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Friends, FINTECH IS STILL RIPE FOR INNOVATION. We recently registered on a legacy vendor system and it was NOT "efficient", and that's a vast understatement. In this age of AI where the best and brightest minds are re-writing the way finserv functions, I am sure our industry can do better. Meanwhile, another great newsletter awaits you here... READ UP! | Cindy Taylor, Publisher
It finally happened. Fed Chair J. Powell did what everybody wanted. He eased interest rates. Investors had waited all year for this
This week's column on digital wealth the world over covers news from Bloomberg, FactSet, Messari, PayPal, American Express, Alkami and others
In our weekly Advisor Tech Talk column, we dive into the latest wealthtech industry news from Wealthbox, Envestnet, Altruist, Orion, InvestCloud & Foundation Source
Our top 5 VC fundings for the week in digital wealth came to us from Koho, Carmoola, Rogo, SecondLive, and RD Technologies
CZ Made $25m Daily from prison, Crypto's September Losses Hit $120m, Gemini Revealed Canadian Closure Plans, Bithumb Has Nasdaq Listing Plans
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, updated M-F ... DAILY UPDATES HERE
It might just be that the month of October is going to be a big nothing, sprinkled with a touch of bullishness and a dab of bearishness. Very nervous and skittish. What with wars, geopolitical events, election uncertainty and a slew of possible black swan events, sitting on your hands and doing nothing is the correct action
Wealth industry marketing teams are facing budget cuts and M&A. But with a flexible approach, they can survive and thrive
The advisor transition process is constantly evolving, with new regulations, technologies & business models creating the transition landscape
In a world where digital innovation drives engagement, Prudential Financial, Inc. (NYSE: PRU) has unveiled its new Hispanic Market Campaign
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