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MARTECH MINUTES: The Value of Enterprise Marketing Technology
Enterprise marketing technology (EMT) involves using advanced software and platforms to streamline processes, collect data, automate tasks, and increase the reach of a company’s marketing efforts.
Wealth Industry Vet Kevin Keefe Joins CoastalOne
CoastalOne appointed former President and CEO of Cetera subsidiary First Allied Securities and Executive Vice President and CEO of Corporate RIA at Advisor Group...
Industry Vet James McGrath to Head AlphaTrAI’s Investment Strategy and Advisor Consulting
AlphaTrAI, the tech-driven, San Diego-based asset management firm that leverages artificial intelligence to deliver investment results, has added a third industry veteran to its...
TIFIN AMP Has Announted a Spinoff with Independent Series A Funding
Publisher's Note: TIFIN has forged a unique path in the wealthtech space since its inception and today's annuoncement below continues in that tradition of...
Atria’s CUSO Financial Services Snags former LPL Affiliated Clearview Federal Credit Union
Clearview Federal Credit Union, which serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania announced...
STANDARD DEVIATIONS PODCAST: Heather Fortner – Building the Human-First RIA
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Heather Fortner.
As CEO, Heather Fortner leans into her passion for listening...
Decentralized Diaries For The Week of 6/6/23
By Christopher Hamman
With GREAT drama from the regulators at the SEC, the crypto space nevertheless hummed along with the usual suspects coming...
Advisor Tech Talk (Week of 6/6/23)
A lot of people took a holiday last week due to the Memorial Day-shortened work schedule.
The news did not.
There was a...
Top 5 VC Deals of the Week in Fintech (6/6/23)
Top 5 VC Deals of the Week in Digital Wealth (6/5/2023)
Hard economic times often yield innovation; with that, seed funding...
REAL CLEAR CRYPTO: Onboarding the Next 100 Million Crypto Users With Web3 Gaming
The rise in gaming economies has led to many companies attempting to reinvent the ways in which gamers spend money on improved digital experiences and accrue in-game value over their playtime.