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Advisor Tech Talk (Week of 5/10/23)
This week in advisor fintech we have yet more news out of the advice engagement category.
Bento Engine announced the launch of...
Technology Gives Advisors More Time with Clients
The Las Vegas-based advisor-owned hybrid RIA The AmeriFlex Group recently announced the launch of a “proprietary, high-tech financial planning solution” called AmeriFlex Premier+. The...
REAL CLEAR CRYPTO: The Ghost of Ethereum
After attending last week's blockchain conference "Consensus" in Austin, Texas, one of the key elements that struck (us) was the lack of Ethereum's presence at what used to be Ethereum's party.
Advisor Tech Talk (Week of 5/3/23)
The advice engagement category of financial advisor technology is evolving and expanding rapidly as we progress through the first half of...
FINTECH & PHILOSOPHY w/ Cindy Taylor: Meet Prof. Steve Lupien of Univ of Wyoming...
Welcome to my new Zoomcast series "Fintech & Philosophy",
where we we explore the personal motivations that drive the
successes behind fintech’s top C-suite executives!
* *...
ADVISOR GROUP TO SIMPLIFY BUSINESS STRUCTURE UNDER ONE NEW BRAND
Rumor became reality as Advisor Group announced plans to consolidate its multi-firm network into a single, rebranded entity. Over the next 18 to 24...
REAL CLEAR CRYPTO: Crypto Offers Etsy Sellers a Banking-Related Payment Delay Solution
The recent collapse of Silicon Valley Bank and the subsequent delay in payments for some Etsy sellers highlights the need for a more reliable and secure payment system.
The Week in Digital Wealth (4/25/23)
By Christopher Hamman
Earnings calls and reports revealed secrets many companies would have loved to keep out of...
Advisor Tech Talk (Week of 4/25/23)
When the weather gets warm, fintech news often slows down--maybe all those coders are out playing softball in the beautiful spring...
MARTECH MINUTES: Leveraging Enterprise Technology for Advisor Marketing
Using enterprise MarTech at the firm level can help alleviate advisor marketing problems by streamlining technologies and reducing the marketing workload for advisors.