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FINTECH VIEWS: Marketing Beyond CRM
From their beginnings as a repository and organizer of client information to their current functionality, which includes integration, automation, customization, analytics and more, Customer...
Advisor Tech Talk (Week of 11/20/24)
It’s another week, and wealthtech is bigger and busier than ever before.
And if you think wealthtech is big—we'll refer you below...
The Week in Digital Wealth (11/19/24)
Things settled down to a steady hum, with integrations dominating the Fintech conversation. Utility returned as innovators continued to find new ways to handle...
Decentralized Diaries for the Week of 11/19/24
Last week was all about blockchains. Every institutional behemoth had an interest in blockchain-related issues. On the other hand, the regulatory drama continued to...
Top 5 VC Deals of the Week in AI (11/15/24)
This week we continue our series on the top 5 VC-funded deals in AI.
After an uncharacteristically slow week to start out November, venture funding...
FINTECH VIEWS: Firms and Advisors Serving UHNW Investors Have No Room for Error When...
By Brian Weiner, Family Office Resource Group
Businesses spend billions of dollars on marketing each year to, in part, build and maintain authentic connections with...
The Week in Digital Wealth (11/12/24)
The earnings season and the elections were a potent combination for a slightly subdued industry. Innovation continued, with everything pointing toward an intense year-end.
Headlines...
Top 5 VC Deals of the Week in Fintech (11/11/24)
'D'-regulation?
As the world watched the U.S. election this past week, those in the fintech, blockchain, and VC space anxiously await deregulation....
FINTECH VIEWS: Driving “tru” Transformational Growth for Independent RIAs
The constant search for size and scale among independent wealth management enterprises has some financial advisors questioning whether bigger is indeed better – especially...
Decentralized Diaries for the Week of 11/12/24
The recently concluded elections showed the crypto industry's new outlook as the sector took center stage in ongoing conversations and choices voters made. Implementing...