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Advisor Tech Talk (7/19/22)
By Christopher Robbins
I’ve recently come into a bit of a windfall, in a...
Digital Marketing for FAs in the SEC’s New Normal
By Laurie Ehrbar
After much fanfare, the SEC's new marketing rule will go into effect...
Publisher Notes For 7/12/22
Greetings Fintech Friends! It's been a huge (and uncomfortable) week in fintech and you'll have to read the Top 5 VC Deals column to find out why. In the meantime, crypto hedge fund managers are on the lam and the industry needs a new form of governance - see how that can be accomplished. READ UP!
Regulating Crypto? So, Who Does It?
Nothing like a crypto market meltdown (a/k/a crash) to bring out more cries for strong regulation. The public...
WEALTHTECH INSIDER: Why Email and Video Marketing Still Resonate with Prospects
An advisor’s digital brand presence matters more than ever, but it is not always obvious how to take advantage of digital channels to find new business and keep your current clients engaged.
AI ILLUMINATIONS: How Financial Firms Can Decide What to Automate First
How can companies starting on their technology journey identify the right process to automate? The answer is multifaceted, per Phil Sheridan at JIFFY.ai, an autonomous enterprise platform for finserv organizations.
Advisor Tech Talk (6/28/22)
By Christopher Robbins
Values-based investing is having an interesting moment in mid-2022.
Top 5 VC Deals of the Week in Digital Wealth (6/21/22)
Hello VC Friends! Another wild, volatile week in the markets but we keep finding MAJOR deals...
The Week in Digital Wealth (6/14/22)
By Christopher Robbins
Just as volatility, recession and inflation have become part of the...
AI ILLUMINATIONS: The Value of An Automation Center of Excellence
Wealth management firms may take a deeper dive into automation by adopting a transformational approach, says Sudhish Sasidharan, Solutions Consultant with JIFFY.ai.