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Advisor Tech Talk (Week of 2/14/23)
Hello fellow fintechers, it was a very busy week in advisor tech news with a lot of new partnerships being announced.
In...
Decentralized Diaries For The Week of 2/14/23
By Christopher Hamman
There were a few grey clouds on the horizon within the decentralized space, with regulatory crackdowns taking center stage.
The SEC...
Top 5 VC Deals of the Week in Fintech (2/1/23)
By Teresa Leno
Social media 'tech chat' has been dominated by ChatGPT, a chatbot that tallied up to 1M users in under...
WEALTHTECH INSIDER: 10 Cutting-Edge Tech Tools That Can Upgrade Your Practice, Part 2
A good technology partner is always thinking ahead, so that wealth management firms can focus more on thinking about what’s next for their clients.
Decentralized Diaries For The Week of 12/6/22
By Christopher Hamman
What a week!
Bitcoin prices slightly reclaimed lost territory. The bulls believed that the sought-after silver lining had finally arrived.
Embattled FTX...
Post-Pandemic Martech: Greater Focus on Lead Gen for Wealth Firms
Marketing technology for financial advisors and wealth management firms, which exploded in popularity during COVID-19 social distancing and remote work policies, arguably have become...
WEALTHTECH INSIDER: Orion Launches Redtail Campaigns, Industry’s First CRM-Centric Marketing Suite
Orion Advisors Solutions is taking another big step towards offering advisors and their clients a fully integrated, seamless technology experience by beefing up their automated marketing efforts.
Publisher Notes For 11/9/22
Friends, mid-terms here in the US, an unexpected announcement from FTX and Binance, and huge Q2 losses from Coinbase are amongst this week's sector news. There's also great thought leadership on gamification in education and AI in wealth management plus so much more….. READ UP!
Decentralized Diaries For The Week of 11/8/22
Editor's Note: Since the FTX/Binance story broke on 11/8/22 (after this weekly column originally published), Bitcoin has become significantly more volatile. As...
Advisor Tech Talk (10/25/22)
By Cindy Taylor
Friends, we're again filling in for our lead writer this week, who has now lost a beloved family member. ...