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The Week in Digital Wealth (10/17/23)

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  The industry continued bringing out solutions that solve everyday problems with digitization and AI at the core. Enfusion launched its management offering. Citi successfully integrated with...

WEALTHTECH INSIDER: There Are Better Ways to Measure Financial Success Than Returns

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Measuring success in investing in terms of the performance of financial markets has very little to do with real life. Real people have goals & some of those goals are essential to achieve, while others are more aspirational.

INTELLIGENCE FOR GROWTH: 6 Ways to Use Content to Help Your Clients Through...

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Advisors can help keep their clients on track through current turmoil with some timely and highly-personalized messaging, said Jay Manciocchi, Head of Content at TIFIN Clout

STANDARD DEVIATIONS PODCAST: Amanda Clayman – Money’s Messy Middle

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Amanda Clayman. Amanda Clayman is widely recognized as a leader in...

Inflation vs. Actual Cost. Revealing.

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You've heard this before ... "If inflation is moderating why do I always seem to have less money?" Well, it's tricky and can be...

MARTECH MINUTES: Attract & Retain Clients Using Finance Content

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Content marketing is an effective way to establish credibility for your advisors while creating trust between them and their clients and prospects.

STANDARD DEVIATIONS PODCAST: Stacy Havener – The Scientist and the Storyteller Miniseries

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Stacy Havener.c This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby...

The Week in Digital Wealth (9/4/23)

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Happy New Month and Labor Day! Things quietly hummed as the markets steadied and reactions continued to trail the release of Non-Farm Payroll (NFP) data. That...

Top 5 VC Deals of the Week in Fintech (9/4/23)

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Not so fast... Amid unicorns, 'hot' startups, and dreams of IPOs, tech startups previously experienced growth and sector-wide expansion, a period that...

Decentralized Diaries for the Week of 8/28/23

Is the cryptospace a dark place with no scruples? A former SEC chairman seems to think so. That said, an analyst at J.P. Morgan thinks the...