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WEALTHTECH INSIDER: Orion Launches Redtail Campaigns, Industry’s First CRM-Centric Marketing Suite
Orion Advisors Solutions is taking another big step towards offering advisors and their clients a fully integrated, seamless technology experience by beefing up their automated marketing efforts.
Advisor Tech Talk (10/25/22)
By Cindy Taylor
Friends, we're again filling in for our lead writer this week, who has now lost a beloved family member. ...
The Week in Digital Wealth (9/13/22)
By Christopher Robbins
What a week it was in digital wealth!
In Wealthtech and Investments, Shaping Wealth is offering...
Publisher Notes For 5/10/22
The proverbial elephant in the room is, without a doubt, the deteriorating markets and we suspect this will continue to be the case for some time. We have a plethora of great insight from our thought leaders on how to address this through risk mitigation, automation, alternatives and more. READ UP!
Advisor Tech Talk (5/10/22)
By Christopher Robbins
Look. Out. Below.
If you own stocks, bonds or...
Publisher Notes For 5/3/22
Friends, if I could sum up the week in two words, it would be this - CONTROLLED CHAOS. We're seeing it in markets, crypto, COVID (yet again) and we saw it this week as we put this newsletter together as well. Yet in the end, the smart people adjust their game and transcend the chaos - in business and life. And we're here to help you navigate through it all. READ UP!
Advisor Tech Talk (5/3/22)
Volatility is keeping 2022 interesting, especially with some of the steep downside we’ve experienced over the last two...
Wealthtech Marketplace for Advisors
The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...
The Grail with Keith Gregg (3/17/21)
As humans, we don’t like change very much. Some acknowledge change but resist it as much as possible. Others live in denial, convinced they’re keeping up with the times, while they slip into obscurity or become antiquated. But small and mid-size business owners can’t afford to do either; they must embrace change to be successful.
Fintech Luminaries – Meet Aaron Klein of Riskalyze
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth and blockchain ecosystems. For the next feature in this series, we’d like you to meet Aaron Klein, Co-Founder and CEO of Riskalyze.