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AI ILLUMINATIONS: The New-Age Relationship Manager
Today's relationship managers must go deeper than they historically have and rely less on external subject matter experts in early conversations with clients and prospects.
The Week in Digital Wealth (8/21/23)
Though the numbers showed a mixed picture of the American economy, the industry remained upbeat with lower unemployment.
Bloomberg went on the offensive with a...
Decentralized Diaries for the Week of 8/21/23
Crypto prices seemed to set off in one direction: south.
That didn't dampen the enthusiasm of the diehard "cryptonians".
The ride is a part of the...
Advisor Tech Talk (Week of 8/21/23)
This was not a quiet week on the advisor side of fintech news.
I know, it feels like we find a way...
WEALTHTECH INSIDER: People are the Key to Great Experiences
Technology is causing a convergence in industries – even in the financial industry, products are relatively similar and the same services are offered at scores of advisory and wealth management firms.
Publisher Notes For 8/15/23
Friends, huge thanks to our friend Teresa Leno of Fresh Finance for jumping in as editor this week. Meantime, we've got a great piece on Web3 gaming and an important op-ed on financial literacy, pluls more. READ UP!!
OpEd: Financial Literacy in America – We Must Act Now
Financial literacy, which benefits from financial education, directly correlates to making sound financial decisions that help one manage and grow financial assets confidently.
MARTECH MINUTES: Marketing Budget Cuts: Work Smarter and Spend Less
It's no secret that in 2023 marketing budgets are being cut left-right-and-center and are about more than just reading through financial statements. We're talking...
The Week in Digital Wealth (8/14/23)
Things didn't simmer down in the industry as summer temperatures continued rising.
Our thoughts and prayers are with the victims of the Maui fires.
Impact investors...
Decentralized Diaries for the Week of 8/14/23
Gary Gensler continues his "rock-paper-scissors" game with the crypto space with the ARK Invest Bitcoin ETF delay and the XRP appeal.
Sam Bankman-Fried is no...