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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...
Advisor Tech Talk (Week of 8/21/23)
This was not a quiet week on the advisor side of fintech news.
I know, it feels like we find a way...
MARTECH MINUTES: How Compliant MarTech Increases Advisors’ Bottom Lines
When it comes to marketing, it's a combination of science & technology that must combine to produce results. In the finserv industry, CMOs & marketers are changing how they manage marketing technology.
Crypto Regulation in the U.S? Like Shining Up a DC-3
Why innovate? Can't decide HOW to regulate crypto (digital assets)? Lets just put a square peg in a round hole. Or try anyway. So...
Advisor Tech Talk (Week of 5/30/23)
It was another big week in advisor tech news.
Of course, the biggest news of the week (already covered in our last...
Advisor Group Announces Brand Reveal Date
In April, Advisor Group formalized its plans to consolidate its network of firms under one new brand – promising wide-ranging benefits from tech consolidation...
MARTECH MINUTES: Tips For Selecting Best-of-Breed MarTech
As face-to-face meetings and prospecting decreased, having a digital presence became a life-and-death situation for most firms, prompting MarTech buying decisions.
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...
WEALTHTECH INSIDER: Five Key Takeaways For the Future of Financial Advice
The wealth management and financial advice industries will continue to grow, according to Chip Roame, founder and managing partner at Tiburon Strategic Advisors, but in the decades to come it might look very different.
REAL CLEAR CRYPTO: A Slow Walk Away From Banking
It seems that banking and cryptocurrency are top of mind for investors and US policy makers at the moment. We are seeing an about-face from the Federal Reserve when it comes to their treatment of crypto assets.