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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...

EATONTOWN, N.J., November 10, 2020 (Newswire.com) - Discovery Data, the market leader in data, insight, and analytics for the...

While we still have a few days in astronomical summer to sort through, for all intents and purposes, summer is over...

In the fast-evolving wealth industry, maintaining enriching client relationships is paramount. Email marketing has shown to be a consistently valuable tool for wealth organizations and their advisors.

Friends, hope springs eternal (and we're all about PMA), but then, there's that reality thing, too - check out "The Time Has Come. Hope is Raging".  Meanwhile Michael Partnow  provides insights into why leaders must take time to ask, "How am I doing?" And make sure to listen to Dr. Daniel Crosby's latest podcast - all here...READ UP!

There’s a lot of wealthtech news to get to, even in a holiday-shortened Advisor Tech Talk, but first we should discuss...

In our recent interview with Teresa Leno, CEO and Founder of Fresh Finance, she explains why making Martech buying decisions in the 4th quarter sets the tone for 2025 advisor marketing success.

Friends, this week we look at all the market events lining up in September & delve into how AI is shaping financial content.  Meanwhile, in addition to reading the weekly sector news in each of our columns, you really should read the openers to our columns Advisor Tech Talk & Top 5 VC this week, they're PHENOM...READ UP!!

Friends, this week we delve into the Community Reinvestment Act and hear about the varied applications of AI in the wealthech startup ecosystem. Meanwhile, we see more VC deals in the sector, albeit at lower funding levels and have several new hires in the advisortech space to report.

Financial advisor guru and self-declared nerd Michael Kitces made a not-so-bold assertion in a recently published report: The pool of desirable clients...