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DWN Op-Ed: WealthTech’s Three Marketing Mountains (And How to Climb Them)
By Kelly Waltrich
It came to me abruptly, while I was recording a podcast about what I’ve learned from working with so many wealthtech and...
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...
TIFIN and ETFMG announce expanded partnership to promote thematic ETFs to active investors and...
BOULDER & NEW YORK, Aug 18th, 2022 — TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor...
The Week in Digital Wealth (7/27/22)
By Christopher Robbins
This week in digital wealth, we have several fundraising announcements, partnerships...
Advisor Tech Talk (7/27/22)
By Christopher Robbins
“Never count your chickens before they hatch” should be a maxim...
The Week in Digital Wealth (7/19/22)
By Christopher Robbins
This week in digital wealth, we pick up some of the...
Advisor Tech Talk (7/19/22)
By Christopher Robbins
I’ve recently come into a bit of a windfall, in a...
Advisor Tech Talk (7/12/22)
By Christopher Robbins
It’s been a tough year for big tech—but fintech still seems...
Advisor Tech Talk (6/28/22)
By Christopher Robbins
Values-based investing is having an interesting moment in mid-2022.
Advisor Tech Talk (6/21/22)
By Christopher Robbins
It was a busy week for financial markets as reactions to...