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Advisor Tech Talk (Week of 1/8/24)
Move over 2023, 2024 is starting out with a bang—when it comes to advisor tech news, that is.
Yes, we just wrapped...
Top 10 VC Deals of 2023 in Fintech
Gun Powder, Dry Powder...BOOM!
As we look back to 2023, optimism was high (along with funding deals) in Q1 and Q4.
Perhaps it...
INTELLIGENCE FOR GROWTH: For AI-Driven Marketing Automation, Integrations Are Key
Any well-built technology is only as good as the information that an advisory firm feeds it. For an AI-driven marketing automation platform, that fuel is fed via integrations, said AJ Boury, Clout by TIFIN’s CMO.
The Week in Digital Wealth (12/11/23)
The industry continued to evolve, with innovative products as jingle bells continued to ring, elevating the holiday mood.
Bloomberg and two other partners announced discontinuance...
The Week in Digital Wealth (12/4/23)
Happy new month!
Just how deep does the AI rabbit hole go?
Nobody knows.
Every solution and product is most likely automated or has integrations.
That said, Bloomberg...
The Week in Digital Wealth (10/31/23)
"Money 20/20 Las Vegas" began and ended with a bang.
Lots of "out-of-the-box" solutions were everywhere.
That said, Liquidnet gave the markets a new gift per...
Decentralized Diaries for the Week of 10/17/23
Israeli authorities allegedly identified stablecoin wallets with ties to terrorist groups.
Our thoughts and prayers are with the victims of the current conflict on both...
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
MARTECH MINUTES: Elevating Advisor Marketing Using MarTech Integrations
The marketing department often provides a vendor list for independent advisors under an RIA or independent BD model to select technologies to help them market their services.
Decentralized Diaries for the Week of 9/18/23
SBF says he has "issues".
Well, everybody does, that's life.
That said, many Americans don't want a CBDC.
Bitcoin miners showed Paxos some love with the return...