Home Search
Stere - search results
If you're not happy with the results, please do another search
Advisor Tech Talk (Week of 7/16/24)
What a huge news week. Even in the realm of wealth technology, there was a lot going on.
Of course, the biggest...
FINTECH VIEWS: Leadership 101 – Is Mastery of Digital Solutions a Prerequisite?
Empowering others to succeed is the essence of leadership. For asset managers and investment professionals in—or near—the C-suite at their firms, this mandate extends...
DWN Publisher Notes For 7/10/24
Friends, we hope you got some vacay time in last week. We're currently hunkered down for a heat dome here in Montana. Meanwhile, we're reminded that with all the ongoing chaos in markets and politics, your mantra should be "Don't Worry, Be Happy"...READ UP!!
Advisor Tech Talk (Week of 7/9/24)
Another summer holiday week is in the books, but there’s still plenty to discuss in advisor technology—including two potentially industry-changing announcements.
One,...
AI & Finance™ | News for the Week Ending 7/5/24
Happy Independence Day and welcome to another busy edition of AI & Finance.
Today, before we get to our headlines, we’d like to introduce a...
DWN Publisher Notes For 7/3/24
Friends, this week brings us the 4th of July and despite the truly bewildering politcal climate we're living in, I'm deeply grateful to be a citizen of this amazing country. Wishing you and yours a wonderful 4th.....now onto all the most important news in digital wealth for this short week...
Advisor Tech Talk (Week of 7/2/24)
Artificial intelligence is everywhere, but not everywhere in wealth management—yet.
In fact, as we frequently note in our weekly AI & Finance...
AI & Finance™ | News for the Week Ending 6/28/24
We write a lot about the positives and potential of artificial intelligence because it’s fun to envision the future and watch it unfold and...
Attend The Founders Arena Spring WealthTech Accelerator Demo Day
Join us for an exciting evening at the Founders Arena Spring WealthTech Accelerator Demo Day! This event will showcase the six innovative WealthTech startups in the Spring 2024 Cohort.
Advisor Tech Talk (Week of 6/25/24)
Even during a holiday week, there were plenty of wealth management headlines to report.
Sure, Juneteenth is relatively new as a federal...