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What's the state of the wealthtech industry thus far in 2023? I got off a call earlier today with two of the...

By Teresa Leno Social media 'tech chat' has been dominated by ChatGPT, a chatbot that tallied up to 1M users in under...

By Christopher Hamman The digital wealth industry has remained largely unaffected by the recent spate of tech layoffs.  The...

With today's economic challenges and a changing client demographic as younger generations inherit, firms and advisors will need to plan how they communicate with current clients and attract new ones to grow AUM.

Summary: You’ve been to niche to grow, but should you?  To balance out the great advice in episodes 36 & 38 we wanted to...

Inflation is still high. Commodities are ticking up again. As far as I know, the Fed is still raising rates and employment layoffs are gaining momentum. And that pesky recession looms larger.

Friends, crypto is up, markets are flat, VC is down and it's a TOTAL MASH UP of news out there in the fintech sector.  This week we've got some great new podcasts for you plus a really fun piece from DWN CEO Bill Taylor on the similarities in markets & baseball, quoting the inimitable Yankees great Yogi Berra! READ UP!

Summary: Asking for referrals tends to be taught as the gold standard for growing ones business, but is it?  Asking for referrals in fact...

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.

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...