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MARTECH MINUTES: The Duty of Wealth Firms to Provide Financial Education
Financial literacy is a vital life skill, much like reading or writing. In a world dictated mainly by fiscal decisions, we must empower everyone with a fundamental understanding of how money works.
The Week in Digital Wealth (11/20/23)
Happy Thanksgiving week!
Automation is the new buzzword that rubs off everything as the holidays approach.
That said, Bloomberg is shuttering a key index next year.
NASDAQ...
INTELLIGENCE FOR GROWTH: How AI Can Help Advisors Find The Best Clients
Advisors today have plenty of options for generating leads—but how do they find the ones that will be the best prospects and, in turn, their best clients?
Fintech Corner: The Multiple Layers of Personalization in WealthTech
Personalization is the key to differentiation and a great client experience. But implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients.
The Week in Digital Wealth (11/6/23)
Happy new month (in arrears).
Cloud-based products are in fashion, coupled with AI-focused additions and solutions.
TS Imagine extended its compliance solutions with a few additions.
EquiLend...
Advisor Tech Talk (Week of 11/7/23)
Perhaps no news hit the wealth management industry harder in the last week than the layoffs at Charles Schwab—but that doesn’t...
DWN Publisher Notes For 10/31/23
Friends, our CEO mentioned that he's researching DWN for historical info for his content this week. We love being the resource you can use for delving into digital wealth - past, present & future. READ UP!
The Week in Digital Wealth (10/23/23)
Innovation continued to rule despite higher temperatures.
That said, it seems the grass is greener on the other side for many Americans.
Another credit card is...
The Week in Digital Wealth (10/17/23)
The industry continued bringing out solutions that solve everyday problems with digitization and AI at the core.
Enfusion launched its management offering.
Citi successfully integrated with...
Decentralized Diaries for the Week of 10/2/23
Happy New Month!
Can the SEC win a war on several fronts?
That's the big question as ETF applications get differing responses from the regulator.
Gemini clarified...