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Friends, it's been another week of incredible change and it looks like this will be the norm thru the end of 2024.  Meanwhile, so much going on in digital wealth - including a deep dive into the impact Gen Z will have on wealth in the future in our Advisor Tech Talk column, a look at best practices in finserv martech and much more...READ UP!!

Last week (ended) on a positive note for the industry, with regulatory approvals balancing out enforcement actions. Institutional adoption is rising, with scam risks...

Move over millennials, Gen Z is taking over—and in this edition of Advisor Tech Talk, we’ll take a moment to consider...

Due to the industry's highly regulated nature, marketing efforts must adhere to strict compliance standards to ensure that all communications with the public are within legal and ethical boundaries.

Before we get to your financial artificial intelligence headlines in this week’s edition of AI & Finance, we should discuss the biggest technology news...

The next few months leading up to the November election are going to be full of surprises. Economic numbers are going to be a lot less meaningful as the focus becomes "poll watching." The eagerly awaited (possible) interest rate cut by the Fed is probably already in the market.

Friends, last week's Publisher Notes went a bit viral.  Was it my reference to skateboarding cats? In that case, how about a parrot/guitar duo? Meanwhile, as the world goes rather cra-cra around us, DWN remains your voice of sanity on digital wealth, with more important news this week...READ UP!

Understatement. There is a helluva lot going on. No matter where you look there are dramas unfolding, political shenanigans, geopolitical events and on and on. During summer relaxing time, too.

The back-office software provider Docupace has new financial partners. The Homel, New Jersey-based fintech firm announced a “strategic majority investment” from Genstar Capital, a...

Investor-focused content is pivotal to resonating with current clients because it helps ensure that the advisor speaks directly to them, addresses their diverse needs, and helps guide their financial decisions.