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MARTECH MINUTES: The Rise of Advisor Marketing Departments

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With the model of advisor marketing services woven into the culture of the company, having a suite of marketing tools readily available and a team that supports them is attractive to advisors looking to transition.

Decentralized Diaries For The Week of 3/14/23

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By Christopher Hamman Things are holding steady in the crypto space, despite the current issues.  Sam Bankman-Fried may be in for a long wait,...

Advisor Tech Talk (Week of 3/14/23)

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The world’s eyes might be on the banking industry, with the sudden failure of Silicon Valley Bank, but there were other...

Decentralized Diaries For The Week of 3/7/23

By Christopher Hamman Things are holding steady in the crypto space, despite the current issues.  Sam Bankman-Fried may be in for a long wait,...

WEALTHTECH INSIDER: How to Grow a $1 Billion RIA with Tech

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Technology has evolved in tandem with the RIA space, Ten years ago, technology was acquired by firms in an a la carte manner, with the firms looking for specific solutions to specific problems.

As Focus Turns to Organic Growth Over M&A, Wealth Managers Combining Digital Engagement and...

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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: Crypto Basics – What are Smart Contracts?

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Smart contracts use bitcoin’s blockchain technology to create immutable chains of transactions that cannot be reversed or disputed. This allows parties to trust each other without third-party intermediaries.

MARTECH MINUTES: How Organizations Can Produce High-Quality Content Without Writing a Word

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To create high-quality content for your organization, consider working with a subject matter expert (SME). Hiring an industry-specific copywriter can benefit your organization by writing content for your SME.

Decentralized Diaries For The Week of 2/28/23

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By Christopher Hamman What a week!  SEC chair Gary Gensler finally toed the line, classifying the Altcoins as securities, with crypto lawyers coming after...

Top 5 VC Deals of the Week in Fintech (2/28/23)

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Move over Meta and Musk; a much more interesting player is in town- AI. “In 2023, a wide range of open-source AI...