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STANDARD DEVIATIONS PODCAST: Not Being Dumb Beats Being Brilliant

This week on Standard Deviations, Dr. Daniel Crosby offers a sneak preview of an essay from his upcoming book, The Soul of Wealth. Educated...

Householder Group Surpasses $1 Billion in New Client Assets with Latest Acquisitions

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Householder Group Estate and Retirement Specialists, an independent financial planning firm, has achieved a significant milestone in its growth trajectory by surpassing $1 billion...

AI & Finance™ | News for the Week Ending 3/8/24

Once again, we have a rather large and long list of financial artificial intelligence-related headlines and announcements this week. And once again, it’s only...

AI EDUCATION: What is Generative AI?

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In our ongoing series "AI EDUCATION", we delve into various topics around artificial intelligence to help our readers better understand the sector, because it's...
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DWN Publisher Notes For 3/6/24

Friends, Spring is almost here & it's BOTH "In like a lion" (blizzards in California) & "In like a lamb" (75° in the Midwest).  The schizoid weather mirrors the schizoid markets & political climate we're all living through these days, but DWN remains a voice of clarity for all things fintech. READ UP!

Advisor Tech Talk (Week of 3/04/24)

News from big fintechs bolsters another busy lineup of advisor technology headlines for this week, with announcements from the likes of...

STRATIFI ANNOUNCES STRATEGIC PARTNERSHIP WITH iQUANT

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StratiFi, a risk analysis and compliance technology platform, has announced a strategic partnership with iQUANT. The collaboration aims to provide added value to mutual customers...

WEALTHTECH 3.0: R is for Revenue | Essentials for a WealthTech Startup

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Our conversation with Pamela Cytron, President of The Founders Arena, sheds light on why early revenue, rather than sole reliance on venture capital, is crucial for startups in the wealthtech sector

Decentralized Diaries for the Week of 3/4/24

Maybe the crypto sector has matured. Maybe. The industry this week saw a rise in new sidechains, plus the legal drama continued, with new legislation...

The Week in Digital Wealth (3/4/24)

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Happy New Month! Product updates aren't new, but they surely made a difference this past week. Credit unions were also on the go and instant...