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STANDARD DEVIATIONS PODCAST: Dr. Tom Howard – Behavioral Finance and Asset Management
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Tom Howard of Athena.
Dr. Howard oversees Athena’s ongoing research which has...
Decentralized Diaries For The Week of 3/22/23
By Christopher Hamman
It looks like things are heating up for the crypto space!
Despite the regulatory pushback, things are looking up.
Crypto crime is...
REAL CLEAR CRYPTO: US Crypto Banking Embargo Brewing?
With the FDIC’s March 12th seizure of Signature Bank, what started as a bank run on Silvergate Bank has become a coordinated attempt by the FDIC to remove crypto related firms from banks in the United States.
MARTECH MINUTES: How Wealth Management Firms Can Grow Harnessing Financial Content
Research suggests that proactive & frequent communication with clients leads to higher satisfaction, and as communication frequency increases, we see customer satisfaction scores increase by 52 percent.
AI ILLUMINATIONS: “Lights, Camera, Action”
Every value chain member must have an ideal experience with access, transparency, and actionable data. The tech must be able to understand and solve the pain points of the investor, advisor & home office.
BACK OFFICE HEROES: The First Step in the Financial Planning Process is Client Data...
Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship.
Top 5 VC Deals of the Week in Fintech (3/22/23)
Last week was one for the record books for founders, funders, and The Fed. Let’s throw in the American public, too,...
The Week in Digital Wealth (3/22/23)
By Christopher Hamman
Last week went by with diminished fears of a total banking sector coming to a...
Advisor Tech Talk (Week of 3/22/23)
This week in advisor tech news we have a small flurry of announcements from last week’s T3 conference in Tampa, as...
WEALTHTECH INSIDER: Redefine the Client Experience with the Client Portal
An up-to-date client portal needs to offer a streamlined, unified experience for investors and prospects, said Josh Benson, Vice President, Business Development at Orion Advisor Solutions