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Advisor Tech Talk (Week of 3/04/24)
News from big fintechs bolsters another busy lineup of advisor technology headlines for this week, with announcements from the likes of...
STRATIFI ANNOUNCES STRATEGIC PARTNERSHIP WITH iQUANT
StratiFi, a risk analysis and compliance technology platform, has announced a strategic partnership with iQUANT.
The collaboration aims to provide added value to mutual customers...
The Taylor Market Report (2/27/24)
Only a few days left in February. 17% of 2024 is gonna be gone. Hope it has been a good two months. If you have been in Bitcoin, Ethereum or AI stocks, congrats.
DWN Publisher Notes For 2/27/24
Friends, it's a leap year, astrology charts are lining up just like 1776 & AI is set to revolutionize the world. Meanwhile, who's Al Isenberg (AI)? As we navigate thru uncharted political, economic & societal changes this year, DWN provides a consistent voice of authority on all things fintech & life goes on. READ UP!
DWN Publisher Notes For 2/20/24
Friends, a year has passed since "the balloon" visited America's shores, and everything has changed - or has it?! Meanwhile, we explore a powerful new wealthtech incubator and review how Apple has changed the metaverse. READ UP!
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...
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!!
AI & Finance™ | News for the Week Ending 2/16/24
Most advisors probably have yet to use generative artificial intelligence in their day-to-day work experience—in fact, in a recent survey from Totumai and 8...
The Taylor Market Report (2/6/24)
Expanding war. Interest rates staying high. Inflation inching up. Election shenanigans. What could possibly go wrong? Pretty sure we will find out at some point.
DWN Publisher Notes For 2/6/24
Friends, our first week of our new brand "AI & Finance™" was a smashing success, with over 12,000 opens of our first newsletter and on a weekend, too! Meanwhile, let's see if AI can "rescue" us...READ UP!!