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Advisor Tech Talk (Week of 10/9/24)
I know that it might seem like we say this a lot at Digital Wealth News, but this was an extraordinary...
STANDARD DEVIATIONS PODCAST: Cady North – The Art of Sabbatical
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Cady North, Founder and CEO of North Financial Advisors
Cady North...
AI & Finance™ | News for the Week Ending 10/04/24
A big week in wealth management and wealthtech news did not equate to a bigger week in financial artificial intelligence headlines, but as usual,...
Top 5 VC Deals of the Week in AI (10/04/24)
This week we continue our series on the top 5 VC-funded deals in AI.
This past week was for a third time in a row...
DWN Publisher Notes For10/2/24
Friends, with our upcoming Big Sky AI Roundtable later this month here in Bozeman, things have shifted into overdrive here at DWN world headquarters! Even so, we continue to put out THE BEST QUALITY CONTENT in digital wealth and AI for our readers and this week was no exception...READ UP!!
WEALTHTECH 3.0: Founders Arena Welcomes Third Cohort of Startups Innovating Financial Services
The Founders Arena WealthTech Accelerator, in partnership with SEI®, First Rate, Inc., Republic Capital Group, the City of Arlington, and the Arlington Economic Development Corporation, has officially announced the third cohort of startups participating in its global accelerator program.
MARTECH MINUTES: 5 Things Advisors Must Do Now To Grow AUM in 2025
Continuous marketing is critical to expanding your client base and growing your AUM. Here are five 'marketing things' that every advisor must deploy now to grow their business in 2025.
FINTECH VIEWS Q&A: TradingBlock Founder and CEO on Serving a Spectrum of Traders
Founded in 2003 by Chicago Board of Options Exchange (Cboe) alum Jere Wickert, TradingBlock began as a broker-dealer and has evolved over the years...
Decentralized Diaries for the Week of 10/2/24
Despite the twists and turns in the crypto industry, innovation remained at an all-time high for both the good and bad actors. Regulatory efforts...
Advisor Tech Talk (Week of 10/2/24)
This week in Advisor Tech Talk, wealth management continues its hot streak of activity, and of course, wealthtech follows suit.
The biggest...