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Advisor Tech Talk (Week of 1/29/24)

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This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...

Top 5 VC Deals of the Week in Fintech (1/29/24)

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Startups: "How high can you grow?" Like 'high jumpers' in sports, the goal is to keep raising the bar (and clearing it)....

Rethink. Financial Advice Podcast: Do you Have Partners or Vendors, With Brad Johnson

Should financial advisors expect more from the vendors they partner with?  Advisors tend to be bombarded from vendors with all types of solutions, products,...

AI & Finance™: News for the Week Ending 2/2/24

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In this week’s 'AI & Finance' column, we have a lot of artificial intelligence-related news from the regtech, proptech, insuretech, martech and lendtech sectors...

AI FORECASTING REPORT Series Introduction

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By Terry Kades, BlueWave Forecasting If AI is not the magic wand, what is? Where to invest, what to expect, when to enter and exit? And...
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DWN Publisher Notes For 1/23/24

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Friends, another major news week in the wealthtech sector, so make sure to read Advisor Tech Talk for the latest. There's also news from The Founders Arena wealthtech accelerator, a deep dive into AI & Finance and a new survey from Smarsh.  A super news-filled week - so make sure to check it all out! READ UP!!

Financial Markets, The Election and Termites

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January 2024 is settling down... New Year's hangovers have passed (unless you're into dry January - then you never had a hangover), Michigan is the...

Applications Open for the Second Cohort of The Founders Arena WealthTech Accelerator

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By Pamela Cytron, President, The Founders Arena January 22, 2024 As 2024 kicks into high gear, I’m excited to share the news that The Founders Arena...

Osaic Reports $22 Billion In Recruited Client Assets For 2023, A Year That Also...

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Osaic said in news release this week that it recruited new advisors representing $22 billion in client assets in 2023. Last year, the firm...

Decentralized Diaries for the Week of 1/23/24

Are crypto prices heading for another gray period in the middle of winter? That may not be the case, but let's wait and see. Solana...