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Dwealth News

Covering Digital Finance The World Over

Cindy Taylor

DWN Publisher Notes for 12/4/24

Friends, and just like that, we're now into December. This week we have a timely read from industry giant Joe Mrak on how to establish a charitable practice for HNW families with - you guessed it - technology - perfect timing for the holidays...READ UP!| Cindy Taylor, Publisher

Interested in getting your brand in front of the massive & high level audiences of Digital Wealth News and AI&Finance? Click here to schedule a zoom meeting w/ publisher Cindy Taylor

News | Markets

Cindy Taylor

Four Whitepapers on Artificial Intelligence in Finserv From the Big Sky AI Roundtable

Make sure to check out the whitepapers from our recent Big Sky AI Roundtable from JIFFY.ai, Greenline Consultants, Inc., Fidelity Labs and AXOS Clearing

The Week in Digital Wealth (12/4/24)

This week's column on digital wealth the world over covers news from 24 Exchange, BNY Mellon, Quicken, Mbanq, NCR Atleos, and others

Cindy Taylor

Advisor Tech Talk (12/4/24)

In our weekly Advisor Tech Talk column, we dive into the latest wealthtech industry news from Envestnet, TIFIN, Broadridge, Communify Fincentric & Range

Top 5 VC Fundings of the Week in Fintech (12/3/24)

Our top 5 VC fundings for the week in digital wealth came to us from Partier, WadzPay, Cardless, Range, and Boosted.ai

Cindy Taylor

Decentralized Diaries for the Week of 12/3/24

Bitwise Filed for a Crypto ETF, Polkadot 2.0 will Occur in Q1 2025, BlackRock's BUIDL Has a DeFi Stablecoin Deployment

DWN AI Index™

Cindy Taylor

DWN AI Index™

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

Thought Leadership

Cindy Taylor

The Taylor Market Report (12/3/24)

Barring anything earth shattering, the year may already be over. Gold looks to have settled just above/below $2,600, the S&P 500 (equities) look to finish at, or near, record highs. BUT there may be a bit of life left in the crypto area - specifically BTC & ETH. Otherwise, holiday time rules

Cindy Taylor

FINTECH VIEWS: Elevate Your Wealth Practice with PhilTech

Many wealth management firms and practitioners are not dedicating a proportionate amount of time to charitable giving and should be, according to Joe Mrak, CEO of Foundation Source

Cindy Taylor

MARTECH MINUTES: Why Advisors Need In-House Marketing Services

Investing in advisor marketing support and enterprise solutions is an indispensable part of a wealth organization's growth strategy

Podcast

Cindy Taylor

DWN's Al and Ivy (AI) Podcast, Episode 6 - The History of Bitcoin

In this week's podcast, our dynamic AI duo - Al & Ivy - disucss the history of Bitcoin, from its genesis block in 2009 by the pseudonymous Satoshi Nakamoto to its price volatility and mainstream adoption

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