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Summer’s Over. Now, The Sprint to Year End.
Been away? Took some time off? Well it's just about time to get back to the "real world." Which, by the way, is certainly...
Publisher Notes For 9/6/23
Friends, wow, where did summer go? Kids are back in school, and with that, investors are ready to jump back in the game, too. In the meantime, we had another busy week in digital wealth and wealthtech! READ UP!
BACK OFFICE HEROES: How to Avoid Tech Regret When Building Out Your Wealthtech Stack
When a firm realizes it has an unsustainable level of technology debt, it has to play catch up so that it will be able to leverage the ever-more-efficient technologies to come.
CoastalOne Names Chief Product Officer
Yanni V. Bousnakis is now CoastalOne’s first ever Chief Product Officer. Most recently, with Kestra Financial, Bousnaski joins the growing independent wealth management firm, to expand its wealth...
MARTECH MINUTES: Attract & Retain Clients Using Finance Content
Content marketing is an effective way to establish credibility for your advisors while creating trust between them and their clients and prospects.
AI ILLUMINATIONS: It is Back-to-School Shopping Time for Wealth Management Professionals!
As we approach the end of summer, the official start of a new school year is upon us, and that's when investors get settled back into their routines and meet with their Wealth Advisors again.
STANDARD DEVIATIONS PODCAST: Stacy Havener – The Scientist and the Storyteller Miniseries
This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Stacy Havener.c
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby...
The Week in Digital Wealth (9/4/23)
Happy New Month and Labor Day!
Things quietly hummed as the markets steadied and reactions continued to trail the release of Non-Farm Payroll (NFP) data.
That...
Decentralized Diaries for the Week of 9/4/23
Is the Department of Justice heading for a showdown with Binance?
That could be a possibility with a sealed filing from the SEC.
That said, the...
Advisor Tech Talk (Week of 09/04/23)
For those of us who live in tourist locations, the summer season is thankfully over, traffic is easing and some normalcy...