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NEWS BRIEF 3 Industry

Bridgemark Strategies Continues Growth Momentum With Key Hires After Launch of Bridge Marketplace Advisor...

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Bridgemark Strategies has broadened its team of advisor-facing specialists, adding Jason Hawn, Timari Robison and Travis Boak as recruiting consultants. This expansion comes less than a year after...

The Week in Digital Wealth (7/30/24)

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Hot summer came with a few moves from the regulators alongside earnings season for the first half of 2024. Consumers were (once) again in...

Decentralized Diaries for the Week of 7/30/24

Last week (ended) on a positive note for the industry, with regulatory approvals balancing out enforcement actions. Institutional adoption is rising, with scam risks...

Advisor Tech Talk (Week of 7/30/24)

Move over millennials, Gen Z is taking over—and in this edition of Advisor Tech Talk, we’ll take a moment to consider...

Top 5 VC Deals of the Week in Fintech (7/29/24)

A High Bar... As Q2 2024 VC funding reports compile, one thing remains clear: the funding outlook and deal closings remain unchanged....

MARTECH MINUTES: Marketing Compliance in the Wealth Industry |5 Best Practices

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Due to the industry's highly regulated nature, marketing efforts must adhere to strict compliance standards to ensure that all communications with the public are within legal and ethical boundaries.

Top 5 VC Deals of the Week in AI (7/26/24)

This week we continue our series on the top 5 VC-funded deals in AI. More big funding in the AI sector this week with our...

AI EDUCATION: Are You Ready to Meet Your Digital Twin?

Each week we find a new topic for our readers to learn about in our AI Education column.  Part of the power of artificial intelligence technology is...

AI & Finance™ | News for the Week Ending 7/26/24

Before we get to your financial artificial intelligence headlines in this week’s edition of AI & Finance, we should discuss the biggest technology news...

The Taylor Market Report (7/23/24)

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The next few months leading up to the November election are going to be full of surprises. Economic numbers are going to be a lot less meaningful as the focus becomes "poll watching." The eagerly awaited (possible) interest rate cut by the Fed is probably already in the market.