All Stories

4,312 stories
Advisor Tech Talk (Week of 11/27/24)
Advisor Tech Talk

Advisor Tech Talk (Week of 11/27/24)

Well, it finally happened, which means this week in Advisor Tech Talk we’re going to have to talk about it: Robinhood is getting into the wealth management business.  R…

By Christopher Robbins · Nov 25, 2024
Decentralized Diaries for the Week of 11/26/24
Decentralized Diaries

Decentralized Diaries for the Week of 11/26/24

Industry integrations paved the way for crypto adoption as new players considered entering the industry—the new winds of change in D.C. may have something to do with tha…

By DWN Staff · Nov 25, 2024
Strive’s Direct Indexing Now on Fidelity and Schwab
Industry Briefs

Strive’s Direct Indexing Now on Fidelity and Schwab

Financial innovation is intersecting with technology in the investment management space: Strive Asset Management's latest announcement to bring its Direct Indexing, powe…

By DWN Staff · Nov 25, 2024
FINTECH VIEWS: 2024 - The Year of AI Escalation
Fintech Views

FINTECH VIEWS: 2024 - The Year of AI Escalation

By Jeff Nash, Bridgemark Strategies As we prepare to close the book on 2024, many of us will reflect upon what happened during the year, why it mattered and what it m…

By Guest Contributor · Nov 24, 2024
AI & Finance™ | News for the Week Ending 11/22/24
AI & Finance | News

AI & Finance™ | News for the Week Ending 11/22/24

Here at AI & Finance, I believe that, week in and week out, we offer an editorial tableau that stands as a convincing argument that, if artificial intelligence is in…

By Christopher Robbins · Nov 21, 2024
Top 5 VC Deals of the Week in AI (11/22/24)
Top 5 VC Deals | AI

Top 5 VC Deals of the Week in AI (11/22/24)

This week we continue our series on the top 5 VC-funded deals in AI. This was a very busy week around the world in AI venture funding, with two deals ex…

By Christopher Robbins · Nov 21, 2024
DWN ROUNDTABLES: Marketing Beyond CRM
DWN Roundtables

DWN ROUNDTABLES: Marketing Beyond CRM

From their beginnings as a repository and organizer of client information to their current functionality, which includes integration, automation, customization, analytic…

By DWN Staff · Nov 20, 2024
The Taylor Market Report (11/19/24)
Taylor Report

The Taylor Market Report (11/19/24)

BITCOIN BITCOIN BITCOIN. The biggest beneficiary of the new presidency appears to be bitcoin (crypto in general). At long last, regulatory relief is here. Additionally,…

By Bill Taylor · Nov 19, 2024
DWN Publisher Notes For 11/19/24
DWN Publisher Notes

DWN Publisher Notes For 11/19/24

Friends, how is it possible that NEXT WEEK is Thanksgiving already?  As we move toward the holidays, it's interesting to note that industry news REALLY ramped back up af…

By Cindy Taylor · Nov 19, 2024