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According to the U.S. Internet Crime Complaint Center, cybercrime results in more than $12 billion per year in damages in America alone. The finance...

Since every investor has different financial objectives, risk appetites, and investment preferences, the starting point in acquiring them begins with imparting financial education.

What a huge news week. Even in the realm of wealth technology, there was a lot going on.  Of course, the biggest...

There’s still plenty of financial artificial intelligence news to report, but we’re going to start this week’s AI & Finance with a confession of...

DWN recently interviewed Michael Partnow at JIFFY.ai about Gen Z job seekers and their requirements when looking for work—a job with a purpose that fuels their creative passions.

Advisors have generally focused succession planning on the familiar: a white male business owner seeking a payout through an exit of some sort. However, there’s a significant shift in who’s wealthy.

A Different Game 2024 is shaping up to be a positive for startups, according to data provided by CB Insights on deals...

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...

Artificial intelligence is everywhere, but not everywhere in wealth management—yet.  In fact, as we frequently note in our weekly AI & Finance...

Maintaining consistent client communication is imperative for solid relationships and attracting new business. According to Teresa Leno, CEO and Founder of Fresh Finance, clients may be unhappy with their advisors because they need more communication.