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The Week in Digital Wealth (10/31/23)
"Money 20/20 Las Vegas" began and ended with a bang.
Lots of "out-of-the-box" solutions were everywhere.
That said, Liquidnet gave the markets a new gift per...
Advisor Tech Talk (Week of 10/31/23)
The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...
Top 5 VC Deals of the Week in Fintech (10/31/23)
A, B, C, it's easy as 1-2-3 ...
Innovation has been fast and furious for the Fintech sector, with lots and lots...
INTELLIGENCE FOR GROWTH: Help Clients Create a Plan for Giving, Before Holiday Bells Start...
Advisors risk a missed opportunity for quality engagement if they wait until the end-of-the-year prep with clients to develop giving or philanthropic plans.
Fintech Corner: How Wealth Managers Can Stem the Flood of Data
Financial firms potentially have tens of trillions of pieces of data available to them today, much of it portfolio and demographic data about their clients—but there’s also user behavior data.
The Taylor Market Report (10/24/23)
Just in case you may not have noticed........a new bear market in stocks is now underway. Very stealthy at first. Realize that before all your neighbors do.
DWN Publisher Notes For 10/24/23
Friends, is AI REALLY that smart? We also have a chat with Mom & Dad about crypto and dig into the SBF trial with details you won't hear on the MSM. READ UP!
The Week in Digital Wealth (10/23/23)
Innovation continued to rule despite higher temperatures.
That said, it seems the grass is greener on the other side for many Americans.
Another credit card is...
Advisor Tech Talk (Week of 10/24/23)
Another week of fintech headlines is upon us, and as usual, there’s a lot to say.
First, however, we should give thought...
Top 5 VC Deals of the Week in Fintech (10/23/23)
The Game of Monopoly...
Monopoly, the game, is about 'growing rich' by buying properties, charging rent, and making 'smart decisions' to stay...