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Advisor Tech Talk (Week of 4/25/23)
When the weather gets warm, fintech news often slows down--maybe all those coders are out playing softball in the beautiful spring...
Publisher Notes For 4/18/23
Friends, the wealthtech industry is going through some major reshuffling right now, as is tech in general, but there are so much positives going on, too. You've gotta stay informed to have the edge! To that end, READ UP!
MARTECH MINUTES: Leveraging Enterprise Technology for Advisor Marketing
Using enterprise MarTech at the firm level can help alleviate advisor marketing problems by streamlining technologies and reducing the marketing workload for advisors.
Sound Income Strategies’ ETF Wins Again
Sound Income Strategies, a Fort Lauderdale, Florida-based Registered Investment Advisory (RIA) firm reported its Sound Enhanced Fixed Income ETF (FXED) ranked in Morningstar's top...
Gold Has a Warning For Bitcoin
Listen to your elders. The voice of experience can be quite valuable and very insightful. In this case the "elder" is none other than...
The Week in Digital Wealth (4/18/23)
By Christopher Hamman
Despite all the twists and turns in the Digital Wealth space, things are moving along...
Decentralized Diaries For The Week of 4/18/23
By Christopher Hamman
The crypto space has increasingly divided Capitol Hill.
Then again, so is most of the Country.
Peer-to-peer marketplace OpenBazaar is seeking a...
Advisor Tech Talk (Week of 4/18/23)
There’s a lot to cover in advisor tech news this week, so we’ll get right into it.
CapIntel has entered an agreement...
Rethink. Financial Advice Podcast: Ignore Marketing Data at Your Own Peril Featuring Samantha Russell
Financial advisors rely on data to help their clients, but what happens when they ignore marketing data when it comes to growing their business? ...
WYOMING BEE | Blockchain Education for Everyone: Meet Jahon Jamali
By Mike Wilkins
Like so many other people shaping the conversation in the world of blockchain and digital currencies today, the route Jahon Jamali took...