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WEALTHTECH 3.0: Beyond the Game – Empowering All College Students to Reach Their Full...
Our recent conversation with Pamela Cytron, President of The Founders Arena Wealthtech Accelerator, explores the implications of NIL and how parallel opportunities must be available for non-athlete students equally poised to impact society profoundly.
LESSONS IN POP CULTURE | What Professional Arm Wrestling Can Teach Us
By Michael Partnow
In my continued pursuit to attend sporting events of all “types” in person, I am thrilled to share that I just attended...
STANDARD DEVIATIONS PODCAST: Dr. Randall Stutman – A Behavioral Approach to Leadership
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Randall Stutman.
Dr. Randall Stutman is a leadership scientist dedicated...
Dr. Maureen Schumacher Joins Smarsh as Chief Marketing Officer
Smarsh, a digital communications compliance and intelligence company, announced the appointment of Dr. Maureen Schumacher as its new Chief Marketing Officer. She will lead...
AI EDUCATION: What is the Difference Between Artificial Intelligence & Machine Learning (AI/ML)?
We thought it would be interesting for our readers to get a good grasp on the definitions of "artificial intelligence" and "machine learning" in...
FreshFinance & ReachStack Partner to Offer Improved Advisor Communications
Fresh Finance and ReachStack recently announced a partnership to integrate a new layer of analytics, AI, and intelligence into their next generation of digital...
WEALTHTECH INSIDER: 6 Lessons Small Businesses Can Teach New RIAs
Newly-established RIAs are exciting. Independent advisors can pick the tools they want, build their own culture, and hone in on the clients that will help them grow. When you’re looking for ideas about your new practice, don’t count out the hard-earned lessons of your fellow small businesses.
Rethink. Financial Advice Podcast: Goldman Sachs Supporting Independent Advisors With Richard Lofgren
With the recent sale of United Capital there’s been a lot of talk about what Goldman Sachs is focusing on. Turns out quite a bit...
WEALTHTECH INSIDER: Revisiting Three Steps to Help Protect Your RIA from Data Breaches
Data security breaches grab headlines every day, exposing businesses & their clients to grievous costs & potential liabilities. In the first half of 2021, more than 1,700 data breaches have exposed about 18.8 billion records.
INTELLIGENCE FOR GROWTH: Yes, Algorithms Can Teach Financial Firms More About People
Personalization can be key to helping wealth management clients weather volatility—but it’s easier for some than others. But how do growing financial advisory firms personalize timely messaging and content?