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TIFIN Welcomes New Executives to the Leadership Team to Accelerate Its Mission of Impact...
These appointments follow the recent announcements of J.P. Morgan-backed TIFIN.AI to drive thematic generative AI-focused innovation in the financial services industry and the Hamilton...
Stifel Independent Advisors Expands with New Teams Representing $670 Million in Client Assets
ST. LOUIS, Aug. 3, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that its independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC, recruited...
MARTECH MINUTES: How Compliant MarTech Increases Advisors’ Bottom Lines
When it comes to marketing, it's a combination of science & technology that must combine to produce results. In the finserv industry, CMOs & marketers are changing how they manage marketing technology.
WEALTHTECH INSIDER: 3 Remarkably Effective, Underused Marketing Ideas for Today’s Financial Advisor
As a financial advisor, planning is probably the greatest service you offer to your clients. That same careful planning is necessary when it comes to your business’s marketing strategy.
STANDARD DEVIATIONS PODCAST: Amy Mullen – 5 Steps for Values-Based Financial Planning
This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Amy Mullen.
Amy Mullen, CFP® is President of Money Quotient. In this role,...
Advisor Tech Talk (Week of 8/01/23)
It was an extremely busy week in advisor tech, and most of the headlines came from new or littlle-known wealth tech...
Cindy Taylor Interviews Wyoming’s Gov. Mark Gordon on the State’s Blockchain Innovation
Publisher's Note: I recently had a far-ranging conversation with Governor Mark Gordon of Wyoming on the state's innovation in the blockchain sector, a new...
INTELLIGENCE FOR GROWTH: Curating Newsletters For Strategic Advisor Marketing
Newsletters have come a long way from the quarterly, monthly or weekly paper, snail-mailed documents once prevalent in the financial industry, in part thanks to platforms like Clout.
TIFIN and J.P. Morgan Announce the Launch of TIFIN.AI to Accelerate Thematic AI-powered Fintech...
Boulder, CO and New York, NY — July 27, 2023 — TIFIN, the leading artificial intelligence (AI) platform for wealth, is thrilled to announce the...
Publisher Notes For 7/25/23
Friends, check out my interview this week with Wyoming's Gov. Mark Gordon on all things blockchain, plus an in-depth look at the state's innovative stablecoin initiative, the first of its kind in the nation. We also have great thought leadership on crypto self custody, data mapping, lead generation and more. READ UP!!