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MARTECH MINUTES: How to Build a Case for an Enterprise Marketing Communications Solution

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Wealth organizations must recognize the importance of enterprise technology for marketing communications to propel their growth since it extends beyond merely creating fascinating written text.

The Week in Digital Wealth (1/15/24)

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The industry resumed fully (post holiday season) with solutions, partnerships, and products occurring everywhere. Bloomberg has launched a new data tool Circle started its...

Advisor Tech Talk (Week of 1/15/24)

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We’ve known it was coming for weeks now, but last week’s clearance from the U.S. Securities and Exchange Commission for spot...

STANDARD DEVIATIONS PODCAST: Stacy Havener – The Scientist and the Storyteller Miniseries (Pt 4)

This week on Standard Deviations, Dr. Crosby is joined by Stacy Havener of Billion Dollar Backstory, for the second part in an ongoing miniseries...

Top 5 VC Deals of the Week in Fintech (1/15/24)

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How far will it go? The state of VC is shifting; borders are open for new investors in tech. But how long...

The Taylor Market Report (1/9/24)

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Stay vigilant as you view government numbers-a 25% revision down on employment is not a statistical anomaly. Statistics 101 will teach you 25% is really far off (maybe government bureaucrats cut those classes).

Sanctuary Wealth Expands Advisor Support Capabilities, Establishing New Business Consulting Division to Be Led...

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Practice management and business consulting expert Laurie Burkhard has joined Sanctuary Wealth as its first Head of Business Consulting. In her new role, Ms....

2024 Predictions: Some A 100% ‘Lock,’ Some Unique & ‘Interesting’

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Ah, new year predictions. They come along the first of any new year just like ads for weight loss drugs and health club memberships....

The Week in Digital Wealth (1/8/24)

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Welcome to 2024! The industry kept the hits coming over the holidays, with new and old players showing their strengths. The SEC continued with its...

Decentralized Diaries for the Week of 1/8/24

The new year revved up with everyone fired up and ready to go! That said, SBF can breathe easily (for now) ICE added options...