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Will AI Tools Revolutionize Data-Driven Wealth Management Functions?
Since the phenomenal success of ChatGPT earlier this year, Artificial Intelligence (AI) has not only been thrust into the headlines but into the imaginations...
Advisor Tech Talk (Week of 10/09/23)
This week we have another full load of advisor tech headlines, including two from digitally oriented, fast-growing RIAs.
Edelman Financial Engines and...
Top 5 VC Deals of the Week in Fintech (10/9/23)
Late to the party ...
Sometimes, it's beneficial to be late to the party; just showing up is still fashionable. The same...
DWN Publisher Notes For 10/4/23
Friends, notice anything different? We've given Digital Wealth News a "facelift" with a brand new logo design, a new tagline and a fresh new newsletter format, but all the same great content! Click here to read the "behind the scenes" on how & why we did it! | READ UP!!
Court Room Battles. Financial Markets. The Fourth Quarter Begins.
Get ready. This is gonna be one helluva fourth quarter. Interesting? For sure. Entertaining? If you like horror movies. Scary? Yup, even Halloween won't...
Chris Shaw, Former Morgan Stanley Executive, Joins Sanctuary Wealth as East Coast Regional Managing...
Sanctuary Wealth, the Indianapolis-based wealth management firm, has added another former wirehouse executive to its leadership team. Chris Shaw, previously a Morgan Stanley Managing...
WEALTHTECH INSIDER: Bucketing Client Goals to Help Them Protect, Live, and Dream
Behavioral finance has discovered a tendency in humans to create “mental accounts” or “buckets” and having a bucket earmarked for safety can go a long way toward calming the nerves of rattled investors.
Atria’s CUSO Renews Partnership with Coastal Credit Union
Atria Wealth Solutions’ subsidiary CUSO Financial Services (CFS) announced another significant renewal of a large regional credit union. The North Carolina-based Coastal Credit Union, established in...
BACK OFFICE HEROES: Meeting Client Expectations in the Age of Evolving Trust
When an advisor talks estate planning and recommends a product or account structure to solve a client’s problem, the client will now go back and validate what they’ve heard.
The Week in Digital Wealth (10/2/23)
This Fall is unlike any other.
It is unique.
Our thoughts and prayers are with New York residents at this time who have gone through massive...