There could be some real fireworks next week since Friday (Dec. 20th) is the third Friday of the month and the final triple/quadruple/etc. options/futures/etc. expiratio…
The often-slower pace of December provides the perfect opportunity to look back on a consequential year for digital innovation in the wealth management space and forward…
When it comes to intel in financial services, “the more the better” is the rallying cry that has launched a thousand data collection platforms. The creation of these agg…
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…
DWN's new podcast series with AI hosts, Al and Ivy, presents the most topical subject of the week and discusses it in an easy to understand conversation from AI-generate…
Choreo, a national RIA with approximately $24.6 billion in assets under management and advisement as of last year, launched its new Choreo Tax Advantage, a “first-of-its…
Indianapolis-based Sanctuary Wealth recently announced the expansion of its Sanctuary One wealth management platform by leveraging BNY Pershing's Wove technology. The ne…
Wealth industry marketers want Martech tools that reduce swivel chairs and time this holiday season. Here's the list of the most desired tools for the fiinancial service…
When debt is celebrated Week after week, startups receive funding and celebrate the win. Money flows, tech advances, and egos inflate. However, many fail to consider th…
The holidays are with us again and the industry shifted to accommodate user's needs as the year winds down and 2025 product launches come into view. Headlines to ta…
The mix of government, the private sector, and innovation remained on the precipice, with January's transition affecting key players' moves. The headlines: Acco…
Greetings, friends, and welcome to another Advisor Tech Talk—and don’t stop me if you’ve heard this one before—it's a busy week for wealthtech. Before we get to our he…