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MARTECH MINUTES: Why Wealth Firms Should License Enterprise MarTech For Their Advisor’s Marketing
For independent advisors, the marketing department often provides a vendor list for advisors to select technologies to help them market their services.
REAL CLEAR CRYPTO: Blockchain Leaders in ESG
In this article, we will examine three blockchain projects that have been identified as ESG leaders and explore how they align with the ESG investment framework.
Advisor Tech Talk (2/9/23)
As Chinese spy balloons float over the US (who even knew these existed until recently?!), and then get spectacularly blown out...
Advisor Tech Talk (2/1/23)
What's the state of the wealthtech industry thus far in 2023?
I got off a call earlier today with two of the...
The Week in Digital Wealth (2/1/23)
By Christopher Hamman
The digital wealth industry has remained largely unaffected by the recent spate of tech layoffs.
The...
MARTECH MINUTES: Resetting – How Wealth Firms Can Grow Harnessing Financial Content
With today's economic challenges and a changing client demographic as younger generations inherit, firms and advisors will need to plan how they communicate with current clients and attract new ones to grow AUM.
The Future of TAMPs in 2023 and Beyond
As the wealth management industry continues to evolve, some of its high-profile stalwarts – Turnkey Asset Management Platforms (TAMPs) – are facing challenges on...
Advisor Tech Talk (1/24/23)
Friends, it's been a slow go in the wealth management technology space as we moved into 2023, but the advisortech sector...
The Week in Digital Wealth (1/24/23)
By Christopher Hamman
What a week!
Things rolled by with the world wondering when Congress will put its act...
COMPLY C-Suite Appointments Support Continued Integration
COMPLY, a New York-based provider of compliance software, consulting and education resources for the financial services sector comprised of ComplySci, RIA in a Box,...