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WEALTHTECH INSIDER: Why Data Is a Differentiator for Financial Advisors

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Why do clients choose you as a financial advisor over your competitors? Data can help you provide real proof of your soft skills. Here’s how data can become a differentiator for your financial advising practice.

STANDARD DEVIATIONS PODCAST: Derek Hagen – Working with Change-Resistant Clients

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Derek Hagen. Derek Hagen is the founder of Money Health Solutions®️, a financial...

MARTECH MINUTES: The 411 on Advisor Content Marketing

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Content marketing is an effective way to establish credibility for your advisors while creating trust between them and their clients and prospects.

Top 5 VC Deals of the Week in Fintech (5/30/23)

This week, financial inclusion and 'un-banking' were prevalent in the startup funding scene, a sign that times are changing for consumers...

Decentralized Diaries For The Week of 5/30/23

By Christopher Hamman As we all prepare to kick back for summer, things seemed pretty sunny in the cryptospace (for the most part). Then...

The Week in Digital Wealth (5/30/23)

By Christopher Hamman We hope you enjoyed a Happy Memorial Day! With treasury yields falling, many think this is...

Advisor Tech Talk (Week of 5/30/23)

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It was another big week in advisor tech news. Of course, the biggest news of the week (already covered in our last...
NEWS BRIEF 4

Advisor Group Announces Brand Reveal Date

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In April, Advisor Group formalized its plans to consolidate its network of firms under one new brand – promising wide-ranging benefits from tech consolidation...

The Taylor Market Report (5/23/23)

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First, to be perfectly clear, THIS WEEKLY REPORT IS NOT AI-GENERATED. You don't need any type of intelligence to know that the financial markets are going nowhere. Summer mode is setting in.

Publisher Notes For 5/24/23

Friends, this week we explore the current state of CBDCs internationally, and celebrate this year's winners of the National Back Office Heroes Day, plus more!  READ UP!!