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Advisor Tech Talk (Week of 8/21/23)

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This was not a quiet week on the advisor side of fintech news.  I know, it feels like we find a way...

WEALTHTECH INSIDER: People are the Key to Great Experiences

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Technology is causing a convergence in industries – even in the financial industry, products are relatively similar and the same services are offered at scores of advisory and wealth management firms.

OpEd: Financial Literacy in America – We Must Act Now

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Financial literacy, which benefits from financial education, directly correlates to making sound financial decisions that help one manage and grow financial assets confidently.

MARTECH MINUTES: Marketing Budget Cuts: Work Smarter and Spend Less

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It's no secret that in 2023 marketing budgets are being cut left-right-and-center and are about more than just reading through financial statements. We're talking...

Decentralized Diaries for the Week of 8/14/23

Gary Gensler continues his "rock-paper-scissors" game with the crypto space with the ARK Invest Bitcoin ETF delay and the XRP appeal. Sam Bankman-Fried is no...

Top 5 VC Deals of the Week in Fintech (8/14/23)

AI: Hype or just getting going? AI rapidly emerged this year, quickly becoming a favorite among startups and funders. Existing technologies are...

Advisor Tech Talk (Week of 8/14/23)

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This week in advisor tech headlines, we have a bevy of AI-infused briefs.  While the traditional wealth tech industry seemingly took a...

REAL CLEAR CRYPTO: The Evolution of Web3 Gaming

The gaming landscape has been undergoing a revolutionary transformation, courtesy of the Web3 infrastructure. The future of gaming appears to be gravitating towards this direction.

STANDARD DEVIATIONS PODCAST: Neil Bage – The Importance of Financial Advisor Self-Care

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Neil Bage. Neil Bage is the Co-Founder of Shaping Wealth, a learning technology...

INTELLIGENCE FOR GROWTH: Prospecting with NexGen Technologies for Financial Advisors

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To succeed as a financial advisor, you need a strong client base – and that takes time and effort to build and maintain. Fortunately, thanks to advances in technology, prospecting isn’t half as painful as it used to be.