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INTELLIGENCE FOR GROWTH: To Get More Leads, Bait The Marketing Hook With Custom Content
If the crises of the last decade have offered any lessons for the wealth management industry, it’s that advisors need to improve the quality and frequency of their client engagements.
Advisor Tech Talk (3/15/22)
Volatility is everywhere—and we talk a lot about the changes and the opportunity, but we shouldn’t forget about...
JIFFY.ai Raises $53 Million in Funding as Part of Series B Round
PALO ALTO, CA – – JIFFY.ai, an award-winning app-based low-code/no-code intelligent automation platform, today announced that it has raised...
Top 5 VC Deals of the Week in Digital Wealth (3/8/22)
Seeing a bit of a pullback this week in the megadeals of fintech. In prior editions, we've seen EVERY deal at $200M+. This week, only our largest deal hit that number. However, last week was a rare one indeed in geopolitics.
INTELLIGENCE FOR GROWTH: The Best Times to Post on Social Media
Social media and what it takes to succeed can seem like a black box. Each platform has its own algorithm that it continually updates based on how users interact with content and their own internal goals.
Atria’s Tech Tools Drive Recruiting Growth for Credit Union-Focused Subsidiary
Seeing as many as a dozen potential and current clients on a given day, financial advisors working within...
Crime, Adoption, and the Resurgence of Tezos
Recently, it seems we are regularly hearing about another cryptocurrency-related scam, another major corporation developing non-fungible token (NFT) collectables, and another sovereign nation adopting digital currencies.
REAL CLEAR CRYPTO: NFTs Are Full of Promise—and for Some, Peril
Non-fungible tokens (NFTs) might play a huge role in the future of financial industry, but today, many issuers struggle to use them effectively, and advisors and investors need to be aware of their potential risks.
The Week in Digital Wealth (3/8/22)
Russia & Ukraine updates, Visa & MasterCard cut ties with Russia, Switzerland adds sanctions and freezes Russia-owned digital assets, Yearn founder and lead Fantom developers have officially left the crypto space, and 60 new DeFi projects are headed for Cardano (ADA). Rarify aims to add value to the NFT sector, while Thetanut aims to level the playing field in crypto-related options markets. Finally, Binance bets big with its new payment venture aimed at accelerating the adoption of crypto worldwide.
Perigon Wealth Management Announces Addition of New Team Members
The San Francisco-based firm recently announced several new additions highlighted by three appointments to its leadership team: Beth...