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Industry Vet James McGrath to Head AlphaTrAI’s Investment Strategy and Advisor Consulting
AlphaTrAI, the tech-driven, San Diego-based asset management firm that leverages artificial intelligence to deliver investment results, has added a third industry veteran to its...
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.
TIFIN AMP Has Announted a Spinoff with Independent Series A Funding
Publisher's Note: TIFIN has forged a unique path in the wealthtech space since its inception and today's annuoncement below continues in that tradition of...
The Taylor Market Report (6/6/23)
La de da. Stocks only go up. What could possibly go wrong? I was involved in the 1987 crash, the dot com bubble and the 2008 financial crisis. I know what can go wrong. Be very cautious & survive (prosper).
Publisher Notes For 6/6/23
Friends, this week has brought more action from the SEC against the digital assets industry with lawsuits against Binance & Coinbase. Think what you will about these regulatory actions, but meanwhile, forward-thinking states like Wyoming queue up stablecoins...READ UP!
MARTECH MINUTES: The Impact of Financial Content Marketing
Content marketing has become an important part of advertising the services of financial advisors & their firms. For advisors, content marketing offers a unique & personal connection with both clients and prospects.
Stablecoins are IN. In Wyoming.
Remember stablecoins? Thought they had fallen by the wayside over the past couple of years? Lost their appeal? Well, stablecoins are IN and are...
Atria’s CUSO Financial Services Snags former LPL Affiliated Clearview Federal Credit Union
Clearview Federal Credit Union, which serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania announced...
Smarsh Names Vinay Mehta Chief Technology Officer
Smarsh, the Portland, Oregon-based digital communications compliance and intelligence firm, appointed Vinay Mehta as Chief Technology Officer, this week. He will lead the global Smarsh...
Sixth Annual Wyoming Blockchain Stampede & WyoHackathon Sept. 11-15 at University of Wyoming |...
Trends in blockchain and related technologies involving Web 3.0, artificial intelligence, cybersecurity, banking and finance, digital assets and esports are among the topics that...