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MARTECH MINUTES: Bad Economy? Increase Your Advisor Marketing

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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

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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

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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

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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...

Financial Advisors Increasing With Younger Generations

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Overall, the results proved that younger people are becoming increasingly aware of the need to secure their financial foundations better...
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DWN Publisher Notes For 6/19/24

Friends, have you considered voting for an AI for Congress?  Well, it's happening in the UK for a Parliament seat.  Meanwhile, we saw a MASSIVE $650M funding in the financial research sector this past week. The news continues, even during the "slow" summer months...READ UP!

The Week in Digital Wealth (6/18/24)

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The industry shifted from embedded integrations to partnerships. Unveiled solutions (also) had a utility focus, solving customer-related problems (seamlessly). Headlines to take note of: The...

Decentralized Diaries for the Week of 6/18/24

Industry ups and downs continued as simmering regulatory actions showed a slight slowdown. That said, safety is (still) an issue with rising security concerns. The...

Advisor Tech Talk (Week of 6/18/24)

It’s probably not happening in 2024, and thus, advisors should breathe a sigh of relief.  As consumers continue to explore fintech and...

FINTECH NEWS: How Technology Is Propelling Success in Multi-Family Offices

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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.