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Top 5 VC Deals of the Week in Fintech (9/9/24)

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How much is too much, and how big is too big? Money moving makes the news in VCs, startups, and big tech....

MARTECH MINUTES: Why Wealth Organizations Should License Martech Now for 2025

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In our recent interview with Teresa Leno, CEO and Founder of Fresh Finance, she explains why making Martech buying decisions in the 4th quarter sets the tone for 2025 advisor marketing success.

Top 5 VC Deals of the Week in AI (9/6/24)

This week we continue our series on the top 5 VC-funded deals in AI. This past week for the first time in a while we...

AI & Finance™ | News for the Week Ending 9/6/24

Is it people who want more artificial intelligence, or is it really businesses driving the economy towards more AI?  Some recent pieces of research lead...
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DWN Publisher Notes For 9/3/24

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Friends, this week we look at all the market events lining up in September & delve into how AI is shaping financial content.  Meanwhile, in addition to reading the weekly sector news in each of our columns, you really should read the openers to our columns Advisor Tech Talk & Top 5 VC this week, they're PHENOM...READ UP!!

Advisor Tech Talk (Week of 9/3/24)

In last week’s roundup of wealth management technology news, we discussed a prominent financial advisor’s recent reading of U.S. Census and...

Top 5 VC Deals of the Week in Fintech (9/2/24)

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Early to AI, early to rise The case uses for AI are endless, translating into actual cost savings. Recently, Amazon's President and...

AI & Finance™ | News for the Week Ending 8/30/24

Occasionally we like to take in some of the counterprogramming on artificial intelligence, so this week to lead of AI and Finance we’re going...

Top 5 VC Deals of the Week in AI (8/30/24)

This week we continue our series on the top 5 VC-funded deals in AI. This past week we did not see a single deal pass...

Advisor Tech Talk (Week of 8/28/24)

Financial advisor guru and self-declared nerd Michael Kitces made a not-so-bold assertion in a recently published report: The pool of desirable clients...