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Social media has become an essential tool for businesses across all sectors, and the financial industry sector is no exception.

Pivoting... As investors pivot their funding into differing sectors, startups must also pivot their strategy and development to meet time-sensitive goals. "Goals?"...

Friends, this week we have a new zoomcast with Jim Row of ESG platform Capturiant.  Meanwhile, we have more news from the SEC, banks get help with college loan balances & the 9-figure VC fundings are back! READ UP!

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.

In this episode, we're joined by Jim Row, Founder and Managing Partner of Entoro Capital, LLC, a middle-market, traditional and alternative investment bank based in Houston, TX.

  As fall sets in, the industry has continued to churn. New products, it seems, are always in fashion. TS Imagine launched a new dashboard. Planatir is going...

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...

Football is last week’s news: Conference season is upon us!  In this week’s advisor technology headlines, we have a bevy of conference...

On Top Of The World "I've tried to cut these cornersTry to take the easy way outI kept on falling short of...

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!