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MARTECH MINUTES: Bad Economy? Increase Your Advisor Marketing
Digital Wealth News recently met with Teresa Leno, CEO and Founder of Fresh Finance, to gain her insights into what wealth industry organizations should be doing regarding marketing in a slow economy.
MARTECH MINUTES: Why a Slow Economy is the Best Time to Increase Your Marketing
When a sluggish economic period sets in, many businesses swiftly resort to playing safe, which commonly means scaling back or halting marketing initiatives.
MARTECH MINUTES: How Compliant MarTech Increases Advisors’ Bottom Lines
When it comes to marketing, it's a combination of science & technology that must combine to produce results. In the finserv industry, CMOs & marketers are changing how they manage marketing technology.
As Markets Evolve, RIA Firms Can Utilize Alts to Increase Enterprise Value
By Steven Brod
For years, recurring and predictable revenues were among the biggest advantages that the fee-based side of the wealth management industry (including Registered...
Financial Advisors Increasing With Younger Generations
Overall, the results proved that younger people are becoming increasingly aware of the need to secure their financial foundations better...
AI EDUCATION: What Is a Transformer (and Is It More Than Meets the Eye)?
Each week we find a new topic for our readers to learn about in our AI Education column.
Full confession mode here: I am a child...
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...
FINTECH VIEWS: Marketing Beyond CRM
From their beginnings as a repository and organizer of client information to their current functionality, which includes integration, automation, customization, analytics and more, Customer...
Advisor Tech Talk (Week of 11/20/24)
It’s another week, and wealthtech is bigger and busier than ever before.
And if you think wealthtech is big—we'll refer you below...
AI ILLUMINATIONS: Tech Planning for the Next Year – What Wealth Organizations Must Do...
Manish Pandey, Senior Vice-President, and Head of Banking at JIFFY.ai shares with Digital Wealth News™ readers what financial institutions must do now as they prepare for 2025 and beyond.