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MARTECH MINUTES: Top 10 Trends Impacting Marketing in 2024
Today's marketing landscape is increasingly complex and competitive. However, with proper foresight, marketing professionals can confidently navigate this landscape and engage customers effectively.
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...
Financial Inclusion for 2024 and How AI Will Contribute
Financial inclusion is the goal of ensuring that everyone, regardless of their income, location, gender, or other factors, has access to affordable and appropriate...
INTELLIGENCE FOR GROWTH: How AI Can Make Private Markets Investing Easy
The time is right to add private markets to client allocations—but investing in alternatives is a time- and labor-intensive process for financial advisors and their clients.
MARTECH MINUTES: 2024-Time for New Advisor Marketing Tech
Despite the New Year, Marketing teams are still being stretched, often asked to do more with less human capital, fewer resources, and limited budgets for marketing technology.
2023-The Year in Digital Wealth, Part 2
We wish everyone a Happy New Year! To review Part 1 of our 2023 year in review in digital wealth. click here. Now onto...
2023-Decentralized Diaries, A Look Back, Part 2
What would the crypto regulatory landscape look like in 2024?
No one knows, with the world spinning in several directions! Meanwhile, as we look back...
REAL CLEAR CRYPTO: AR & VR Catalysts are Coming
As we step into the New Year, the tech world is poised on the cusp of a monumental shift, particularly in the realms of Augmented Reality (AR) and Virtual Reality (VR).
2023 | Advisor Tech Talk-Year in Review, Part 2
Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...
WEALTHTECH INSIDER: Uncovering A New Behavioral Investing Framework
Behavioral finance has enhanced financial planning by working to address people’s behavioral & emotional needs around money, acknowledging that emotional decision making is the genesis of many financial errors.