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As Focus Turns to Organic Growth Over M&A, Wealth Managers Combining Digital Engagement and...
With M&A markets much less frothy this year compared to recent prior years, many wealth management firms have shifted their focus to organic growth in the form of recruiting more financial advisors and helping existing advisors win more client relationships.
AI ILLUMINATIONS: Countdown 3,2,1 – Take Off!
Advisors planning to change their affiliation—be it a transition between broker-dealers, breaking away for a wirehouse or moving between RIAs—will have their work cut out for them.
Volcanoes, Bitcoin and Innovation. Remember El Salvador?
Time sure flies by fast. Remember way back to November 2021? Bitcoin was in the lofty $60K clouds. Only a few months earlier (Sept....
STANDARD DEVIATIONS PODCAST: Eben Burr – Peace and Growth: The Case for Risk Management
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by by Even Burr, President of Toews.
Eben Burr is the President of...
MARTECH MINUTES: How Organizations Can Produce High-Quality Content Without Writing a Word
To create high-quality content for your organization, consider working with a subject matter expert (SME). Hiring an industry-specific copywriter can benefit your organization by writing content for your SME.
Advisor Tech Talk (Week of 2/28/23)
What a busy week in advisor technology news, with a lot of important headlines to share.
Perhaps no story was more important...
The Week in Digital Wealth (2/28/23)
By Christopher Hamman
With key inflation numbers rising, many people wonder if the US economy will rebound as...
WEALTHTECH INSIDER: How OCIO Helps Grow and Scale Your Business
Outsourced chief investment officer solutions, or OCIOs, have been available for a while, but were often viewed as higher touch versions of turnkey-asset management platforms.
Berkshire Global Advisors FinTech Practice Sees WealthTech M&A Resuming
The fintech sector remains fragmented, signaling a significant opportunity for mergers and acquisitions to drive efficiency and growth. Even as increased interest rates push...
The Taylor Market Report (2/21/23)
Morgan Stanley announced stocks could decline 25%, real estate sales are beginning to plunge, inflation didn't go "poof" away. The bright spot is in the bitcoin/ethereum corner