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Advisor Tech Talk (Week of 4/29/24)
Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...
The Week in Digital Wealth (4/29/24)
Regulatory light touches have had a positive effect on the industry. The SEC may (soon) be moving closer toward tighter standards. That said, product...
Decentralized Diaries for the Week of 4/29/24
The industry (has certainly) moved past the speculative phase, where cowboys reigned and anything was possible. Innovations still happen, but progress is (now) governed...
Top 5 VC Deals of the Week in Fintech (4/29/24)
Sitting on the sidelines...
Even with the hype around AI, VCs continue to sit out, waiting for better opportunities. Whether domestic or...
Marketing Matters: The Evolution of Third-Party Solutions Providers in an Evolving Ecosystem
Third-party, digitally-enabled marketing solutions focused on driving lead gen for independent financial advisors continue to proliferate, and small wonder. Effectively identifying and converting prospective...
Top 5 VC Deals of the Week in AI (4/26/24)
This week we continue our series on the top 5 VC-funded deals in AI.
This week's winners included the pharma sector with a WHOPPING $1...
AI EDUCATION: What is AI Insurance?
Publisher's Note: In this brave new world that has emerged as generative AI has become more mainstream, guess what? The bad guys and the...
AI & Finance™ | News for the Week Ending 4/26/24
In yet another busy week for financial AI, a clear pattern emerged: Insurtech, or technology used by the insurance industry and insurance consumers, is...
The Taylor Market Report (4/23/24)
The S&P has bounced back up after recent selloffs but there's still not a big change on the week. Gold had a fun trip to $2,400 and just took an almost $100 drop. With that, looks like BITCOIN and ETH had their "dip."
DWN Publisher Notes For 4/24/24
Friends, this week we celebrate the second cohort of wealthtech accelerator The Founders Arena. Our industry needs advocates like this to help mentor growing companies! Meanwhile, you'll find all the latest wealthtech, defi, fintech and VC deal news right here! READ UP!