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Newly-established RIAs are exciting. Independent advisors can pick the tools they want, build their own culture, and hone in on the clients that will help them grow. When you’re looking for ideas about your new practice, don’t count out the hard-earned lessons of your fellow small businesses.

In the digital age, advisors who want to organically attract more clients and prospects need to raise their voices over the din of the crowd, according to Matuya Brand, Head of Content and B2B marketing for TIFIN Clout

Inflation. For the life of me I cannot understand how jumping people's cost of living up 20% and then cheering when that 20% rise is "only" adding 3% a year now is a win. Huh??

Friends, this is the week we launch our new "AI & Finance™" newsletter - an idea several months in the making that got clarified at a pool in BelAir - that's how creative minds work! Meanwhile, make sure to read "The Election, Football & Markets" - it will help you make sense of this wild & crazy world we're living in at present!

The 2024 primaries are over. No, not the election primaries but rather the NFL football road to the Super Bowl. Gad, the similarities are...

One of the most perplexing and persistent is managing marketing communication policy gaps. Marketing communications policies provide an outline or blueprint that guides all elements of communication.

This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...

Startups: "How high can you grow?" Like 'high jumpers' in sports, the goal is to keep raising the bar (and clearing it)....

In this week’s 'AI & Finance' column, we have a lot of artificial intelligence-related news from the regtech, proptech, insuretech, martech and lendtech sectors...

Publisher's Note: Friends, we're launching a new media brand called AI & Finance™, and the weekly column you're reading below (originally published on 1/24/24)...