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STANDARD DEVIATIONS PODCAST: Matt Reiner – Becoming the Advisor of the Future
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Matt Reiner.
Matt Reiner is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™...
Fintech Corner: Why Integration Must Be More Than A Fintech Buzzword
The word “integration” is so commonly uttered by technology providers that it’s become the corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology
MARTECH MINUTES: From Facilitator to Educator – The Changing Role of Industry Professionals
In recent years, there has been a growing expectation among the public that wealth managers should provide more than just advice on which products to purchase.
The Role of Technology for Recruitment & Retention in Wealth Management
By: The Wealth Mosaic
Our survey of C-suite/C-level executives across the various segments of the wealth management industry in the US pinpointed the importance of...
Advisor Tech Talk (Week of 10/17/23)
You’ve probably heard this one before, but we had another busy week in advisor technology headlines—but while the bulk of the...
Top 5 VC Deals of the Week in Fintech (10/17/23)
Time Keeps on Slipping...
Amid the uncertainty of world events, the startup community, domestically and abroad, is being impacted. Earlier this year...
AI ILLUMINATIONS: Calculating Return on Investment
In a world where increasingly sophisticated technology is making transformational changes in the way businesses operate and grow, calculating the ROI requires more than a simple equation.
Now What? What’s Next?
Crazy enough for you?
Just trying to get to the end of the year and the only thing in the way is the fourth...
The Week in Digital Wealth (10/9/23)
Happy Columbus Day!
The FinTech industry continued to move along with TS Imagine's new tools.
BBH, the FI giant, added execution services.
The BIS continued the CBDC...
FINTECH & PHILOSOPHY w/ Cindy Taylor: Meet Michael Pinsker of Docupace
Welcome to my new Zoomcast series "Fintech & Philosophy",
where we we explore the personal motivations that drive the
successes behind fintech’s top C-suite executives!
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