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Advisor Tech Talk (8/16/22)

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By Christopher Robbins How complex is too complex? It’s a question I ask myself with increasing regularity lately as I partake in a...

Top 5 VC Deals of the Week in Digital Wealth (8/10/22)

This will be a short but sweet fintech funding VC overview today, as we've had a lot...

AI ILLUMINATIONS: Why Technology Needs to Retire the “MVP”

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With the rise of “software as a service” (or SaaS), and continual releases, patches and upgrades, technology is too often being delivered as an incomplete product, says Michael Partnow, Group President at JIFFY.ai.

The Promise and Limitations of Wealth Management Automation

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The potential of automation and artificial intelligence-enabled (AI) programs and tools were thought to ensure a digital revolution across wealth management. 

DWN Roundtable: How Digitally Enabled Alt Platforms Opened Doors in this Bear Market

As is tradition, the arrival of a Bear market gives rise to alternative investment (alts) platforms. The decade's...

FINTECH CORNER: What the Wealth Industry Can Learn From Formula One Racing, Part 2

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“It’s important that financial firms be willing to look outside their realm for fresh perspectives and new ideas,” said Adrian Johnstone, president & co-founder of Practifi.

Top 5 VC Deals of the Week in Digital Wealth (7/27/22)

And the money is flowing again. Just like that, the VC spigot in digital wealth is...

Top 5 VC Deals of the Week in Digital Wealth (7/19/22)

I hate to use an old cliche' but WHAT A DIFFERENCE A WEEK MAKES! Last week...

Advisor Tech Talk (7/19/22)

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By Christopher Robbins I’ve recently come into a bit of a windfall, in a...

Digital Marketing for FAs in the SEC’s New Normal

By Laurie Ehrbar After much fanfare, the SEC's new marketing rule will go into effect...