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AI EDUCATION: What Is AI-Washing?

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Each week we find a new topic for our readers to learn about in our AI Education column.  This week we were inspired by our AI &...

FINTECH VIEWS: Leadership 101 – Is Mastery of Digital Solutions a Prerequisite?

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Empowering others to succeed is the essence of leadership. For asset managers and investment professionals in—or near—the C-suite at their firms, this mandate extends...
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DWN Publisher Notes For 7/10/24

Friends, we hope you got some vacay time in last week. We're currently hunkered down for a heat dome here in Montana. Meanwhile, we're reminded that with all the ongoing chaos in markets and politics, your mantra should be "Don't Worry, Be Happy"...READ UP!!

FINTECH VIEWS: Could Risk Tolerance Technology Be the Key to Stronger Client Relationships?

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Prominent industry juggernauts are bringing risk tolerance squarely into the financial planning conversation from its prior position as a compliance afterthought.

WEALTHTECH 3.0: Why RIAs Need to Pay Attention to Next Generation Entrepreneurs

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Advisors have generally focused succession planning on the familiar: a white male business owner seeking a payout through an exit of some sort. However, there’s a significant shift in who’s wealthy.

The Week in Digital Wealth (7/9/24)

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Multiparty collaborations are (finally) seeing the light, with a focus on niche utility. That said, the industry is (seemingly) shifting back to its startup...

Advisor Tech Talk (Week of 7/9/24)

Another summer holiday week is in the books, but there’s still plenty to discuss in advisor technology—including two potentially industry-changing announcements.  One,...

Top 5 VC Deals of the Week in Fintech (7/8/24)

A Different Game 2024 is shaping up to be a positive for startups, according to data provided by CB Insights on deals...

STANDARD DEVIATIONS PODCAST: Andy Baxley – The Power of Financial Purpose

This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Andy Baxley, Senior Financial Planner at The Planning Center. Andy works with...

Wealth Management’s Cutting Edge: MMI/Barron’s Industry Awards Finalists Announced

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Innovation is the currency that buys you a seat at the table. Today, the Money Management Institute (MMI) and Barron's announced the finalists for the...