Home Search
tt - search results
If you're not happy with the results, please do another search
Rethink. Financial Advice Podcast: Stop Forcing Advisors to be Technologists featuring Marc Butler
With the recent release from Fidelity on how many 401k millionaires there are, and that the average account balance being just over 100k for...
MARTECH MINUTES: Internal Advisor Marketing Teams are “In”
Over the past few years, many BDs, Insurance companies, and large RIAs have segmented their marketing team into two departments: corporate marketing and advisor marketing.
REAL CLEAR CRYPTO: Blockchain Wars & The Global Quest for Dominance and Adoption
In the digital realm, blockchains emerge as a groundbreaking force, poised to revolutionize industries, redefine traditional notions of trust, and catalyze a silent yet intense global competition.
The Week in Digital Wealth (8/21/23)
Though the numbers showed a mixed picture of the American economy, the industry remained upbeat with lower unemployment.
Bloomberg went on the offensive with a...
Decentralized Diaries for the Week of 8/21/23
Crypto prices seemed to set off in one direction: south.
That didn't dampen the enthusiasm of the diehard "cryptonians".
The ride is a part of the...
Top 5 VC Deals of the Week in Fintech (8/21/23)
Un-Magical Things...
2023 has been strange for the startup world; survival tactics focus on strategic partnerships, while others are low-value acquisitions to...
Advisor Tech Talk (Week of 8/21/23)
This was not a quiet week on the advisor side of fintech news.
I know, it feels like we find a way...
WEALTHTECH INSIDER: People are the Key to Great Experiences
Technology is causing a convergence in industries – even in the financial industry, products are relatively similar and the same services are offered at scores of advisory and wealth management firms.
New hires follow TIFIN AMP’s Series A with Motive Partners in June of 2023
BOULDER, Colo. and NEW YORK, Aug 17, 2023 – TIFIN AMP, the leading artificial intelligence (AI) platform for the intelligent distribution of funds, is thrilled to announce...
AI ILLUMINATIONS: How Intelligent Automation Leads to Higher Satisfaction and Higher Margins
When we automate service processes, it creates more open time on the financial advisor's calendar. They will be able to work with more clients, dedicate time to prospect, and ultimately grow their practice.