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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...
Top 5 VC Deals of the Week in Fintech (1/8/24)
Gazing into a Crystal Ball...
If you could see the future, would you want to? While crystal balls may interest some, they...
DWN Publisher Notes For 1/3/23
Friends, Happy 2024, and hoping you had a beautiful holiday season! The new year brings a new tracking index from our team-the DWN AI Index. There's no doubt in our minds that AI is THE future of digital wealth! READ UP!
AI In Finance, Part 5: Using AI to Write Financial Content
We continue with part 5 of our five-part series, exploring how artificial intelligence (AI) enhances the client experience by creating an end-to-end digital experience...
FusionIQ and Kinecta Federal Credit Union Create Integrated Platform to Meet Investment Needs of...
FusionIQ, a cloud-based wealth management solutions provider for financial institutions headquartered outside of Boston, has formed a strategic alliance with Kinecta Federal Credit Union to offer...
Top 10 VC Deals of 2023 in Fintech
Gun Powder, Dry Powder...BOOM!
As we look back to 2023, optimism was high (along with funding deals) in Q1 and Q4.
Perhaps it...
STANDARD DEVIATIONS PODCAST: The Future of Everything is Human-First
This week on Standard Deviations, Dr. Daniel Crosby lays out Seven Rules for Life and Money.
Educated at Brigham Young and Emory Universities, Dr....
INTELLIGENCE FOR GROWTH: For AI-Driven Marketing Automation, Integrations Are Key
Any well-built technology is only as good as the information that an advisory firm feeds it. For an AI-driven marketing automation platform, that fuel is fed via integrations, said AJ Boury, Clout by TIFIN’s CMO.
WEALTHTECH INSIDER: Uncovering A New Behavioral Investing Framework
Behavioral finance has enhanced financial planning by working to address people’s behavioral & emotional needs around money, acknowledging that emotional decision making is the genesis of many financial errors.
DWN Publisher Notes For 12/26/23
Friends, we hope those who celebrated Christmas had a beautiful one and we wish you all a spectacular 2024! This week we have Part 1 of the "year in review" for many of our editorial columns, with Part 2 posting next week. HAPPY NEW YEAR & READ UP!!