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Advisor Tech Talk (Week of 6/4/24)

The 100,000th Certified Financial Planner has been named, and she’s a 31-year-old millennial woman from Bedminster, N.J. named Simone Lee—a second-generation...

AI REGS & RISK: The Dark Side of AI, Part 2 – Open Foundation...

By Greg Woolf, AI RegRisk Think Tank Welcome back to the dark side of AI! In our last column, we discussed the high-level global risks...

In One Word: MEMORIES

By Michael Partnow "Memories” Memories, pressed between the pages of my mindMemories, sweetened through the ages just like wineQuiet...
zCindy-New

DWN Publisher Notes For 5/29/24

Friends, we hope you had a beatuiful Memorial Day! We are so grateful to live in America & thankful to all who have served in the military.  Meanwhile, we found a "unique opportunity" for you even while VC fundings & sector news continued over the holiday week...READ UP!

MARTECH MINUTES: How Financial Education Helps Grow AUM

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For financial advisors, a significant reason clients leave their advisors and seek new ones is a need for more communication, namely, financial education.

AI EDUCATION: What is Snapdragon AI?

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Each week we find a new topic for our readers to learn about in our AI Education column.  This week, we're delving into Snapdragon,...
zCindy-New

DWN Publisher Notes For 5/22/24

Friends, it's time for your weekly DWN newsletter again and we hit a new record last week on "opens" (51,000+), so a huge thanks to our readers for that landmark!  Now onto the news of the week in digital wealth - all right here at DWN.

AI REGS & RISK: The Dark Side of AI, Part 1 – Global Risks...

By Greg Woolf, AI RegRisk Think Tank On April 18, Meta opened the floodgates of concern by choosing to open-source Llama 3. This model rivals...

AI EDUCATION: What is Claude?

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Publisher's Note: In our ongoing effort to educate our readers about everything AI, we select a weekly topic to delve into in our AI...

Dr. Maureen Schumacher Joins Smarsh as Chief Marketing Officer

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Smarsh, a digital communications compliance and intelligence company, announced the appointment of Dr. Maureen Schumacher as its new Chief Marketing Officer. She will lead...