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The Week in Digital Wealth (1/15/24)
The industry resumed fully (post holiday season) with solutions, partnerships, and products occurring everywhere.
Bloomberg has launched a new data tool
Circle started its...
Advisor Tech Talk (Week of 1/15/24)
We’ve known it was coming for weeks now, but last week’s clearance from the U.S. Securities and Exchange Commission for spot...
Top 5 VC Deals of the Week in Fintech (1/15/24)
How far will it go?
The state of VC is shifting; borders are open for new investors in tech. But how long...
DWN Publisher Notes For 1/8/23
Friends, some MAJOR news in our Advisor Tech Talk (re: Bill Crager of Envestnet) & Defi Diaries (re: SBF) this week -plus- we couldn't resist posting just ONE MORE 2024 predictions story for you! Another action-packed newsletter, including our new DWN AI Index, for the 2nd week in 2024! READ UP!!
BREAKING NEWS: Bitcoin ETFs Receive SEC Approval
On January 10, 2024, in a long-awaited move that has sent shockwaves through the financial landscape, the U.S. Securities and Exchange Commission (SEC) has...
The Taylor Market Report (1/9/24)
Stay vigilant as you view government numbers-a 25% revision down on employment is not a statistical anomaly. Statistics 101 will teach you 25% is really far off (maybe government bureaucrats cut those classes).
Decentralized Diaries for the Week of 1/8/24
The new year revved up with everyone fired up and ready to go!
That said, SBF can breathe easily (for now)
ICE added options...
Advisor Tech Talk (Week of 1/8/24)
Move over 2023, 2024 is starting out with a bang—when it comes to advisor tech news, that is.
Yes, we just wrapped...
Financial Inclusion for 2024 and How AI Will Contribute
Financial inclusion is the goal of ensuring that everyone, regardless of their income, location, gender, or other factors, has access to affordable and appropriate...
WEALTHTECH INSIDER: Transition Advisors – Navigating The Broker Protocol
More than a third of advisors want more control over their business when going independent or switching their broker dealer, but one wrong step, could cause significant legal issue to arise.