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The biggest advantage of nurture emails is that they allow you to get hyper-specific with your message. Instead of sending a general broadcast email like a newsletter, you can send only content relevant to a person’s interests.

Public is a stock trading firm that aims to be the "anti-Robinhood" of public markets, has a more social focus and does not sell its investor's order flow.

Rellevate, Inc., a fintech company dedicated to empowering consumers through leading-edge financial and payment services, announced today a multi-year licensing and distribution agreement with Richard Petty. The partnership will allow fans to buy gift and reward cards depicting Richard Petty, “The King,” an American icon. Petty is the winningest driver in the history of the National Association for Stock Car Auto Racing (NASCAR).

DriveWealth, a leading global brokerage infrastructure platform, today announced the acquisition of Cuttone & Company, a globally-respected New York-based institutional broker dealer, thus bringing its pioneering technology to the floor of the New York Stock Exchange (NYSE)

Since we are basically still at the very beginning of 2021, with almost everyone making predictions for what may or may not happen in the coming year, it might be a good idea to look back. NOT at what happened but rather some very topical quotes and sayings that always seem to get overlooked (or ignored), BUT which have a direct and lasting importance on what's happening now. With some of these quotes, the government (and financial 'smarties') would rather you didn't remember them, but hey, they were the ones who said them.

Too many advisors are still left scrambling with how to grow and scale their marketing. Join our partner Snappy Kraken for a fast-paced webinar all about marketing automation AND personalization...

Cybersecurity is a hot topic in the wealth management industry, but in all the conversation about major breaches and new security paradigms, one audience is usually left out: small broker-dealer firms and RIAs.

Alabama residents will have access to CORO - a payment app that allows customers to exchange, send and save gold and U.S. dollars easily and securely.

CHICAGO – International law firm McDermott Will & Emery assisted Two Ocean Trust in obtaining landmark “no-action” relief from the Wyoming...

At the conclusion of a recent interview, CNBC reporter Bob Pisani asked SEC Chairman Jay Clayton: “…is there anything out there that’s on your plate right now that is sort of front and foremost that we haven’t covered that you think we should be knowing about and that the financial advisors should be knowing about right now?”