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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.
Advisor Tech Talk (Week of 9/25/23)
Football is last week’s news: Conference season is upon us!
In this week’s advisor technology headlines, we have a bevy of conference...
The Taylor Market Report (9/19/23)
End of the third quarter is only two weeks off. Lots of investors may want to take some profits before the last quarter of the year. And, the ones who wait for a year end rally may be VERY disappointed.
Docupace Launches Cutting-Edge API Developer Portal
LOS ANGELES – September 19, 2023 – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced today its latest offering:...
Creating a Haven for Wirehouse Advisors
In June, Sanctuary Wealth, the Indianapolis-based wealth management firm, launched a significant update to its Haven platform, the firm's proprietary, fully integrated advisor workstation....
STANDARD DEVIATIONS PODCAST: Kathi Balasek – Becoming Grief Literate
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Kathi Balasek.
Kathi Balasek is an educator, grief literacy & empathy...
The Week in Digital Wealth (9/18/23)
The SEC has revealed it uses AI tools for its enforcement activities (who knew, right?).
State Street has a new liquidity offering.
Deloitte's "romance" with the...
Wealthtech Insider: For Better Engagement, Treat Clients Like Individuals, Not Buzzwords
As advisors try to broaden their clientele, they’re better off focusing on creating memorable experiences than on trendy client groups and prospect sources.
Advisor Tech Talk (Week of 9/18/23)
This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.
Not to...
Back to School: What to Learn this Year in WealthTech
As students (and parents) get back into the groove of another school year, the hard work of learning, studying and practicing has begun. The...