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Advisor Tech Talk (1/17/23)
The advisortech sector keeps on keepin' on with several important new announcements coming at us in the first week after the...
AI ILLUMINATIONS: Exceeding The Expectations of The New Age Client, Part 1
As Financial Advisors set personal resolutions for the New Year, one of the things they need to focus on is understanding what their clients’ resolutions are and what their expectations are.
Decentralized Diaries For The Week of 1/17/23
By Christopher Hamman
The decentralized space has somewhat revived after positive lower-than-expected US CPI numbers.
Bitcoin is breathing easy at around $20k.
SBF's lawyers have...
Top 5 VC Deals of the Week in Digital Wealth (1/17/23)
By Teresa Leno
Last week CB Insights released its State of Venture Global | 2022 recap report, and as many anticipated, VC...
The Week in Digital Wealth (1/17/23)
By Christopher Hamman
Things picked up steam last week as everyone settled down and business as usual returned.
The...
White Glove Simplifies Pricing as Demand for Services Grows
Detroit-based White Glove, a tech-enabled marketing company that specializes in client acquisition and engagement for financial advisors,launched a simplified, all-inclusive pricing structure.
The company focuses...
Publisher Notes For 1/10/23
Friends, we're excited to launch two new features this week - a new podcast series, Standard Deviations, and a new content series, Martech Minutes. We think you'll love them both! READ UP!
Advisor Tech Talk (1/10/23)
Friends, you may have noticed our newsletter and website had several new items going up this week, as we go through...
Decentralized Diaries For The Week of 1/10/23
By Christopher Hamman
Things are looking up for the cryptocurrency space.
BlackRock added Bitcoin exposure to its Global Allocation Fund.
Bitcoin prices crossed the $17,000...
The Week in Digital Wealth (1/10/23)
By Christopher Hamman
The year got off to a great start, with earnings announcements from financial service providers...