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MARTECH MINUTES: Internal Advisor Marketing Teams are “In”
Over the past few years, many BDs, Insurance companies, and large RIAs have segmented their marketing team into two departments: corporate marketing and advisor marketing.
The Week in Digital Wealth (8/21/23)
Though the numbers showed a mixed picture of the American economy, the industry remained upbeat with lower unemployment.
Bloomberg went on the offensive with a...
Decentralized Diaries for the Week of 8/21/23
Crypto prices seemed to set off in one direction: south.
That didn't dampen the enthusiasm of the diehard "cryptonians".
The ride is a part of the...
Advisor Tech Talk (Week of 8/21/23)
This was not a quiet week on the advisor side of fintech news.
I know, it feels like we find a way...
New hires follow TIFIN AMP’s Series A with Motive Partners in June of 2023
BOULDER, Colo. and NEW YORK, Aug 17, 2023 – TIFIN AMP, the leading artificial intelligence (AI) platform for the intelligent distribution of funds, is thrilled to announce...
AI ILLUMINATIONS: How Intelligent Automation Leads to Higher Satisfaction and Higher Margins
When we automate service processes, it creates more open time on the financial advisor's calendar. They will be able to work with more clients, dedicate time to prospect, and ultimately grow their practice.
The Week in Digital Wealth (8/14/23)
Things didn't simmer down in the industry as summer temperatures continued rising.
Our thoughts and prayers are with the victims of the Maui fires.
Impact investors...
Advisor Tech Talk (Week of 8/14/23)
This week in advisor tech headlines, we have a bevy of AI-infused briefs.
While the traditional wealth tech industry seemingly took a...
INTELLIGENCE FOR GROWTH: How to Optimize Headlines to Get More Clicks
In this article, TIFIN Clout, an AI-powered digital marketing solution for FAs, offers practical guidance and actionable tips to help you make those improvements to start driving meaningful clicks to your website fast.
Advisor Tech Talk (Week of 8/08/23)
We’ve notched another big, busy week in the advisor tech space.
Perhaps the most interesting headline is that Tyrone Ross, an outspoken...