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The Week in Digital Wealth (10/31/23)
"Money 20/20 Las Vegas" began and ended with a bang.
Lots of "out-of-the-box" solutions were everywhere.
That said, Liquidnet gave the markets a new gift per...
Top 5 VC Deals of the Week in Fintech (10/31/23)
A, B, C, it's easy as 1-2-3 ...
Innovation has been fast and furious for the Fintech sector, with lots and lots...
DWN Publisher Notes For 10/24/23
Friends, is AI REALLY that smart? We also have a chat with Mom & Dad about crypto and dig into the SBF trial with details you won't hear on the MSM. READ UP!
The Week in Digital Wealth (10/23/23)
Innovation continued to rule despite higher temperatures.
That said, it seems the grass is greener on the other side for many Americans.
Another credit card is...
The Week in Digital Wealth (9/25/23)
As fall sets in, the industry has continued to churn.
New products, it seems, are always in fashion.
TS Imagine launched a new dashboard.
Planatir is going...
Publisher Notes For 9/20/23
Friends, this week we learn how to stay protected from crypto scams, the importance of being grief-literate with bereaved clients and how to use AI (and not softwear engineers) to gear up your wealthtech! READ UP!
The Week in Digital Wealth (9/18/23)
The SEC has revealed it uses AI tools for its enforcement activities (who knew, right?).
State Street has a new liquidity offering.
Deloitte's "romance" with the...
Publisher Notes For 8/29/23
Friends, ever wonder about the secret sauce that drives chamionship teams? Check out this week's "Standard Deviations" podcast for the answers and click here to read more of my insights for the week. Enjoy the unofficial end of summer and READ UP!!
Publisher Notes For 8/22/23
Friends, learn about "un-magical things" this week in our Top 5 VC column, check out our busy news week in Advisor Tech Talk (even in the dead of summer) and brush up on the New Normal/Old Normal. READ UP!!
The Week in Digital Wealth (8/21/23)
Though the numbers showed a mixed picture of the American economy, the industry remained upbeat with lower unemployment.
Bloomberg went on the offensive with a...