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As we approach the end of summer, the official start of a new school year is upon us, and that's when investors get settled back into their routines and meet with their Wealth Advisors again.

After founding a business and setting out on their own, advisors must plan early to achieve enough growth to reach their first $1 billion in AUM—then it’s time to reassess.

For regulated industries, selecting marketing technology can be more complex due to compliance oversight and others in the broader organization that may need access to the marketing assets and tools.

Many advisors who have had a love-hate relationship with technology are coming to embrace tools necessary to evolve and grow their practices for the future.

Enterprise marketing technology (EMT) involves using advanced software and platforms to streamline processes, collect data, automate tasks, and increase the reach of a company’s marketing efforts.

Whether it's investors, advisors, or home offices, today everyone across the entire Wealth Management value chain seeks an elegant, simple solution for their various needs.

Friends, what comprises a "win"?  If you're in the NBA, it's pretty straightforward.  If you're the Fed or the Treasury Department, well, not so much.  Check out "Inflation vs. Basketball: A Different Definition of Progress" to learn what "WINNING" looks like in sports vs finance. READ UP!

By Christopher Hamman As we all wait for another episode of the debt ceiling drama that occurs every...

What a busy week in advisor technology news, with a lot of important headlines to share. Perhaps no story was more important...

Friends, crypto is up, markets are flat, VC is down and it's a TOTAL MASH UP of news out there in the fintech sector.  This week we've got some great new podcasts for you plus a really fun piece from DWN CEO Bill Taylor on the similarities in markets & baseball, quoting the inimitable Yankees great Yogi Berra! READ UP!