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MARTECH MINUTES: A Best-of-Breed Approach to Marketing

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When it comes to marketing, it's a combination of science and technology that must combine to produce results. In the financial service industry, CMOs and marketers are changing how they manage MarTech.

Markets & Baseball: “It Ain’t Over ’til It’s Over”

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It seems like a very appropriate time to bring up some quotes from the famous (or infamous) Yogi Berra and apply them to today's...

REAL CLEAR CRYPTO: What Does Bullish Mean in Crypto?

The things that make a cryptocurrency market, whether Ethereum (ETH) or Bitcoin (BTC), trend upwards (bullish) or trend downward (bearish) are the same things that give value to the crypto in question.

The Future of TAMPs in 2023 and Beyond

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As the wealth management industry continues to evolve, some of its high-profile stalwarts – Turnkey Asset Management Platforms (TAMPs) – are facing challenges on...

Advisor Tech Talk (1/24/23)

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Friends, it's been a slow go in the wealth management technology space as we moved into 2023, but the advisortech sector...

Decentralized Diaries For The Week of 1/24/23

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By Christopher Hamman Crypto winter is on its way out! Token prices continued to rise, regardless of the continuing contagion and enforcement actions taken...

COMPLY C-Suite Appointments Support Continued Integration

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COMPLY, a New York-based provider of compliance software, consulting and education resources for the financial services sector comprised of ComplySci, RIA in a Box,...

The Taylor Report (1/17/23)

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Sorry bulls. Recessions are NOT bullish. Higher rates are NOT bullish. Uncertainty is NOT bullish. Real estate weakening is NOT bullish. Wake up and smell the reality. S&P 500 (equities) drop anther 20%.

Publisher Notes For 1/17/23

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Friends, politics & markets are heating up in the new year, but the digital wealth space is just hitting its stride and we've got so much new thought leadership & sector news (+deals) to report on this week!  READ UP!

Advisor Tech Talk (1/17/23)

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The advisortech sector keeps on keepin' on with several important new announcements coming at us in the first week after the...