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MARTECH MINUTES: How Investors Benefit From Finance Content Marketing

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Through content marketing, investors have an opportunity to learn about the financial strength, business model, market position, and strategic direction of a potential investment.

The Week in Digital Wealth (9/12/23)

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The industry seems set for the fall, which may spring a few surprises! With T+1 settlement cycles coming, CBOE will launch a T-Bills futures product. State...

Top 5 VC Deals of the Week in Fintech (9/12/23)

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The bigger they are (the harder they fall)... Many VC-backed startups have closed down or seen valuations fall in the past few...

Advisor Tech Talk (Week of 9/11/23)

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The kids are now all going back to school, their summer recreation finally over.  For some of us, the summer break never...

Publisher Notes For 9/6/23

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Friends, wow, where did summer go? Kids are back in school, and with that, investors are ready to jump back in the game, too. In the meantime, we had another busy week in digital wealth and wealthtech! READ UP!
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CoastalOne Names Chief Product Officer

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Yanni V. Bousnakis is now CoastalOne’s first ever Chief Product Officer. Most recently, with Kestra Financial, Bousnaski joins the growing independent wealth management firm, to expand its wealth...

AI ILLUMINATIONS: It is Back-to-School Shopping Time for Wealth Management Professionals!

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As we approach the end of summer, the official start of a new school year is upon us, and that's when investors get settled back into their routines and meet with their Wealth Advisors again.

The Week in Digital Wealth (9/4/23)

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Happy New Month and Labor Day! Things quietly hummed as the markets steadied and reactions continued to trail the release of Non-Farm Payroll (NFP) data. That...

Top 5 VC Deals of the Week in Fintech (9/4/23)

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Not so fast... Amid unicorns, 'hot' startups, and dreams of IPOs, tech startups previously experienced growth and sector-wide expansion, a period that...

Advisor Tech Talk (Week of 09/04/23)

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For those of us who live in tourist locations, the summer season is thankfully over, traffic is easing and some normalcy...