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Post-Pandemic Martech: Greater Focus on Lead Gen for Wealth Firms

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Marketing technology for financial advisors and wealth management firms, which exploded in popularity during COVID-19 social distancing and remote work policies, arguably have become...

Publisher Notes For 11/23/22

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Friends, we had our Thanksgiving early this year and we're already "turkey'd" up!  We want to wish all of you a beautiful holiday with family & friends and express our gratitude for our wonderful community here at Digital Wealth News!  In the meantime...READ UP!
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NewEdge Advisors Appoints Former LPL Recruiting Leader President

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Parthenon Capital-backed NewEdge Advisors announced the appointment of Steve Pirigyi, a former Executive Vice President of Business Development at LPL Financial, as its new...

Publisher Notes For 11/2/22

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Friends, this week in digital wealth brings us news of a new Ethereum directive at Google, a look at the future of decentralized media, an exploration of the importance of data to FAs and a deep dive into how Reddit is changing crypto markets….. READ UP!

Advisor Tech Talk (11/1/22)

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By Cindy Taylor Friends, next week our lead "Advisor Tech Talk" writer will be back to provide you with all the latest...

Publisher Notes For 10/25/22

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Friends, are we there yet?  Probably nothing. Look before you leap! Our content has many important colloquialisms this week warning you to pay attention to important signals in inflation, crypto trends, business automation and more.  READ UP!

Advisor Tech Talk (10/25/22)

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By Cindy Taylor Friends, we're again filling in for our lead writer this week, who has now lost a beloved family member. ...

WEALTHTECH INSIDER: New Marketing Rules – What CCOs Need To Do Now

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In December 2020, the SEC announced the first substantive overhaul to Rule 206(4)-1 under the Investment Advisors Act in nearly 60 years. The new marketing rules change everything.

WEALTHTECH INSIDER: Welcome to #FinTok – The Viral Space That’s Bridging the Gap with...

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Finktok, also referred to as Financial TikTok or StockTok, is a subcommunity of TikTok users who provide advice, education, and discussions on personal finance in short clips.

Publisher Notes For 10/5/22

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Friends, no matter whether the markets are UP or DOWN, we continue to see major deals and huge movement in the digital wealth sector in all categories.  This week is no exception and we've got the news for you.  READ UP!