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Haven Tower Group Wins Gold Award for Excellence in Brand Activation and Marketing
In a significant recognition of its expertise in strategic communications and brand strategy, Haven Tower Group LLC, a leading wealth management-focused communications agency, has...
Decentralized Diaries for the Week of 4/29/24
The industry (has certainly) moved past the speculative phase, where cowboys reigned and anything was possible. Innovations still happen, but progress is (now) governed...
Marketing Matters: The Evolution of Third-Party Solutions Providers in an Evolving Ecosystem
Third-party, digitally-enabled marketing solutions focused on driving lead gen for independent financial advisors continue to proliferate, and small wonder. Effectively identifying and converting prospective...
Advisor Tech Talk (Week of 4/22/24)
The biggest advisor tech news this week is not among our list of headlines.
Because this news did not come from a...
Decentralized Diaries for the Week of 4/22/24
The crypto industry is no longer a touch-and-go affair, with laws and rules changing the game's nature.
That said, inter-country collaborations are (very much) alive...
Essential Edge Appoints Alex David to Advisory Board
Santa Fe, New Mexico-based Essential Edge Compliance Outsourcing Services, a provider of third-party compliance services for broker-dealers and RIAs, has added wealth management industry...
AI & Finance™ | News for the Week Ending 4/19/24
A lot is happening with artificial intelligence in financial services—the news items within this week’s AI in Finance newsletter represent broad and diverse applications...
AI REGS & RISK: Innovation at a Crossroads – Can Regulators Keep Pace with...
By Greg Woolf, AI RegRisk Think Tank
All eyes are on the financial horizon where AI looms large, promising a revolution that's got everyone from...
CRYPTO IS MACRO: Is The Bitcoin Halving Priced In?
By Noelle Acheson, Crypto Is Macro Now
With less than a week to go, it’s time to take a quick look at the potential impact...
AI-Centric Tech Platform TIFIN Announces New President
TIFIN, a prominent innovator in AI-driven technology for the financial sector, has announced the appointment of Robert Pettman as its new Chief Revenue Officer...