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2023-Decentralized Diaries, A Look Back, Part 1
Decentralized Diaries for the Year of 2023 (Part 1)
From the SBF trial to Changpeng Zhao's spectacular fall, 2023 had unexpected curveballs.
We’ll showcase the...
2023 | Advisor Tech Talk-Year in Review, Part 1
Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...
DWN Publisher Notes For 12/19/23
Friends, this week we delve into Santa Claus (with an exclusive interview!) and AI - talk about topical! And while we're at it, we wish all our friends and readers a beautiful holiday season. We have so much to be thankful for. READ UP!
AI In Finance, Part 3: The Transformative Role of AI in Account Setup
We continue with part 3 of our five-part series, exploring how artificial intelligence (AI) enhances the client experience by creating an end-to-end digital experience...
MARTECH MINUTES: Tips to Help Advisors Build Their 2024 Social Media Strategy
A well-executed social media strategy can boost visibility and improve engagement, ultimately driving more business and building stronger relationships with your audience.
The Week in Digital Wealth (12/19/23)
There may not be any gifts on Christmas trees in the industry, but there were a lot of solutions and partnerships to wrap up...
Decentralized Diaries for the Week of 12/19/23
A (crypto) house divided against itself cannot stand.
The CFTC and SEC are going in opposite directions.
Then again, Rostin Benham said he and...
Top 5 VC Deals of the Week in Fintech (12/19/23)
Burning a hole (in VC pockets)...
As we approach the end of one of the most challenging years for funding, what remains...
Advisor Tech Talk (Week of 12/19/23)
Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...
WEALTHTECH INSIDER: Four Steps for Having Difficult Conversations with Clients
When the market goes haywire or a client’s financial life is jolted, how do you help them stick to their plans? It’s important that advisors give advice & comfort in a way that is consistent with research around “stickiness.”