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Advisor Tech Talk (Week of 3/04/24)
News from big fintechs bolsters another busy lineup of advisor technology headlines for this week, with announcements from the likes of...
MARTECH MINUTES: Building a Wealth Industry Marketing Tech Stack
With the advancement of technology, wealth organizations now have access to a wide range of marketing tools and software to help them reach their target audience and achieve their goals.
WEALTHTECH 3.0: R is for Revenue | Essentials for a WealthTech Startup
Our conversation with Pamela Cytron, President of The Founders Arena, sheds light on why early revenue, rather than sole reliance on venture capital, is crucial for startups in the wealthtech sector
Householder Group Surpasses $1 Billion in New Client Assets with Latest Acquisitions
Householder Group Estate and Retirement Specialists, an independent financial planning firm, has achieved a significant milestone in its growth trajectory by surpassing $1 billion...
AI & Finance™ | News for the Week Ending 3/1/24
Artificial intelligence implementation is moving at full speed ahead in several areas of the financial services industry, including insurance and banking, as can be...
Advisor Tech Talk (Week of 2/27/24)
Financial markets have boomed to start 2024, and the wealthtech universe is growing apace.
This week brings a mixed bag of advisor...
Diversify Advisor Network Announces Kevin Bendix as Chief Legal Officer
Kevin Bendix has joined independent wealth management firm Diversify Advisor Network as Chief Legal Officer. According to a press release issued by the firm,...
MARTECH MINUTES: Generative AI & Social Media
Wealth firms can create content for their social media channels by leveraging generative AI to create infographics, videos, and even written content that caters to their target audience's specific interests & needs.
STANDARD DEVIATIONS PODCAST: Stacy Havener – The Scientist and the Storyteller Miniseries (Pt 3)
This week on Standard Deviations, Dr. Crosby is joined by Stacy Havener of Billion Dollar Backstory, for the third part in an ongoing miniseries...
AI EDUCATION: What are AI Humanoid Robotics?
Ohmygoodness, AI Humanoid Robotics??? What planet, century, or dimension are we in here? Sounds a wee bit terrifying on first blush. But read on...