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The Week in Digital Wealth (6/18/24)

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The industry shifted from embedded integrations to partnerships. Unveiled solutions (also) had a utility focus, solving customer-related problems (seamlessly). Headlines to take note of: The...

Decentralized Diaries for the Week of 6/18/24

Industry ups and downs continued as simmering regulatory actions showed a slight slowdown. That said, safety is (still) an issue with rising security concerns. The...

FINTECH VIEWS: How Technology Is Propelling Success in Multi-Family Offices

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Recent Federal Reserve data indicates that the top 10% of families account for almost three-quarters of U.S. wealth. These affluent families have complex wealth management needs.

Top 5 VC Deals of the Week in Fintech (6/18/24)

Bank VCs and Startups: A match made in ____? More and more banks are lending to startups- an action previously avoided in...

Advisor Tech Talk (Week of 6/18/24)

It’s probably not happening in 2024, and thus, advisors should breathe a sigh of relief.  As consumers continue to explore fintech and...

Top 5 VC Deals of the Week in AI (6/14/24)

This week we continue our series on the top 5 VC-funded deals in AI. Funding rounds are starting to increase again for the AI sector. ...
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DWN Publisher Notes For 6/12/24

Friends, we had an amazing trip to TX (except for the Nvidia stock split, but that's a diff story), and now we're back at it!  Meanwhile the TX Stock Exchange was announced and it seems like fintech & AI keep rolling, despite ongoing geopolitical uncertainty...READ UP!

The Week in Digital Wealth (6/11/24)

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Technical glitches did not hinder innovations and partnerships from springing forth, with integrations taking center stage. It looks like the end-user is back in...

Decentralized Diaries for the Week of 6/11/24

The industry settled in with ongoing legislative discourses at the fore. However, things are far from settled, with the November elections looming over everything....

MARTECH MINUTES: Why Becoming a Thought Leader is Vital for Advisors

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When your target audience considers you a thought leader who provides answers and knowledge relevant to their circumstances, you've won against your competition.