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Advisor Tech Talk (Week of 2/20/24)
In today’s wealth technology update, the dis-intermediators are making a splash.
I think most of our readers anticipate—or dread—the day when disintermediating...
WEALTHTECH 3.0: The Founders Arena | A Unique Perspective to Accelerating Fintech
Digital Wealth News recently interviewed Pamela Cytron, President of The Founders Arena, to learn more about their unique perspective on industry specialization and accelerating wealthtech startups.
Decentralized Diaries for the Week of 2/19/24
All hell is loose for CZ...
It seems that way (for now).
That said, (it seems) the Senators at the Virginia Capitol think crypto (really)...
The Week in Digital Wealth (2/20/24)
Happy President's Day!
The industry continued in its stride post-valentine, with partnerships and new product launches.
That said, State Street's ETF solution is available...
Top 5 VC Deals of the Week in Fintech (2/19/24)
Planting seeds, growing dreams...
As they say, spring showers (of money) bring May flowers. Seed funding is a welcome sight for startups...
MARTECH MINUTES: Why Advisors Must Provide Financial Education
For financial advisors, a significant reason clients may be unhappy with their advisors is a need for more communication and namely, financial education.
FreshFinance & ReachStack Partner to Offer Improved Advisor Communications
Fresh Finance and ReachStack recently announced a partnership to integrate a new layer of analytics, AI, and intelligence into their next generation of digital...
STANDARD DEVIATIONS: Money Isn’t About the Numbers (from the Soul of Wealth)
This week on Standard Deviations, Dr. Daniel Crosby offers a sneak preview of an essay from his upcoming book, The Soul of Wealth.
Educated...
The Taylor Market Report (2/13/24)
The S&P 500 at 5,000 has seen the top. Those nice returns over the past few years are now in the rear view mirror. If you didn't hear the bell ring.....you're deaf. Short and expect a bigger drop than you may imagine.
DWN Publisher Notes For 2/13/24
Friends, it's a week for lovers, and we LOVE the content we've lined up for you here, including a look at looming black swan events, a new crypto offering for advisors and more. Happy Valentine's Day to you and yours! READ UP!!