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2023 | Advisor Tech Talk-Year in Review, Part 1
Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...
MARTECH MINUTES: 7 Social Media Tips for Advisors in 2024
As we edge closer to the end of the year, the ever-evolving nature of social media presents diverse opportunities in 2024 for a wide range of industries, including the wealth industry.
DWN Publisher Notes For 12/19/23
Friends, this week we delve into Santa Claus (with an exclusive interview!) and AI - talk about topical! And while we're at it, we wish all our friends and readers a beautiful holiday season. We have so much to be thankful for. READ UP!
Santa Goes Tech: An Exclusive DWN Interview
Digital Wealth News is excited, and honored, to have been granted an exclusive interview with SANTA CLAUS on this busy week! Not many people...
REAL CLEAR CRYPTO: How FASB’s Updated Standards Could Accelerate Crypto Adoption
The recent updates by The Financial Accounting Standards Board (FASB) on fair value measurement standards for digital assets mark a pivotal shift in how businesses can report their crypto holdings
AI In Finance, Part 3: The Transformative Role of AI in Account Setup
We continue with part 3 of our five-part series, exploring how artificial intelligence (AI) enhances the client experience by creating an end-to-end digital experience...
MARTECH MINUTES: Tips to Help Advisors Build Their 2024 Social Media Strategy
A well-executed social media strategy can boost visibility and improve engagement, ultimately driving more business and building stronger relationships with your audience.
STANDARD DEVIATIONS PODCAST: Daniel Staker – Behavioral Marketing Lessons for Financial Services
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Daniel Staker.
Daniel Staker is a real-life attorney who ended up...
Decentralized Diaries for the Week of 12/19/23
A (crypto) house divided against itself cannot stand.
The CFTC and SEC are going in opposite directions.
Then again, Rostin Benham said he and...
Top 5 VC Deals of the Week in Fintech (12/19/23)
Burning a hole (in VC pockets)...
As we approach the end of one of the most challenging years for funding, what remains...