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Advisor Tech Talk (Week of 09/04/23)

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For those of us who live in tourist locations, the summer season is thankfully over, traffic is easing and some normalcy...

Advisor Tech Talk (Week of 8/28/23)

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Harvest season is upon us, and we have a bumper crop of advisor tech headlines once again this week.  To get us...

INTELLIGENCE FOR GROWTH: How Microplans Can Help Financial Advisors Convert More Effectively

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Meeting new client demands can be a real challenge for financial advisors – particularly when many are already struggling to keep pace with evolving digital technologies.

Publisher Notes For 8/22/23

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Friends, learn about "un-magical things" this week in our Top 5 VC column, check out our busy news week in Advisor Tech Talk (even in the dead of summer) and brush up on the New Normal/Old Normal. READ UP!!

Is the “New Normal” the “Old Normal?”

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"Normals" are getting confusing. New normal, old normal 'expected' normal. Actually, what is "normal?" If you know the answer to that you qualify to be...

BACK OFFICE HEROES: Your Voice is Your Unique Differentiator–Advisors Must Find Theirs

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Financial advisors that establish a sage voice – don’t explain what’s happening, but what it means for the audience – quickly earn trust and loyalty in today’s noisy world.

REAL CLEAR CRYPTO: Blockchain Wars & The Global Quest for Dominance and Adoption

In the digital realm, blockchains emerge as a groundbreaking force, poised to revolutionize industries, redefine traditional notions of trust, and catalyze a silent yet intense global competition.

Advisor Tech Talk (Week of 8/21/23)

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This was not a quiet week on the advisor side of fintech news.  I know, it feels like we find a way...

REAL CLEAR CRYPTO: The Evolution of Web3 Gaming

The gaming landscape has been undergoing a revolutionary transformation, courtesy of the Web3 infrastructure. The future of gaming appears to be gravitating towards this direction.

TIFIN and J.P. Morgan Announce the Launch of TIFIN.AI to Accelerate Thematic AI-powered Fintech...

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Boulder, CO and New York, NY — July 27, 2023 — TIFIN, the leading artificial intelligence (AI) platform for wealth, is thrilled to announce the...