Read this email in your web-browser
Friends, we want to thank everyone who made the big trip to Bozeman last week for the Big Sky AI Roundtable. Greg Woolf did a great write up of the conference for us below. Meanwhile, the industry news continues and you'll find it all here...READ UP!| Cindy Taylor, Publisher
Surprise. There's a U.S. presidential election next week. Thatwould explain all the "please vote for me" flyers in the mailbox each day
This week's column on digital wealth the world over covers news from Nasdaq, J.P. Morgan, Q2, BNY Mellon, Visa, USAID, and others
In our weekly Advisor Tech Talk column, we dive into the latest wealthtech industry news from Advyzon, Nitrogen, Envestnet, Uptiq & Wealth.com
Our top 5 VC fundings for the week in digital wealth came to us from Splitero, Finix, Moneybox, Agrolend, and Arab Financial Services
Circle's CEO Affirmed its IPO Plans, The SEC's Crypto Scrutiny Will Increase in 2025, Consensys Wrote the Future American President
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
Digital Wealth News' new podcast series with hosts, Al and Ivy (AI), presents the most topical subject of the week and discusses it in an easy to understand conversation from AI-generated personas. This week the dynamic duo discuss TARIFFS...VIEW HERE
Not having any inside information, it doesn't appear that another interest rate cut is coming. Probably for the best since after the last cut, rates actually went up. There is really no pressure to cut rates anymore either. Voters have voted so political pressure is off
AI-generated images represent both a promising opportunity and a potential minefield for wealth organizations
The overarching theme from the recent Big Sky AI Roundtable was clear: personal connections between advisors and clients are paramount
Today's challenge is that cybersecurity is a moving target, and even more complex for those in the wealth management arena
Per Larry Casey of Cambridge Investment Research, Inc., "cyber threats keep evolving, so our approach to them needs to evolve as well"
Industry Briefs
AI & Finance™
Bozeman • MT • 59715 • USA
https://dwealth.news
Unsubscribe