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Prospera Hosts Annual Sales Associate University
Sales assistants are the lifeblood of many financial advisor businesses. Even so, few training programs exist to help...
Advisor Tech Talk (Week of 1/8/24)
Move over 2023, 2024 is starting out with a bang—when it comes to advisor tech news, that is.
Yes, we just wrapped...
Post-Pandemic Martech: Greater Focus on Lead Gen for Wealth Firms
Marketing technology for financial advisors and wealth management firms, which exploded in popularity during COVID-19 social distancing and remote work policies, arguably have become...
The Week in Digital Wealth (11/29/22)
By Chris Robbins
This week in digital wealth there were continued aftershocks from the sudden collapse of crypto...
Early Q4 Leadership and Board Moves Underscore Tech Influence on Wealth Sector
The leaves aren’t the only things changing this fall. As the wealth management and wealthtech industries moves into the fourth quarter, they face an...
The Promise and Limitations of Wealth Management Automation
The potential of automation and artificial intelligence-enabled (AI) programs and tools were thought to ensure a digital revolution across wealth management.
Publisher Notes For 3/22/22
Friends, every week now it seems things are moving to the forefront in fintech on so many fronts. This week we have a powerful op-ed from Dara Albright addressing Biden's recent Executive Order on Digital Assets. In our REAL CLEAR CRYPTO column, John Sarson addresses war, crypto & civil liberties. To soften it all, we finish with a wonderfully inspiring piece - "In One Word: IMPACT" - from JIFFY.ai's Michael Partnow. READ UP!