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Smarsh Announces Annual Services Plan, Bringing ‘Service Now’ to Enterprise Compliance
Smarsh is shaking up the digital communications compliance landscape with its latest option: the Annual Services Plan (ASP). According to a recent announcement, this...
FORG Provides Turnkey, White-Lable Tech and Real Solutions to Family-Offices
More than a decade ago, turnkey asset management platforms upended the wealth management industry. A new company is trying to do something similar by...
WEALTHTECH 3.0: Founders Arena Welcomes Third Cohort of Startups Innovating Financial Services
The Founders Arena WealthTech Accelerator, in partnership with SEI®, First Rate, Inc., Republic Capital Group, the City of Arlington, and the Arlington Economic Development Corporation, has officially announced the third cohort of startups participating in its global accelerator program.
MARTECH MINUTES: Why Wealth Organizations Should License Martech Now for 2025
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.
AlphaTrAI Continues to Execute Growth Strategy, Acquires Anchor Advisory Services
AlphaTrAI, an AI-driven technology solutions and services provider based in San Diego, has expanded its footprint by acquiring Anchor Advisory Services (“Anchor”), a scheduling...
MARTECH MINUTES: Marketing Compliance in the Wealth Industry |5 Best Practices
Due to the industry's highly regulated nature, marketing efforts must adhere to strict compliance standards to ensure that all communications with the public are within legal and ethical boundaries.
MARTECH MINUTES: Advisor Recruiting: ‘Free’ Enterprise Marketing Services and Tools
The wealth industry has evolved, and free advisor marketing services and tools empower advisors with invaluable resources to attract more clients and retain existing ones.
FINTECH VIEWS: How Technology Is Propelling Success in Multi-Family Offices
Recent Federal Reserve data indicates that the top 10% of families account for almost three-quarters of U.S. wealth. These affluent families have complex wealth management
needs.
FINTECH VIEWS: Selling Your Financial Practice
By Kristen Grau, CPA, CVA, CEPA, Executive Vice President
More than a third of financial advisors managing 40% of industry assets are projected to retire by...
AI EDUCATION: What is Voice Cloning?
Each week we find a new topic for our readers to learn about in our AI Education column.
This week, we are looking into...