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MARTECH MINUTES: How to Prove the Value of Marketing
Feedback about marketing efficacy is not always immediate, and ROI (Return on Investment) may only sometimes be easily traceable back to a particular initiative. So, how can you prove the value of marketing dollars?
REAL CLEAR CRYPTO: Regulatory Developments in Digital Assets
The digital financial epoch is burgeoning. In the United States, the regulatory tapestry surrounding digital assets is gradually being woven, thanks to recent legislative endeavors.
BACK OFFICE HEROES: Firms Pivot To The Back Office To Restore Balance
For years, firms have emphasized their front-office business in lieu of their back-office operations. Not just in wealth management, but across industries.
As Markets Evolve, RIA Firms Can Utilize Alts to Increase Enterprise Value
By Steven Brod
For years, recurring and predictable revenues were among the biggest advantages that the fee-based side of the wealth management industry (including Registered...
Publisher Notes For 8/5/22
Friends, we have such a good newsletter this week! Topics covered include...How to have difficult conversations with clients around crypto. How to use AI to improve your financial marketing. A major shift in fintech VC funding. Why a SpongeBob character has entered the wealthtech sector (wait, what???!). READ UP!!
REAL CLEAR CRYPTO: The Beating Heart of Next-Gen Crypto Development Is In… Wyoming?
The digital asset industry’s U.S. center could soon be the sparsely populated, scenic western state of Wyoming, said John Sarson, CEO of Sarson Funds.
INTELLIGENCE FOR GROWTH: Marketing Automation Does a Lot More than Close More Clients
Some forms of automation come with added bonuses, making advisors—and sometimes the technology itself—better over time.
Why Adding Digital Assets To Your Portfolio is Important
Invest. Save. Invest. From a young age, individuals are encouraged to plan their futures in order to grow and manage their wealth over the course of their life. In today’s day and age, we are exposed to a whole new asset class: digital assets.
TheALTinvestor: Real Estate Crowdfunding Firm CalTier Launches Alternatives Investing Platform
CalTier, a private real estate crowdfunding investment specialist, has built an alternative investing platform that can be accessed by nearly any investor even from their cell phone.
D.A. Davidson & Co. To Acquire Marlin & Associates
D.A. Davidson Companies announced today that it has entered into a definitive purchase agreement to acquire Marlin & Associates, one of the most active investment banks serving companies and investors across the financial technology and data & analytics industries.