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MARTECH MINUTES: Elevating Advisor Marketing Using MarTech Integrations
The marketing department often provides a vendor list for independent advisors under an RIA or independent BD model to select technologies to help them market their services.
REAL CLEAR CRYPTO: Private vs. Public Blockchains
Blockchains, also known as distributed ledgers, have been a subject of intense interest for their transformative potential within business applications.
Decentralized Diaries for the Week of 9/25/23
Should the current "rulers" of the cryptospace disappear forever?
Custodia's Caitlin Long seems to think so.
There's a new social login in the Web 3.0 space.
Binance...
Advisor Tech Talk (Week of 9/25/23)
Football is last week’s news: Conference season is upon us!
In this week’s advisor technology headlines, we have a bevy of conference...
Top 5 VC Deals of the Week in Fintech (9/25/23)
On Top Of The World
"I've tried to cut these cornersTry to take the easy way outI kept on falling short of...
INTELLIGENCE FOR GROWTH: Yes, Algorithms Can Teach Financial Firms More About People
Personalization can be key to helping wealth management clients weather volatility—but it’s easier for some than others. But how do growing financial advisory firms personalize timely messaging and content?
The Taylor Market Report (9/19/23)
End of the third quarter is only two weeks off. Lots of investors may want to take some profits before the last quarter of the year. And, the ones who wait for a year end rally may be VERY disappointed.
Publisher Notes For 9/20/23
Friends, this week we learn how to stay protected from crypto scams, the importance of being grief-literate with bereaved clients and how to use AI (and not softwear engineers) to gear up your wealthtech! READ UP!
Docupace Launches Cutting-Edge API Developer Portal
LOS ANGELES – September 19, 2023 – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced today its latest offering:...
Top 5 VC Deals of the Week in Fintech (9/18/23)
Does valuation = profitability?
This year has seen fewer unicorn births, lower funding awards, and more exits. Amid the noise is the...