United Planners Selects Upgrades To Its Regulatory Tech Stack with SurgeONE.ai
AI platform to consolidate compliance automation, cybersecurity, and data integration By DWN Staff United Planners Financial Services of Scottsdale, Arizona, has…
AI platform to consolidate compliance automation, cybersecurity, and data integration By DWN Staff United Planners Financial Services of Scottsdale, Arizona, has…
DWN Publisher Notes For 3/3/26 Greetings from Digital Wealth News™ FRIENDS –Yes, that is still Cindy's picture on the left. As you know Cindy passed away a few weeks a…
By Bill Taylor, CEO / Digital Wealth News and AI & Finance DISCLAIMER: The opinions expressed below are solely those of Bill Taylor & do not represent…
Well wadda ya know. After repositioning a few aircraft carriers, a lot of aircraft and drawing a "red line" deadline for negotiating with Iran, BOOM. A new war to kick o…
DWN's innovative podcast series with AI hosts, Al & Ivy, presents the most topical subject of the week and discusses it in an easy to understand conversation from AI…
Firm to leverage Altruist’s Hazel platform to help advisors grow their practices, deepen client relationships and seek better outcomes By DWN Staff Sowell Managemen…
Most financial advisors need to periodically earn continuing education (CE) credits to keep their professional marks and certifications current. For most designations, e…
Fintech Deal Dispatch The industry demonstrated a decisive shift toward institutional-grade infrastructure and high-stakes consolidation. As February 2026 came to a clo…
As we head into March 2026, the digital asset market is finding its footing at a volatile geopolitical crossroads, tightening global regulations, and a major reshuffling…
Innovation pushed boundaries as the industry shifted towards automation. Direct user capabilities also showed strength, giving new impetus to utility. Headlines to t…
Fintech Deal Dispatch As we enter the final week of February 2026, the global fintech landscape leans toward institutional-grade infrastructure and specialized AI-drive…
Well, it happened again. That’s probably the wrong way to look at the big U.S. stock market decline earlier this week, which for the second week in a row was led by…