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Publisher Notes For 6/21/23
Friends, the Summer Solstice has arrived and a new season of sun is upon is. Meanwhile, it's been a VERY busy news week in the world of digital wealth and finance...READ UP!
The Week in Digital Wealth (6/19/23)
Despite expectations from several angles, the Fed kept interest rates steady on the latest round.
Per the implications of this (non)action for the American economy,...
Why Content Market in Compliance-Heavy Industries?
Regulated industries such as wealth, banking, and insurance have moved away from ‘word-of-mouth’ advertising, and now have several online channels that can provide this same validation of recommendations.
WEALTHTECH INSIDER: To Open New Avenues to Growth, Stop Underselling Your Financial Planning
Many financial planners are missing a key step with their clients, according to a recent study from wealthtech provider Orion—they’re neglecting to craft a financial plan.
The Week in Digital Wealth (6/13/23)
By Christopher Hamman
The Canadian wildfires and its effects show how fast things can change.
Our thoughts and prayers...
Top 5 VC Deals of the Week in Fintech (6/13/23)
Spotlight on diversity-
“With the addition of LGBTQ+ tags, there are now a total of 20 Diversity Spotlight tags focused on race/ethnicity, gender, and...
MARTECH MINUTES: The Value of Enterprise Marketing Technology
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.
The Week in Digital Wealth (6/6/23)
By Christopher Hamman
Happy new month!
As we all heave a sigh of relief with the end of the...
Rethink. Financial Advice Podcast: The Future of Agency Featuring Mark Pfaff
Derek N.H. Notman, CFP® & H. Adam Holt, CFP®, ChFC® asked industry legend Mark Pfaff how & what Agency can do to thrive in...
The Week in Digital Wealth (5/30/23)
By Christopher Hamman
We hope you enjoyed a Happy Memorial Day!
With treasury yields falling, many think this is...