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As Focus Turns to Organic Growth Over M&A, Wealth Managers Combining Digital Engagement and...
With M&A markets much less frothy this year compared to recent prior years, many wealth management firms have shifted their focus to organic growth in the form of recruiting more financial advisors and helping existing advisors win more client relationships.
The Taylor Market Report (2/28/23)
The definition of artificial is used figuratively to describe something as being faked, phony, or contrived The definition of intelligence is....smart. So, if the quant financial programs are using AI, are they "fake smart"?
AI ILLUMINATIONS: Countdown 3,2,1 – Take Off!
Advisors planning to change their affiliation—be it a transition between broker-dealers, breaking away for a wirehouse or moving between RIAs—will have their work cut out for them.
Decentralized Diaries For The Week of 2/28/23
By Christopher Hamman
What a week!
SEC chair Gary Gensler finally toed the line, classifying the Altcoins as securities, with crypto lawyers coming after...
Advisor Tech Talk (Week of 2/28/23)
What a busy week in advisor technology news, with a lot of important headlines to share.
Perhaps no story was more important...
Berkshire Global Advisors FinTech Practice Sees WealthTech M&A Resuming
The fintech sector remains fragmented, signaling a significant opportunity for mergers and acquisitions to drive efficiency and growth. Even as increased interest rates push...
The Taylor Market Report (2/21/23)
Morgan Stanley announced stocks could decline 25%, real estate sales are beginning to plunge, inflation didn't go "poof" away. The bright spot is in the bitcoin/ethereum corner
Publisher Notes For 2/21/23
Friends, in celebrating President's Day this week, it's interesting to note that Washington (along with Hamilton) arguably created the original American fintech - the Bank of the United States. Fascinating! In the meantime, READ UP!
REAL CLEAR CRYPTO: “Green” Bitcoins & How Crypto Can Support Environmental Sustainability
As concerns surrounding Bitcoin’s energy usage remain pervasive, crypto’s multi-feature utility shows that it has the potential to help countries reach their climate goals faster.
MARTECH MINUTES: Using Keywords To Level Up Your Finance Content Marketing
By Teresa Leno
A fresh New Year is here, and you may be ready to upgrade your advisor marketing tactics. Whether you manage your blog...