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Advisor Tech Talk (Week of 10/9/24)
I know that it might seem like we say this a lot at Digital Wealth News, but this was an extraordinary...
FINTECH VIEWS: Prudential’s Bold New Digital Push – Hispanic Market Campaign Goes High-Tech
In a world where digital innovation drives engagement, Prudential Financial, Inc. (NYSE: PRU) has unveiled its new Hispanic Market Campaign, a tech-forward initiative designed...
MARTECH MINUTES: How Marketing Teams Can Survive Budget Cuts and M&A
During times of change, marketing teams need to prioritize their actions. Budget cuts mean less room for experimentation, so focusing on tried-and-true tactics that deliver results becomes paramount.
STANDARD DEVIATIONS PODCAST: Cady North – The Art of Sabbatical
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Cady North, Founder and CEO of North Financial Advisors
Cady North...
FINTECH VIEWS: Six Things to Know About Advisor Transitions – An Interview with Grier...
By Billy Hopkins
At Silver Oak, we’re no strangers to the advisor transition process; in fact, we’ve made it a cornerstone of our business to...
AI & Finance™ | News for the Week Ending 10/04/24
A big week in wealth management and wealthtech news did not equate to a bigger week in financial artificial intelligence headlines, but as usual,...
Top 5 VC Deals of the Week in AI (10/04/24)
This week we continue our series on the top 5 VC-funded deals in AI.
This past week was for a third time in a row...
The Taylor Market Report (10/1/24)
October is not the kindest month for investors. Waiting for one more big push up might be like picking up quarters on the freeway. Odds are not good. If being short isn't for you, at least be defensive and cautious.
WEALTHTECH 3.0: Founders Arena Welcomes Third Cohort of Startups Innovating Financial Services
The Founders Arena WealthTech Accelerator, in partnership with SEI®, First Rate, Inc., Republic Capital Group, the City of Arlington, and the Arlington Economic Development Corporation, has officially announced the third cohort of startups participating in its global accelerator program.
MARTECH MINUTES: 5 Things Advisors Must Do Now To Grow AUM in 2025
Continuous marketing is critical to expanding your client base and growing your AUM. Here are five 'marketing things' that every advisor must deploy now to grow their business in 2025.