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STANDARD DEVIATIONS PODCAST: Matt Reiner – Becoming the Advisor of the Future
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Matt Reiner.
Matt Reiner is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™...
BACK OFFICE HEROES: Risk Tolerance – What is Actually Being Measured?
Most wealth management firms measure and use risk tolerance as part of their process using Docupace’s PreciseFP platform, or another industry competitor—but what are they actually measuring?
How Robust Tech Stacks Can Support Recruiting of Wirehouse Breakaway Advisors
As industry consolidation continues apace and wirehouse breakaway recruiting wars intensify, it is clear that technology and digital solutions comprise a compelling part of an independent firm’s value proposition.
MARTECH MINUTES: From Facilitator to Educator – The Changing Role of Industry Professionals
In recent years, there has been a growing expectation among the public that wealth managers should provide more than just advice on which products to purchase.
WEALTHTECH INSIDER: There Are Better Ways to Measure Financial Success Than Returns
Measuring success in investing in terms of the performance of financial markets has very little to do with real life. Real people have goals & some of those goals are essential to achieve, while others are more aspirational.
Advisor Tech Talk (Week of 10/17/23)
You’ve probably heard this one before, but we had another busy week in advisor technology headlines—but while the bulk of the...
Top 5 VC Deals of the Week in Fintech (10/17/23)
Time Keeps on Slipping...
Amid the uncertainty of world events, the startup community, domestically and abroad, is being impacted. Earlier this year...
DWN Publisher Notes For 10/11/23
Friends, this week we have an insightful new zoomcast with Michael Pinsker of Docupace, a speculative look at what's next for markets and more great content and news in the digital wealth sector. READ UP!
INTELLIGENCE FOR GROWTH: 6 Ways to Use Content to Help Your Clients Through...
Advisors can help keep their clients on track through current turmoil with some timely and highly-personalized messaging, said Jay Manciocchi, Head of Content at TIFIN Clout
Now What? What’s Next?
Crazy enough for you?
Just trying to get to the end of the year and the only thing in the way is the fourth...