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MARTECH MINUTES: Leveraging Enterprise Technology for Advisor Marketing

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Using enterprise MarTech at the firm level can help alleviate advisor marketing problems by streamlining technologies and reducing the marketing workload for advisors.

The Week in Digital Wealth (4/18/23)

By Christopher Hamman Despite all the twists and turns in the Digital Wealth space, things are moving along...

Decentralized Diaries For The Week of 4/18/23

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By Christopher Hamman The crypto space has increasingly divided Capitol Hill. Then again, so is most of the Country.  Peer-to-peer marketplace OpenBazaar is seeking a...

Advisor Tech Talk (Week of 4/18/23)

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There’s a lot to cover in advisor tech news this week, so we’ll get right into it. CapIntel has entered an agreement...

STANDARD DEVIATIONS PODCAST: Dr. Emily Koochel – A Fresh Perspective on Financial Psychology

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Dr. Emily Koochel. Dr. Emily Koochel is an experienced financial professional, academic...

Publisher Notes For 4/11/23

Friends, our new zoomcast series "Fintech & Philosophy" is FINALLY HERE and we're so excited! In the meantime, there's more CAN'T MISS financial technology news & insights in our editorial line up this week. READ UP!

The Week in Digital Wealth (4/10/23)

By Christopher Hamman According to government job numbers, which were better than expected last week, the US economy...

MARTECH MINUTES: Digital Marketing Basics Part 3 – Focusing on Meta Descriptions

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Search engines claim that meta descriptions do not have a direct impact on SEO. However, meta descriptions boost the click-through rate (CTR) for webpages, signaling to search engines that your page is trustworthy. A strong meta description will boost your SEO score.

FINTECH & PHILOSOPHY with Cindy Taylor: Meet Michael Partnow of JIFFY.ai

Welcome to my new Zoomcast series "Fintech & Philosophy", where we we explore the personal motivations that drive the successes behind fintech’s top C-suite executives! * *...

Top 5 VC Deals of the Week in Fintech (4/10/23)

"What glitters is not always gold." "Size doesn't always matter." The same songs keep playing from a squeaky record player off of broken...