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For independent advisors, the marketing department often provides a vendor list for advisors to select technologies to help them market their services.

The best way for wealth management businesses to approach cybersecurity issues is by investing in intelligent, automated digital platforms to help aggregate, store, and parse customer and trade data.

Indianapolis-based Sanctuary Wealth, a leading national network of independent wealth managers, has named financial services veteran Adam Malamed as its new Chief Executive Officer,...

The major case for going digital when it comes to client data gathering is that clients believe advisors aren’t digital enough. After all, most advisors are still working with outdated technology systems or even spreadsheets.

Docupace, the cloud-based fintech digital operations software company for the wealth management industry hired Mike Zebrowski to serve as its Chief Operating Officer. Zebrowski represents...

Summary: You’ve been to niche to grow, but should you?  To balance out the great advice in episodes 36 & 38 we wanted to...

Summary: Asking for referrals tends to be taught as the gold standard for growing ones business, but is it?  Asking for referrals in fact...

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...

Summary: Zoom!  What was that?  That was 2022 my friend!  What, it’s already over?  Yup.  Can I get another?  Nope, but we can learn...

Summary: Are you eating what you kill or planting for 10,000 beans? Join Adam & Derek as they chat with special guest Rich Campe...