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Advisor Tech Talk (Week of 5/6/24)

There’s nothing like a good surprise to keep us humble and ready to learn, and there’s a nice surprise embedded in...

Decentralized Diaries for the Week of 5/6/24

This period marks a significant shift in the cryptocurrency industry, with the departure of influential figures who once seemed invincible. The landscape is evolving,...

MARTECH MINUTES: How to Grow AUM – Internal Advisor Marketing Departments

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With the model of advisor marketing services woven into the company's culture, having a suite of marketing tools readily available and a team that supports them is attractive to advisors looking to transition.

Using Tech to Connect to Your Clients’ Kids and Grandkids

By Tanya Van Court is CEO & Founder of Goalsetter Fueled by a passion for technology, I charted my early career in Silicon Valley when...

AI & Finance™ | News for the Week Ending 5/3/24

Is AI in a Bubble? Any time an emerging technology captivates consumer attention and generates tremendous amounts of investor excitement, market watchdogs begin to ask...
NEWS BRIEF 3 Industry

FusionIQ Introduces FIQ Freedom for Breakaway Advisors

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FusionIQ, a provider of cloud-based wealth management solutions, recently launched FIQ Freedom on the FusionIQ One platform. FIQ Freedom was created to provide advisors...

The Taylor Market Report (4/30/24)

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I love BITCOIN and ETH and have for a very long time. Long term holder. BUT, now is not the time to be in BTC or ETH. Lighten up or be out. Things are getting nasty.  I just can't be short, so I am neutral.
zCindy-New

DWN Publisher Notes For 5/1/24

Friends, we have some fascinating content this week - including a look at the difference between financial wellness and financial independence, how women are evolving the wealthtech industry (and the challenges they still face) and two very different but compelling looks at the marketing landscape in the finserv currently. READ UP!

Haven Tower Group Wins Gold Award for Excellence in Brand Activation and Marketing

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In a significant recognition of its expertise in strategic communications and brand strategy, Haven Tower Group LLC, a leading wealth management-focused communications agency, has...

MARTECH MINUTES: AI and Generating Images for the Wealth Industry

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The advent of AI capabilities such as Generative Adversarial Networks (GANs) has created highly realistic images. AI's ability to quickly, accurately, and efficiently generate such images is valuable.