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Publisher Notes For 3/1/22

How can it be that it's March already? This past week has been a wild one with major market gyrations as the Russia/Ukraine scenario unfolds. Meanwhile, fintech never sleeps and there's much more news to report in the sector beyond that crisis. You'll find it all here. Read Up! | Cindy Taylor, Publisher

What Would Aaron Rodgers Do?

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Seriously. You are the current quarterback of the Green Bay Packers in theNational Football League, a four-time MVP (most valuable...

Enhancing User Experience With Process Automation

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Implementing and managing an intelligent automation platform, which includes Machine Learning and Robotic Process Automation (RPA) powered by Artificial Intelligence (AI), can be a complex endeavor, depending on where an organization is in their automation journey.

The Week in Digital Wealth (3/1/22)

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Russia & Ukraine market impact updates, and Ukraine asks exchanges to bar and sabotage Russian user accounts on the heels of officially legalizing the trade of crypto in the country this week.

WEALTHTECH INSIDER: Putting Geopolitical Crises in Perspective

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While the recent Russia invasion of Ukraine is unsettling, historically, these major geopolitical events have not significantly moved capital markets unless a recession develops globally or in the U.S.

The Taylor Report (2/22/22)

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CANADA'S SEIZING OF PROTESTORS BANK, BITCOIN AND EVEN CROWDFUNDING ACCOUNTS IS JUST PLAIN SCARY. SAME THING HERE IN U.S COMING? DOUBLE SCARY.

Publisher Notes For 2/22/22

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This week we celebrate our 50th DWealth Muse podcast with Dara Albright and guest Jahon Jamali of Sarson Funds, we take a look at the rise of the "Instividual" in our new markets history series and delve into current geopolitical influences on fintech.  Another week of fascinating posts!  Read up! | Cindy Taylor, Publisher

INTELLIGENCE FOR GROWTH: How AI Makes Content Marketing Faster, Easier and More Focused

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As the pandemic sent more people to remote work and prevented seminars and face-to-face meetings, reaching clients and prospects with relevant content became a powerful tool for business development.

DWN Round Table: Effective Post-M&A Technology Integration for RIA Firms

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Sky high valuations for RIAs fuel a seemingly unstoppable flow of consolidation within this segment of the wealth management industry. Supported by private equity capital and creative partnership models, there seems to be no end in sight to the massive shift in this space to build larger, more valuable RIAs.

Advisor Tech Talk: 2/22/22

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As advisors awaken to the quickly evolving wealthtech universe, they’re taking a long, hard look at their own firms and industry—and they don’t always like what they see.