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Friends, we have some fascinating content this week, including a look at the difference between financial wellness and financial independence, how women are evolving the wealthtech industry (and the challenges they still face) and two very different but compelling looks at the marketing landscape in finserv currently. READ UP! | Cindy Taylor, Publisher
Third-party, digitally-enabled marketing solutions focused on driving lead gen for independent financial advisors continue to proliferate
This week's column on digital wealth the world over covers news from Liquidnet, Imandra, DTCC, Cboe, Visa, Oracle, Equifax, and others
In our weekly Advisor Tech Talk column, we dive into the latest wealthtech industry news from Advisor360, TIFIN, Carson Group, iPipeline & more
Our top 5 VC deals for the week in digital wealth came to us from Rippling, Midas, Movement Labs, Vixtra, and Pomelo
Prosecutors Pushed for a Three-Year Sentence for CZ, PayPal Unveiled Green Bitcoin Mining Plans, BNY Mellon revealed Bitcoin ETF Exposure
The DWN AI Index™ is a new benchmark stock index of the artificial intelligence (AI) sector. The index is comprised of a diversified group of stocks deriving a significant percentage of their revenue from AI applications, and is updated M-FCLICK HERE FOR DAILY UPDATES
We're giving you a sneak peak here of our new M/W/F newsletter The Daily AI™. Our latest media launch is broader in scope - going beyond finserv - to the entire AI/ML ecosystem. We think you will love it...... CLICK HERE TO VIEW AND SIGN UP
I love BITCOIN and ETH and have for a very long time. Long term holder. BUT, now is not the time to be in BTC or ETH. Lighten up or be out. Things are getting nasty. I just can't be short, so I am neutral
AI for image generation in the wealth industry promises significant potential but also raises questions about trustworthiness
In a recent interview with Pamela Cytron, President of The Founders Arena, we discussed women in wealthtech, their challenges and opportunities
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