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: 5 Things Advisors Must Do Now To Grow AUM in 2025
Continuous marketing is critical to expanding your client base and growing your AUM. Here are five 'marketing things' that every advisor must deploy now to grow their business in 2025.
LESSONS IN POP CULTURE | “Rock n Roll Star(s)” Lessons
The British rock band Oasis announced a long-awaited reunion in late September 2024, with a tour in 2025 that will include stadium shows in...
The Taylor Market Report (9/24/24)
If everything is so good why are stimulus programs (China for one) being enacted and central banks cutting interest rates? Market tops don't happen when everyone is bearish.
DWN Publisher Notes For 9/25/24
Friends, you must check out Chris Robbins' opener in this week's Advisor Tech Talk about the state of continuing education in the industry and the endless industry events (are they really worth it?) Meanwhile, in Defi Diaries, we explore Blackrock's continued foray in to BTC and that's just the tip of the iceberg in this week's industry news coverage...READ UP!
MARTECH MINUTES: Prospect Email Communication: How to Avoid Fines
A compliance-focused approach to prospect email marketing can help ensure that advisors can effectively connect with prospects without failing to comply with the CAN-SPAM Act.
The Taylor Market Report (9/17/24)
Going neutral on everything. It's too much to handle right now. I fully expect a whole lot of "shenanigans" before the 'scheduled' election. When in doubt, sit it out.
DWN Publisher Notes For 9/18/24
Friends, it seems that every week brings us more bizarre and disturbing news, but even so, we remain optimistic for a bright future ahead for America. Meanwhile, we have SO MUCH news to report including a massive $1B AI funding, a new geo-politicl intelligence firm for the wealth sector (sounds very James Bond) and a look at the current state of common sense in markets...READ UP!
MARTECH MINUTES: Email Marketing’s Relevance in the Wealth Industry
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.
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.