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DWN Publisher Notes For 1/8/23
Friends, some MAJOR news in our Advisor Tech Talk (re: Bill Crager of Envestnet) & Defi Diaries (re: SBF) this week -plus- we couldn't resist posting just ONE MORE 2024 predictions story for you! Another action-packed newsletter, including our new DWN AI Index, for the 2nd week in 2024! READ UP!!
FINTECH CORNER: Technology For RIAs Is More Valuable Than Ever, But Can They Use...
Until recently, FAs were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to catalyze growth, lower operating costs and improve client experience.
BREAKING NEWS: Bitcoin ETFs Receive SEC Approval
On January 10, 2024, in a long-awaited move that has sent shockwaves through the financial landscape, the U.S. Securities and Exchange Commission (SEC) has...
The Week in Digital Wealth (1/8/24)
Welcome to 2024!
The industry kept the hits coming over the holidays, with new and old players showing their strengths.
The SEC continued with its...
Decentralized Diaries for the Week of 1/8/24
The new year revved up with everyone fired up and ready to go!
That said, SBF can breathe easily (for now)
ICE added options...
Advisor Tech Talk (Week of 1/8/24)
Move over 2023, 2024 is starting out with a bang—when it comes to advisor tech news, that is.
Yes, we just wrapped...
Top 5 VC Deals of the Week in Fintech (1/8/24)
Gazing into a Crystal Ball...
If you could see the future, would you want to? While crystal balls may interest some, they...
STANDARD DEVIATIONS PODCAST: Anthony Damtsis – Growing Your Wealth Confidence
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Anthony Damtsis.
Anthony Damtsis is Deputy Head of Behavioral Finance at...
TIFIN and Franklin Templeton Join Forces to Introduce TIFIN @Work, An Innovative Financial Wellness...
BOULDER, Colo. and NEW YORK and SAN MATEO, Calif., Jan. 4, 2024 /PRNewswire/ -- TIFIN, a leading AI and innovation platform for wealth, and Franklin Templeton, a global leader in asset management,...
DWN Publisher Notes For 1/3/23
Friends, Happy 2024, and hoping you had a beautiful holiday season! The new year brings a new tracking index from our team-the DWN AI Index. There's no doubt in our minds that AI is THE future of digital wealth! READ UP!