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The Week in Digital Wealth (1/10/23)
By Christopher Hamman
The year got off to a great start, with earnings announcements from financial service providers...
MARTECH MINUTES: How to Get More ‘Social’ on Social Media in 2023
There is no time like the beginning of a New Year to take the plunge into creating a social media presence for your firm. A 2022 study by Smart Asset revealed that marketing is a top priority for FAs in 2023.
Publisher Notes For 1/4/23
And, just like that, the holidays are a wrap! Friends, jumping into 2023 with a crisp newsletter, full of the industry news you need NOW to get the year underway! READ UP!
MARTECH MINUTES: The Shift to Social Media for News Content
By Teresa Leno
A recent Pew Research report ‘News Consumption Across Social Media’, highlights how Americans are accessing news content, and the role that each...
Top 5 VC Deals of the Week in Digital Wealth (1/3/23)
Friends, with the holidays now behind us, we're back it in 2023 analyzing the top deals in fintech and digital wealth...
The Week in Digital Wealth (12/27/22)
By Chris Robbins
It was a slow holiday week in the wealth tech sector, but a busy week...
REAL CLEAR CRYPTO: Trump Goes Web3
Having previously said that he’s “not a fan” of Bitcoin, Trump seems fine with using Bitcoin’s technology for the creation of an equally ephemeral but profitable web3 community.
WEALTHTECH INSIDER: 10 Cutting-Edge Tech Tools That Can Upgrade Your Practice, Part 2
A good technology partner is always thinking ahead, so that wealth management firms can focus more on thinking about what’s next for their clients.
Publisher Notes For 12/21/22
Friends, wishing you a beautiful season with family & friends! While you bask in the holiday glow, we have new content on calculating ROI on automation, where crypto is headed next plus the top 10 tech tools for 2023.
INTELLIGENCE FOR GROWTH: Charitable Giving to Jump Amid Recession Fears?
It's no secret that the major benefit of donor-advised funds (DAFs) is the ability to take an immediate tax deduction on the amount contributed. Another benefit is that DAFs can hold funds indefinitely.