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Advisor Tech Talk (Week of 7/30/24)
Move over millennials, Gen Z is taking over—and in this edition of Advisor Tech Talk, we’ll take a moment to consider...
Top 5 VC Deals of the Week in Fintech (7/29/24)
A High Bar...
As Q2 2024 VC funding reports compile, one thing remains clear: the funding outlook and deal closings remain unchanged....
MARTECH MINUTES: Marketing Compliance in the Wealth Industry |5 Best Practices
Due to the industry's highly regulated nature, marketing efforts must adhere to strict compliance standards to ensure that all communications with the public are within legal and ethical boundaries.
Top 5 VC Deals of the Week in AI (7/26/24)
This week we continue our series on the top 5 VC-funded deals in AI.
More big funding in the AI sector this week with our...
AI EDUCATION: Are You Ready to Meet Your Digital Twin?
Each week we find a new topic for our readers to learn about in our AI Education column.
Part of the power of artificial intelligence technology is...
AI & Finance™ | News for the Week Ending 7/26/24
Before we get to your financial artificial intelligence headlines in this week’s edition of AI & Finance, we should discuss the biggest technology news...
The Taylor Market Report (7/23/24)
The next few months leading up to the November election are going to be full of surprises. Economic numbers are going to be a lot less meaningful as the focus becomes "poll watching." The eagerly awaited (possible) interest rate cut by the Fed is probably already in the market.
DWN Publisher Notes For 7/24/24
Friends, last week's Publisher Notes went a bit viral. Was it my reference to skateboarding cats? In that case, how about a parrot/guitar duo? Meanwhile, as the world goes rather cra-cra around us, DWN remains your voice of sanity on digital wealth, with more important news this week...READ UP!
Let’s Talk A Little About A Lot
Understatement. There is a helluva lot going on. No matter where you look there are dramas unfolding, political shenanigans, geopolitical events and on and on. During summer relaxing time, too.
Genstar Capital Takes on Docupace
The back-office software provider Docupace has new financial partners. The Homel, New Jersey-based fintech firm announced a “strategic majority investment” from Genstar Capital, a...