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MARTECH MINUTES: Leveraging Enterprise Technology for Advisor Marketing
Using enterprise MarTech at the firm level can help alleviate advisor marketing problems by streamlining technologies and reducing the marketing workload for advisors.
BACK OFFICE HEROES: Why Financial Advisors Matter More During Recessions
Rumbles of recession can spark fear for both investors and customers alike. Not knowing which way economic winds may blow can lead to client hesitation when it comes to making strategic financial investments.
RIA M&A and Growth Rooted in Digital Transformation: Ramos
Consolidation in the RIA market continues to prove an intriguing hot topic, no matter the prevailing wisdom regarding potentially negative effects of economic policy...
Berkshire Global Advisors FinTech Practice Sees WealthTech M&A Resuming
The fintech sector remains fragmented, signaling a significant opportunity for mergers and acquisitions to drive efficiency and growth. Even as increased interest rates push...
MARTECH MINUTES: Why Wealth Firms Should License Enterprise MarTech For Their Advisor’s Marketing
For independent advisors, the marketing department often provides a vendor list for advisors to select technologies to help them market their services.
Decentralized Diaries For The Week of 1/17/23
By Christopher Hamman
The decentralized space has somewhat revived after positive lower-than-expected US CPI numbers.
Bitcoin is breathing easy at around $20k.
SBF's lawyers have...
REAL CLEAR CRYPTO: Where does Crypto Go from Here?
2022 has been an eventful year for cryptocurrency, to say the least. The cryptocurrency industry experienced major trauma. A lot of this pain was self-inflicted and there are people to blame.
The Week in Digital Wealth (12/20/22)
By Chris Robbins
‘Tis the season for tech news!
This week in digital wealth, we have a number of...
Decentralized Diaries For The Week of 12/19/22
By Christopher Hamman
Last week, FTX founder SBF was arrested by the authorities in the Bahamas.
"FUD" continued to spread throughout the cryptospace, with...
NewEdge Advisors Appoints Former LPL Recruiting Leader President
Parthenon Capital-backed NewEdge Advisors announced the appointment of Steve Pirigyi, a former Executive Vice President of Business Development at LPL Financial, as its new...