Week of 4/15/24)

Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...

AI & Finance™ | News for the Week Ending 4/12/24

Artificial intelligence applications in finance are news, and small, yet expanding at a rapid rate—but the newfangled generative AI is quickly becoming ubiquitous in our...

Diversify Advisor Network Acquires $645 Million Key Advisors Wealth Management

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The Utah-based Diversify Advisor Network recently announced that Key Advisors Wealth Management, a Delaware-based fee-only firm with $645 million in assets under management, is...

Advisor Tech Talk (Week of 4/8/24)

It’s past time to put one of the ongoing advisor technology debates to bed.  For nearly 15 years, advisors and the workers...

The Week in Digital Wealth (4/8/24)

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Are end-to-end solutions the future of finance? That may (seem to be) the case, with collaborations and integrations hinting at improved consumer access. That said, regulators...

AI REGS & RISK: Riding the AI Wave – Out of the Lab And...

By Greg Woolf, AI RegRisk Think Tank Remember when your iPhone was just for calls and texts? Fast forward to today, and it's your pocket-sized...

Advisor Tech Talk (Week of 4/1/24)

Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.  See, it being “spring break” week...

Navigating Direct Indexing: Unlocking the True Value of Separately Managed Accounts (SMAs)

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The concept of direct indexing has emerged as a promising avenue for portfolio solutions providers. However, debates surrounding the use of Separately Managed Accounts...

The Week in Digital Wealth (3/25/24)

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This past week the partnerships and collaborations continued focusing on users as technology foundations continued improving in the digital wealth sector.  Market glitches occurred...