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5×5: Five Ways to Spend 5 Hours or Less a Week on Compliance
Have you heard the term “culture of compliance?” The idea is to boost employee buy-in for compliance by showing how it fuels long-term success.
Beyond...
MARTECH MINUTES: Bad Economy? Increase Your Advisor Marketing
Digital Wealth News recently met with Teresa Leno, CEO and Founder of Fresh Finance, to gain her insights into what wealth industry organizations should be doing regarding marketing in a slow economy.
The Week in Digital Wealth (5/13/24)
Things continued (as usual) with the industry taking on AI expansions and integrations. That said, other integrations were (also) in play, while compliance remained...
The Week in Digital Wealth (4/29/24)
Regulatory light touches have had a positive effect on the industry. The SEC may (soon) be moving closer toward tighter standards. That said, product...
Decentralized Diaries for the Week of 4/29/24
The industry (has certainly) moved past the speculative phase, where cowboys reigned and anything was possible. Innovations still happen, but progress is (now) governed...
AI & Finance™ | News for the Week Ending 4/26/24
In yet another busy week for financial AI, a clear pattern emerged: Insurtech, or technology used by the insurance industry and insurance consumers, is...
The Founders Arena Unveils Startups Participating in Second Annual WealthTech Accelerator
The Founders Arena WealthTech Accelerator has announced the selection of the next cohort of companies that will be joining its second global accelerator program beginning April 22, 2024.
AI REGS & RISK: Innovation at a Crossroads – Can Regulators Keep Pace with...
By Greg Woolf, AI RegRisk Think Tank
All eyes are on the financial horizon where AI looms large, promising a revolution that's got everyone from...
CRYPTO IS MACRO: Is The Bitcoin Halving Priced In?
By Noelle Acheson, Crypto Is Macro Now
With less than a week to go, it’s time to take a quick look at the potential impact...
Advisor Tech Talk (Week of 4/15/24)
Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...