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Advisor Tech Talk (Week of 10/31/23)
The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...
If Artificial Intelligence Is So Smart………….?
Next big thing? Game changing? AI, or artificial intelligence, will either revolutionize the world or be so dangerous it will destroy the world. Big...
REAL CLEAR CRYPTO: Mom and Dad, it’s Time to Have The Bitcoin Talk
Hundreds of millions of people around the world have started experimenting with “blockchain technology” powered digital currency.
Advisor Tech Talk (Week of 10/24/23)
Another week of fintech headlines is upon us, and as usual, there’s a lot to say.
First, however, we should give thought...
MARTECH MINUTES: Choosing the Best Finance Content: Original or Enterprise?
To stay ahead, wealth organizations heavily rely on accessible finance content that can keep their clients updated on the latest financial news and provide financial education.
Fintech Corner: Using Technology To Unify A Firm
Technology has long been a force for unity within financial services firms, but not always in a good way. offering little in the way of data-sharing, said Adrian Johnstone, President of Practifi.
The Week in Digital Wealth (10/17/23)
The industry continued bringing out solutions that solve everyday problems with digitization and AI at the core.
Enfusion launched its management offering.
Citi successfully integrated with...
INTELLIGENCE FOR GROWTH: Make an Impact With Clients and Prospects Through Custom Content
When it comes to standing out as a financial advisor, it is paramount to differentiate your business with custom messaging which can ultimately help grow your practice.
Fintech Corner: Why Integration Must Be More Than A Fintech Buzzword
The word “integration” is so commonly uttered by technology providers that it’s become the corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology
How Robust Tech Stacks Can Support Recruiting of Wirehouse Breakaway Advisors
As industry consolidation continues apace and wirehouse breakaway recruiting wars intensify, it is clear that technology and digital solutions comprise a compelling part of an independent firm’s value proposition.