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2023-The Year in Digital Wealth, Part 2

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We wish everyone a Happy New Year!  To review Part 1 of our 2023 year in review in digital wealth. click here.  Now onto...

Top 10 VC Deals of 2023 in Fintech

Gun Powder, Dry Powder...BOOM! As we look back to 2023, optimism was high (along with funding deals) in Q1 and Q4. Perhaps it...

2023 | Advisor Tech Talk-Year in Review, Part 2

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Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...

2023-The Year in Digital Wealth, Part 1

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The Year in Digital Wealth (Part 1) As we round off the year, we wish everyone a Merry Christmas. This week and next, we shall...

Top 5 VC Deals of the Week in Fintech (12/26/23)

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It's not over...until someone sings. As we round out 2023, what's clear is that the VCs are still seeking to invest, demonstrating...

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...
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DWN Publisher Notes For 12/5/23

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Friends, this week we begin a new 5-part series on AI in Finance.  Uncomfortable with this paradigm-shifting technology?  You won't be after you educate yourself on these real-world uses for finance professionals in this series. READ UP!

The Week in Digital Wealth (12/4/23)

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Happy new month! Just how deep does the AI rabbit hole go? Nobody knows. Every solution and product is most likely automated or has integrations. That said, Bloomberg...

Top 5 VC Deals of the Week in Fintech (12/4/23)

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The messy pileup... 2023 is ending much like a pile-up that slows down traffic on a busy freeway, impending travel to various...

AI ILLUMINATIONS: Are you Seeking a Vendor or a Partner?

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For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.