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WEALTHTECH INSIDER: Why Data Is a Differentiator for Financial Advisors
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
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)
It was another big week in advisor tech news.
Of course, the biggest news of the week (already covered in our last...
Advisor Group Announces Brand Reveal Date
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)
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!!