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Top 5 VC Deals of the Week in Fintech (6/25/24)
The British are coming! The British are coming!
We're terribly sorry, but since this week's top 5 list includes two UK companies,...
FINTECH VIEWS: Selling Your Financial Practice
By Kristen Grau, CPA, CVA, CEPA, Executive Vice President
More than a third of financial advisors managing 40% of industry assets are projected to retire by...
AI REGS & RISK: Could AI Run Amok? Some People Are Starting to Think...
By Greg Woolf, AI RegRisk Think Tank
Remember how the internet was created as a wonderful tool to share information for the greater social good—connecting...
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!
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.
AI & Finance™ | News for the Week Ending 6/7/24
Months after launching AI and Finance, the world is still in the extremely early stages of integrating artificial intelligence technology with the financial services...
AI EDUCATION: What is Voice Cloning?
Each week we find a new topic for our readers to learn about in our AI Education column.
This week, we are looking into...
Decentralized Diaries for the Week of 6/4/24
Legislation had twists and turns, with the Federal Government giving little indication of its (proper) intentions. That did not stop some government agencies from...
DWN Publisher Notes For 6/5/24
Friends, we're traveling this week to the Dallas area, but the newsletter & website are still chock full of great news & industry info plus insight into the dark side of AI & a look at the latest cohort from wealthtech accelerator The Founders Arena...READ UP!!
WEALTHTECH 3.0: Going Beyond the Tech
While traditional 'branding' is a familiar concept, building a personal brand for the founder and key team members is a distinct endeavor and extends beyond the company and the logo, beginning with integrity.