Orion - search results

Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...

Friends, this week we explore why $22 burritos matter and continue to see massive trends toward AI utilization + more. Meanwhile, in the spirit of the season, click through to see a graph of the March Madness bracket that AI ChatGPT picked, published in Sportsbook Review!  UConn all the way, baby!

Yes, AI might be responsible for the hottest news in the advisor tech universe, but blockchain, cloud and conventional roboadvisors still...

As fintech continues to proliferate and transforms the wealth management landscape, advisors are engaged in not one, but multiple arms races.  The...

Friends, Spring is almost here & it's BOTH "In like a lion" (blizzards in California) & "In like a lamb" (75° in the Midwest).  The schizoid weather mirrors the schizoid markets & political climate we're all living through these days, but DWN remains a voice of clarity for all things fintech. READ UP!

News from big fintechs bolsters another busy lineup of advisor technology headlines for this week, with announcements from the likes of...

Friends, it's a week for lovers, and we LOVE the content we've lined up for you here, including a look at looming black swan events, a new crypto offering for advisors and more.  Happy Valentine's Day to you and yours!  READ UP!!

Wealth technology is continuing to evolve, and we’re here to help you decipher it. Of course it was another busy week in...

Newly-established RIAs are exciting. Independent advisors can pick the tools they want, build their own culture, and hone in on the clients that will help them grow. When you’re looking for ideas about your new practice, don’t count out the hard-earned lessons of your fellow small businesses.

Friends, this is the week we launch our new "AI & Finance™" newsletter - an idea several months in the making that got clarified at a pool in BelAir - that's how creative minds work! Meanwhile, make sure to read "The Election, Football & Markets" - it will help you make sense of this wild & crazy world we're living in at present!