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MARTECH MINUTES: Prospect Email Communication: How to Avoid Fines
A compliance-focused approach to prospect email marketing can help ensure that advisors can effectively connect with prospects without failing to comply with the CAN-SPAM Act.
AI & Finance™ | News for the Week Ending 9/20/24
Welcome to another edition of AI & Finance bursting at the seams with financial artificial intelligence news!
This week we have items from some of...
Sanctuary Recruits $2.2 Billion Centel Wealth
The New Haven, Connecticut-based Centel Wealth Advisory, a practice with over $2.2 billion in individual client and institutional assets, joined Sanctuary Wealth, the firm...
FSI Vet Chris Paulitz Named to Haven Tower Advisory Board
The former Financial Services Institute (FSI) executive, Christ Paulitz, joined Haven Tower Group's board of advisors, the communications, marketing and brand strategy agency for the wealth...
The Arkin Group Launches TAG Intel, Unlocking CIA-Level Geopolitical Intelligence for Wealth Management
NEW YORK--(BUSINESS WIRE)--The Arkin Group (“TAG”)— a boutique strategic intelligence firm led by a former CIA leader Jack Devine— is proud to bring the...
Advisor Tech Talk (Week of 9/17/24)
While we still have a few days in astronomical summer to sort through, for all intents and purposes, summer is over...
The Week in Digital Wealth (9/17/24)
Slight friction between regulators and industry players signaled (forthcoming) interesting interactions between both parties. Everything continued humming as usual, but a user-centric approach to...
Decentralized Diaries for the Week of 9/17/24
Despite fraudulent activities, everything continued to buzz with expanded institutional adoption. That said, the lack of regulatory clarity kept showing up with incoming legislation...
MARTECH MINUTES: Email Marketing’s Relevance in the Wealth Industry
In the fast-evolving wealth industry, maintaining enriching client relationships is paramount. Email marketing has shown to be a consistently valuable tool for wealth organizations and their advisors.
WEALTHTECH 3.0: Beyond the Game – Empowering All College Students to Reach Their Full...
Our recent conversation with Pamela Cytron, President of The Founders Arena Wealthtech Accelerator, explores the implications of NIL and how parallel opportunities must be available for non-athlete students equally poised to impact society profoundly.