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AI ILLUMINATIONS: The Gen Z Job Candidate – Seeking Purpose and Fueling Passions

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DWN recently interviewed Michael Partnow at JIFFY.ai about Gen Z job seekers and their requirements when looking for work—a job with a purpose that fuels their creative passions.

AI: A Millennial Perspective

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By Nicole Nieves, Penn State Journalilsm Major I’ve never known a world without technology. I was born the same year as the Apple iPod mini...

FINTECH VIEWS: Leadership 101 – Is Mastery of Digital Solutions a Prerequisite?

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Empowering others to succeed is the essence of leadership. For asset managers and investment professionals in—or near—the C-suite at their firms, this mandate extends...

The Taylor Market Report (7/9/24)

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Flashback; 1987. The stock market did almost exactly what is going on now. Everyday all through the summer the market edged higher and higher. No reason, it just did. Then, in October, wham, 25%-30% downside.
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DWN Publisher Notes For 7/10/24

Friends, we hope you got some vacay time in last week. We're currently hunkered down for a heat dome here in Montana. Meanwhile, we're reminded that with all the ongoing chaos in markets and politics, your mantra should be "Don't Worry, Be Happy"...READ UP!!

FINTECH VIEWS: Salesforce Integration – Harnessing the Power of Wealthtech

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Relationships are central to a successful wealth management experience. That reality extends beyond the advisor/client relationship to how technologies interact with each other within an enterprise.

The Week in Digital Wealth (7/9/24)

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Multiparty collaborations are (finally) seeing the light, with a focus on niche utility. That said, the industry is (seemingly) shifting back to its startup...

Advisor Tech Talk (Week of 7/9/24)

Another summer holiday week is in the books, but there’s still plenty to discuss in advisor technology—including two potentially industry-changing announcements.  One,...

Top 5 VC Deals of the Week in Fintech (7/8/24)

A Different Game 2024 is shaping up to be a positive for startups, according to data provided by CB Insights on deals...

FINTECH VIEWS: Why Financial Advisors Have to Be Estate Planning Heroes

With myriad benefits to advisors – including building stronger client relationships, connecting with the next generation, and the possibility of bringing held-away assets under their purview – why do so many advisors avoid estate planning conversations with clients?