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Advisor Tech Talk (Week of 6/12/23)
There are no summer doldrums (yet) to be found in the wealth tech space, as we have another interesting collection of...
Top 5 VC Deals of the Week in Fintech (6/13/23)
Spotlight on diversity-
“With the addition of LGBTQ+ tags, there are now a total of 20 Diversity Spotlight tags focused on race/ethnicity, gender, and...
MARTECH MINUTES: The Value of Enterprise Marketing Technology
Enterprise marketing technology (EMT) involves using advanced software and platforms to streamline processes, collect data, automate tasks, and increase the reach of a company’s marketing efforts.
Wealth Industry Vet Kevin Keefe Joins CoastalOne
CoastalOne appointed former President and CEO of Cetera subsidiary First Allied Securities and Executive Vice President and CEO of Corporate RIA at Advisor Group...
WEALTHTECH INSIDER: Why Email Campaigns Still Matter
The email inbox, for many, has become a symbol of workplace conversations that never end and newsletters that a person has forgotten they signed up for in the first place.
TIFIN AMP Has Announted a Spinoff with Independent Series A Funding
Publisher's Note: TIFIN has forged a unique path in the wealthtech space since its inception and today's annuoncement below continues in that tradition of...
Publisher Notes For 6/6/23
Friends, this week has brought more action from the SEC against the digital assets industry with lawsuits against Binance & Coinbase. Think what you will about these regulatory actions, but meanwhile, forward-thinking states like Wyoming queue up stablecoins...READ UP!
MARTECH MINUTES: The Impact of Financial Content Marketing
Content marketing has become an important part of advertising the services of financial advisors & their firms. For advisors, content marketing offers a unique & personal connection with both clients and prospects.
Stablecoins are IN. In Wyoming.
Remember stablecoins? Thought they had fallen by the wayside over the past couple of years? Lost their appeal? Well, stablecoins are IN and are...
Decentralized Diaries For The Week of 6/6/23
By Christopher Hamman
With GREAT drama from the regulators at the SEC, the crypto space nevertheless hummed along with the usual suspects coming...