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Advisor Tech Talk (Week of 9/18/23)
This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.
Not to...
Publisher Notes For 3/8/23
Friends, Daylight Savings Time comes to us this weekend. As we "spring ahead", so, too, does the news & thought leadership in fintech, wealthtech & digital assets, all right here. READ UP! | Cindy Taylor, Publisher
Advisor Tech Talk (Week of 3/7/23)
While it wasn’t the busiest week in advisor tech news, there were a few announcements with major repercussions for the financial...
As Focus Turns to Organic Growth Over M&A, Wealth Managers Combining Digital Engagement and...
With M&A markets much less frothy this year compared to recent prior years, many wealth management firms have shifted their focus to organic growth in the form of recruiting more financial advisors and helping existing advisors win more client relationships.
REAL CLEAR CRYPTO: Bitcoin at $23,000… to Chase or Wait?
So far January has been a great month for crypto assets with most large-cap tokens up a respectable 35%+ for the month. Bitcoin is trading at $23,000 and Ethereum is trading just shy of $1,600.
Post-Pandemic Martech: Greater Focus on Lead Gen for Wealth Firms
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 10/5/22
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!
Publisher Notes For 8/24/22
Friends, here we go back at it this week with a look at the real metrics clients should use to measure financial success, how crypto education is crucial for advisors right now and an important op-ed on an op-ed (yes you read that right) that you won't want to miss. READ UP!
Advisor Tech Talk (8/23/22)
By Christopher Robbins
I splurged recently.
Wait a minute, let’s start over. I splurge all the time. I love going to record stores...
Advisor Tech Talk (7/27/22)
By Christopher Robbins
“Never count your chickens before they hatch” should be a maxim...