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The Week in Digital Wealth (3/25/24)
This past week the partnerships and collaborations continued focusing on users as technology foundations continued improving in the digital wealth sector. Market glitches occurred...
AI & Finance™ | News for the Week Ending 3/22/24
We try to cast a broad net when unearthing the latest and greatest financial artificial intelligence news each week—but as the weeks progress, we’re...
MARTECH MINUTES: The Deal on Content Marketing
72% of online marketers describe content creation as their most effective SEO tactic, which helps potential clients find an advisor when searching online.
Tim Bowman Becomes New Chief Financial Officer for Realta Wealth
Tim Bowman has been hired as the new Chief Financial Officer for Realta Wealth, an independent wealth management firm run by CEO Kevin Keefe....
AI & Finance™ | News for the Week Ending 3/1/24
Artificial intelligence implementation is moving at full speed ahead in several areas of the financial services industry, including insurance and banking, as can be...
DWN Publisher Notes For 2/20/24
Friends, a year has passed since "the balloon" visited America's shores, and everything has changed - or has it?! Meanwhile, we explore a powerful new wealthtech incubator and review how Apple has changed the metaverse. READ UP!
Advisor Tech Talk (Week of 2/13/24)
Wealth technology is continuing to evolve, and we’re here to help you decipher it.
Of course it was another busy week in...
The Week in Digital Wealth (2/12/24)
The industry has settled down (a bit), with the AI conversation taking center stage. By the way, you should check out our new AI...
AI & Finance™ | News for the Week Ending 2/16/24
Most advisors probably have yet to use generative artificial intelligence in their day-to-day work experience—in fact, in a recent survey from Totumai and 8...
Advisor Tech Talk (Week of 1/29/24)
This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...