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Top 5 VC Deals of the Week in Fintech (12/11/23)

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On sale, BOGO, and more... Like a sale with deep discounts retailers offer to make shoppers spend on their products, the startup...

REAL CLEAR CRYPTO: Michael Saylor on Why a Bitcoin ETF Matters

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Michael Saylor believe that the impending spot Bitcoin ETF is a monumental offering poised to inject trillions of dollars into the BTC space & believes it to be a game-changing industry catalyst.

AI ILLUMINATIONS: When Finalizing your Budget, is the Client’s Voice Represented?

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If the focus of the budget is right, everything else falls into place, especially for wealth management firms that need projected cost personalization at every level of operations.

WEALTHTECH INSIDER: 10 Cutting-Edge Tech Tools That Can Upgrade Your Practice, Part 1

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Orion’s experts have shared 10 next-generation upgrades to the Orion platform that will enhance the experience for investors while making advisors’ lives a lot easier.

FINTECH CORNER: Here’s The Technology Lesson Wealth Firms Need To Learn From Medicine And...

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Financial advisors can learn a lot from doctors and lawyers. Providing financial advice is evolving into a profession as indispensable and rigorous as medicine and law, said Adrian Johnstone of Practifi.

AI-Powered Alternative Investments Assistant Helix by HL Secures $6M Seed+ Funding Led by FINTOP...

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The joint venture between TIFIN and Hamilton Lane, launched in June 2023, provides an AI assistant that allows advisors and investors to navigate the...
zCindy-New

DWN Publisher Notes For 12/5/23

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Friends, this week we begin a new 5-part series on AI in Finance.  Uncomfortable with this paradigm-shifting technology?  You won't be after you educate yourself on these real-world uses for finance professionals in this series. READ UP!

STANDARD DEVIATIONS PODCAST: Dr. Ali McCarthy – Doubling Your Business with Emotional Intelligence

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Ali McCarthy. Ali is a corporate marketing advisor who...

DFPG Investments Launches Diversify Advisor Network

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DFPG Investments, the Utah-based, full-service independent wealth management firm announced that it has launched Diversify Advisor Network as part of its long-term growth strategy...

REAL CLEAR CRYPTO: The Upcoming Bitcoin Catalysts are Impossible to Ignore

There are some large impending catalysts in the Bitcoin arena, notably the Bitcoin halving in April 2024 and the anticipated approval of a Bitcoin spot Exchange-Traded Fund (ETF) by the end of January 2024.