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INTELLIGENCE FOR GROWTH: A Primer on Private Credit as an Opportunity for Fixed Income...
With the spiking of inflation and rising interest rates, many investors are drawn even more so to Private Credit investments featuring floating rates, which rise in line with interest rates.
DWN Publisher Notes For 11/7/23
Friends, updating tech stacks is all the rage - even the NYSE announced theirs was recently upgraded. Tech may SEEM like it's slowing but it ain't over until it's over. READ UP!!
The Week in Digital Wealth (11/6/23)
Happy new month (in arrears).
Cloud-based products are in fashion, coupled with AI-focused additions and solutions.
TS Imagine extended its compliance solutions with a few additions.
EquiLend...
REAL CLEAR CRYPTO: Biden’s Executive Order-A Step Towards Ethical & Secure AI Development
In an important step, President Biden has signed a comprehensive Executive Order to oversee and regulate the implementation and growth of Artificial Intelligence (AI) across the United States.
Advisor Tech Talk (Week of 11/7/23)
Perhaps no news hit the wealth management industry harder in the last week than the layoffs at Charles Schwab—but that doesn’t...
Top 5 VC Deals of the Week in Fintech (11/6/23)
An eye on AI (or sleeping with one eye open?)
Last week, the Biden Administration released an executive order laying out a...
INTELLIGENCE FOR GROWTH: Secure the FinServ Industry’s Future By Solving for Gen Z
The financial industry has finally come to embrace Millennials and is making strides to adequately communicate with the largest generation in the workforce.
AI ILLUMINATIONS: Automation & Calculating the Value
In a world where increasingly sophisticated technology is making transformational changes in the way businesses operate and grow, calculating the return-on-investment (ROI) requires more than a simple equation
WEALTHTECH INSIDER: Three Ways Wealthtech Helps Advisors Through Capital Gains Tax Hikes
No matter how the politics in Washington play out, you can count on investors making tax management a larger part of their decision-making process.
Inflation? Cost of Living? No Big Deal.
Let's look back. Specifically 2019 through year-to-date 2023. That covers COVID-19, economic "upheaval," recovery, inflation and the Fed raising interest rates. Whew. That's a...