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Friends, December used to be a slow news month, but that trend seems obsolete in 2024. We have major industry news (again) for you this week, all synopsized below, plus a wish list for Santa of new wealthtech in 2025(!)...READ UP!| Cindy Taylor, Publisher
After fifteen years, bitcoin hit $100,000 on 12/5/24. Back fifteen years ago a mighty cheer went up when bitcoin hit $1.00
This week's column on digital wealth the world over covers news from Nasdaq, Circle, American Express, CoverGo, Mahalo Banking, and others
In our weekly Advisor Tech Talk column, we dive into the latest wealthtech industry news from Orion, Apex Fintech Solutions, Wealthbox, Vanguard & Nitrogen
Our top 5 VC fundings for the week in digital wealth came to us from Lumin Digital, Vastu Housing, KPay, 9fin, and usdx.money
Anchorage Digital Integrated a Staked Token, Richard Branson's Cruise Line Accepts Bitcoin, Marathon Digital Acquired a Texan Wind Farm
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
There could be some real fireworks next week since Friday (12/20) is the third Friday of the month & the final triple/quadruple/etc. options/futures/etc. expiration. Lots to be unwound at year's end - especially this year. We'll see
Michael Partnow, Group President, Wealth Management, JIFFY.ai discusses how wealth organizations should approach their technology wish lists for 2025
Clean data is accurate, complete and free from errors or inconsistencies. It should be up-to-date, non-duplicative and relevant
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
In this week's podcast, our dynamic AI duo - Al & Ivy - discuss Sovereign Wealth Funds, highlighting their purposes, which range from economic stabilization and intergenerational wealth transfer to domestic economic development
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