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The Week in Digital Wealth (6/18/24)
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
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. ...
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)
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
When your target audience considers you a thought leader who provides answers and knowledge relevant to their circumstances, you've won against your competition.