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Advisor Tech Talk (Week of 11/28/23)

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It’s all about the apps.  Welcome to another week of advisor tech headlines—being the week after a federal holiday, we’re a little...

DWN Publisher Notes For 11/21/23

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Friends, it's Thanksgiving week here in the US and at DWN, we truly have so much to be thankful for, including you - our incredible readers!  We're also revisiting a VERY FUN and timely interview from 2021 with blockchain businessfowl T. Gobble of FinTurk Farms! READ UP!

REAL CLEAR CRYPTO: Why Investors Are Looking Past BTC & ETH To Solana

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With a combination of scalable blockchain technology and an intriguing ability to facilitate smart contracts, Solana has quickly become a favorite among both individual and institutional investors.

MARTECH MINUTES: The Duty of Wealth Firms to Provide Financial Education

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Financial literacy is a vital life skill, much like reading or writing. In a world dictated mainly by fiscal decisions, we must empower everyone with a fundamental understanding of how money works.

The Week in Digital Wealth (11/20/23)

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  Happy Thanksgiving week! Automation is the new buzzword that rubs off everything as the holidays approach. That said, Bloomberg is shuttering a key index next year. NASDAQ...

Decentralized Diaries for the Week of 11/20/23

It looks like the SEC is hedging its bets with crypto ETF delays. We will have to wait and see what is simmering under the...

Advisor Tech Talk (Week of 11/21/23)

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In this week’s advisor tech talk, wealth tech executives are on the move.  Competent leaders often play musical chairs with different C-Suite...

Top 5 VC Deals of the Week in Fintech (11/20/23)

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Quality (over quantity) It's been an almost absent year for M&A, but tech valuations are rising, especially for later-stage startups. Despite fewer...

WEALTHTECH INSIDER: These Personal Finance Myths Hold Investors Back

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The world is awash with personal finance advice online and in books, but much of it is not helpful to individuals and families, and some of it is harmful.

BACK OFFICE HEROES: Is It Too Late to Start a Digital Transformation?

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Most companies and financial advisors realize the benefits of updating and transitioning to digital solutions, but a total transformation can seem daunting.