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BACK OFFICE HEROES: Why Technology Now Belongs At The Center Of Client Relationships
Many advisors who have had a love-hate relationship with technology are coming to embrace tools necessary to evolve and grow their practices for the future.
Goodbye, Farewell, Ciao, Cheers, Au Revoir, See You Later (Maybe)
Time to seriously think about leaving?
Just like people have fled states like New York, Illinois and California, both for economic and social reasons, America's...
REAL CLEAR CRYPTO | OP-ED: Gary Gensler’s Reign At The SEC May Be Ending
As Gary Gensler took control of the SEC as Chairman in April 2021, there was already a deep understanding in Congress and at the SEC as to how crypto should be regulated to protect investors.
STANDARD DEVIATIONS PODCAST: Dr. Michael Thomas Jr. – Financial Empathy
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Dr. Michael Thomas Jr.
Michael G. Thomas Jr., Ph.D., is an Accredited...
Advisor Tech Talk (Week of 6/12/23)
There are no summer doldrums (yet) to be found in the wealth tech space, as we have another interesting collection of...
Decentralized Diaries For The Week of 6/13/23
By Christopher Hamman
Gary Gensler stepped in when we all thought we were in for a hot crypto summer.
Then again, regulatory pushback is...
AI ILLUMINATIONS: Leveraging Automation Technology During Crises
Have you thought about how rising interest rates will affect the banking and wealth industries? Or how these internal problems can be solved, and failures circumvented using emerging technology?
MARTECH MINUTES: The Value of Enterprise Marketing Technology
Enterprise marketing technology (EMT) involves using advanced software and platforms to streamline processes, collect data, automate tasks, and increase the reach of a company’s marketing efforts.
INTELLIGENCE FOR GROWTH: 3 Ways Advisors Can Drive Social Media Engagement
With about 4.5 billion people using social media globally, it’s critical for financial advisors to not only be on social media, but to stand out from the crowd.
WEALTHTECH INSIDER: Why Email Campaigns Still Matter
The email inbox, for many, has become a symbol of workplace conversations that never end and newsletters that a person has forgotten they signed up for in the first place.