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DWN Publisher Notes For 7/24/24
Friends, last week's Publisher Notes went a bit viral. Was it my reference to skateboarding cats? In that case, how about a parrot/guitar duo? Meanwhile, as the world goes rather cra-cra around us, DWN remains your voice of sanity on digital wealth, with more important news this week...READ UP!
Let’s Talk A Little About A Lot
Understatement. There is a helluva lot going on. No matter where you look there are dramas unfolding, political shenanigans, geopolitical events and on and on. During summer relaxing time, too.
Genstar Capital Takes on Docupace
The back-office software provider Docupace has new financial partners. The Homel, New Jersey-based fintech firm announced a “strategic majority investment” from Genstar Capital, a...
MARTECH MINUTES: Why Advisor Marketing Starts with Investor-Focused Content
Investor-focused content is pivotal to resonating with current clients because it helps ensure that the advisor speaks directly to them, addresses their diverse needs, and helps guide their financial decisions.
The Week in Digital Wealth (7/23/24)
The usual launches continued alongside partnerships and integrations. Interestingly, compliance efforts by the government increased (slightly).
Headlines to take note of:
Bloomberg continued its automation...
Decentralized Diaries for the Week of 7/23/24
Industry regulatory enforcement actions continued to simmer down. Political influence in the crypto community is real. That said, settlements were in play.
The headlines:
Grayscale...
Advisor Tech Talk (Week of 7/23/24)
There was quite a bit of financial advisor-related wealth tech news this week, but to start out this edition of Advisor...
Top 5 VC Deals of the Week in Fintech (7/22/24)
A Hot mess
The headlines about failure on MS systems (with 'flare') keep coming. Worldwide outages are exposing issues with software updates....
FINTECH VIEWS: Artificial Intelligence is Transforming Wealth and Asset Management
By John Sweeney, President, AlphaTrAI
“The companies that succeed … will be those that most effectively use AI. If you’re making maximum use of AI,...
The Taylor Market Report (7/16/24)
Potential interest rates cuts, a softening labor market, geopolitical events and earnings mean nothing. A crazy guy with a gun and markets go crazy. Now I'm feeling older.