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FINTECH VIEWS: Leadership 101 – Is Mastery of Digital Solutions a Prerequisite?

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Empowering others to succeed is the essence of leadership. For asset managers and investment professionals in—or near—the C-suite at their firms, this mandate extends...

WEALTHTECH 3.0: Why RIAs Need to Pay Attention to Next Generation Entrepreneurs

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Advisors have generally focused succession planning on the familiar: a white male business owner seeking a payout through an exit of some sort. However, there’s a significant shift in who’s wealthy.

MARTECH MINUTES: Advisor Recruiting: ‘Free’ Enterprise Marketing Services and Tools

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The wealth industry has evolved, and free advisor marketing services and tools empower advisors with invaluable resources to attract more clients and retain existing ones.

Advisor Tech Talk (Week of 7/9/24)

Another summer holiday week is in the books, but there’s still plenty to discuss in advisor technology—including two potentially industry-changing announcements.  One,...

Top 5 VC Deals of the Week in Fintech (7/8/24)

A Different Game 2024 is shaping up to be a positive for startups, according to data provided by CB Insights on deals...

FINTECH VIEWS: Why Financial Advisors Have to Be Estate Planning Heroes

With myriad benefits to advisors – including building stronger client relationships, connecting with the next generation, and the possibility of bringing held-away assets under their purview – why do so many advisors avoid estate planning conversations with clients?

STANDARD DEVIATIONS PODCAST: Andy Baxley – The Power of Financial Purpose

This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Andy Baxley, Senior Financial Planner at The Planning Center. Andy works with...

AI & Finance™ | News for the Week Ending 7/5/24

Happy Independence Day and welcome to another busy edition of AI & Finance.  Today, before we get to our headlines, we’d like to introduce a...

The Taylor Market Report (7/2/24)

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Well, the second half of the year has begun. Is it all you had hoped for so far? The Fed didn't cut interest rates yet, but now they have fewer days remaining this year to do so. Hope springs eternal.

2024……….Part 2

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Well, isn't this going to be interesting. The second half of the year is just beginning and already the drama (?) and suspense is...