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Advisor Tech Talk (Week of 2/14/23)
Hello fellow fintechers, it was a very busy week in advisor tech news with a lot of new partnerships being announced.
In...
The Week in Digital Wealth (2/14/23)
By Christopher Hamman
Things appeared to have cooled down in the markets with incoming inflation numbers.
The US Treasury...
MARTECH MINUTES: Why Wealth Firms Should License Enterprise MarTech For Their Advisor’s Marketing
For independent advisors, the marketing department often provides a vendor list for advisors to select technologies to help them market their services.
STANDARD DEVIATIONS PODCAST: Jamie Hopkins – Financial Planning for a Life on Purpose
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Jamie Hopkins of Carson Group.
Jamie Hopkins is the Managing Partner of...
Pacific Life Mobilizes Technology and Product Innovation to Drive New Relevance for Annuities Across...
While the RIA landscape continues its brisk pace of growth and innovation, one notable product line has been slow in evolving to meet the...
Publisher Notes For 2/9/23
Friends, another great newsletter with tips on best practices for gathering client data, a look at the top blockchain-based ESG companies, crafting a meaningful money journey & starting a tech firm! That's a lot! READ UP!
Top 5 VC Deals of the Week in Fintech (2/7/23)
By Teresa Leno
The generative AI gold rush is on! Last week the world (or at least the U.S.) woke up to...
Decentralized Diaries For The Week of 2/7/23
By Christopher Hamman
Crypto winter is thawing out, or so it seems.
Shocking revelations showed that 86% of Tether Holdings was controlled by only...
Advisor Tech Talk (2/9/23)
As Chinese spy balloons float over the US (who even knew these existed until recently?!), and then get spectacularly blown out...
MARTECH MINUTES: How to Enhance Your Client Communication Using Content
A communication breakdown can create an avoidable disconnect between you & your clients. Providing timely & consistent finance articles to clients can set your firm apart from your competition & keep you top of mind.