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Top 5 VC Deals of the Week in Fintech (2/7/23)
By Teresa Leno
The generative AI gold rush is on! Last week the world (or at least the U.S.) woke up to...
MARTECH MINUTES: How to Enhance Your Client Communication Using Content
A communication breakdown can create an avoidable disconnect between you & your clients. Providing timely & consistent finance articles to clients can set your firm apart from your competition & keep you top of mind.
The Taylor Report (1/31/23)
It seems celebrating a 5% inflation rate (if you don't eat, drive, live or leave the house) is really cool. IT'S NOT! I know I've mentioned this before but, RECESSIONS ARE NOT BULLISH!
IN MEMORIAM: Gavin Spitzner, Wealth Consulting Partners
Digital Wealth News is saddened to report the passing of wealthtech industry titan and friend, Gavin Spitzner. Spitzner was the founder of Wealth Consulting...
AI ILLUMINATIONS: Exceeding The Expectations of The New Age Client, Part 2
As an advisor, you understand what your clients’ expectations are. But does your technology provide the ability to meet and, more importantly, exceed those expectations?
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 Taylor Report (1/24/23)
Inflation is still high. Commodities are ticking up again. As far as I know, the Fed is still raising rates and employment layoffs are gaining momentum. And that pesky recession looms larger.
MARTECH MINUTES: A Best-of-Breed Approach to Marketing
When it comes to marketing, it's a combination of science and technology that must combine to produce results. In the financial service industry, CMOs and marketers are changing how they manage MarTech.
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...