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Decentralized Diaries for the Week of 1/29/24

How well are things going to turn out for the cryptospace by spring? Well, the answer might surprise you (we are keeping our cards to...

MARTECH MINUTES: Marketing Communications Policy Gaps – A Top Concern for Wealth Firms

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One of the most perplexing and persistent is managing marketing communication policy gaps. Marketing communications policies provide an outline or blueprint that guides all elements of communication.

Advisor Tech Talk (Week of 1/29/24)

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This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...

Rethink. Financial Advice Podcast: Do you Have Partners or Vendors, With Brad Johnson

Should financial advisors expect more from the vendors they partner with?  Advisors tend to be bombarded from vendors with all types of solutions, products,...

AI & Finance™: News for the Week Ending 2/2/24

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In this week’s 'AI & Finance' column, we have a lot of artificial intelligence-related news from the regtech, proptech, insuretech, martech and lendtech sectors...

AI FORECASTING REPORT Series Introduction

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By Terry Kades, BlueWave Forecasting If AI is not the magic wand, what is? Where to invest, what to expect, when to enter and exit? And...

AI & Finance™ Announcement

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Publisher's Note: Friends, we're launching a new media brand called AI & Finance™, and the weekly column you're reading below (originally published on 1/24/24)...
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DWN Publisher Notes For 1/23/24

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Friends, another major news week in the wealthtech sector, so make sure to read Advisor Tech Talk for the latest. There's also news from The Founders Arena wealthtech accelerator, a deep dive into AI & Finance and a new survey from Smarsh.  A super news-filled week - so make sure to check it all out! READ UP!!

Financial Markets, The Election and Termites

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January 2024 is settling down... New Year's hangovers have passed (unless you're into dry January - then you never had a hangover), Michigan is the...

Applications Open for the Second Cohort of The Founders Arena WealthTech Accelerator

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By Pamela Cytron, President, The Founders Arena January 22, 2024 As 2024 kicks into high gear, I’m excited to share the news that The Founders Arena...