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MARTECH MINUTES: Exploring the Phenomenon – Social Media Statistics & Use by Financial Professionals

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Social media has become an essential tool for businesses across all sectors, and the financial industry sector is no exception.

Advisor Tech Talk (Week of 10/02/23)

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There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of...

Top 5 VC Deals of the Week in Fintech (10/2/23)

Pivoting... As investors pivot their funding into differing sectors, startups must also pivot their strategy and development to meet time-sensitive goals. "Goals?"...

DWN Publisher Notes For 9/27/23

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Friends, this week we have a new zoomcast with Jim Row of ESG platform Capturiant.  Meanwhile, we have more news from the SEC, banks get help with college loan balances & the 9-figure VC fundings are back! READ UP!

MMM……..Mish Mash & More

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You have arrived at your destination. So where is that exactly? In this case it's the end of the third quarter. Only a few...

MARTECH MINUTES: Elevating Advisor Marketing Using MarTech Integrations

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The marketing department often provides a vendor list for independent advisors under an RIA or independent BD model to select technologies to help them market their services.

FINTECH & PHILOSOPHY w/ Cindy Taylor: Meet Jim Row of Capturiant

In this episode, we're joined by Jim Row, Founder and Managing Partner of Entoro Capital, LLC, a middle-market, traditional and alternative investment bank based in Houston, TX.

REAL CLEAR CRYPTO: Private vs. Public Blockchains

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Blockchains, also known as distributed ledgers, have been a subject of intense interest for their transformative potential within business applications.
Data breach

WEALTHTECH INSIDER: Revisiting Three Steps to Help Protect Your RIA from Data Breaches

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Data security breaches grab headlines every day, exposing businesses & their clients to grievous costs & potential liabilities. In the first half of 2021, more than 1,700 data breaches have exposed about 18.8 billion records.

Decentralized Diaries for the Week of 9/25/23

Should the current "rulers" of the cryptospace disappear forever? Custodia's Caitlin Long seems to think so. There's a new social login in the Web 3.0 space. Binance...