Matt Macomber ๐บ๐ธ retweeted
"Are you proud of the experience you are delivering to your client? @AdvisorEngine CEO Rich Cancro wants your firm ready for the future. #T32022 aetech.cc/37SP98g
Matt Macomber ๐บ๐ธ retweeted
I wrote this article, and I thought Iโd share it with you. letsmakeaplan.org/financial-โฆ โ at Morgan Hill, CA
Matt Macomber ๐บ๐ธ retweeted
We're making #fintech news at @Finextra!๐ฐ Read more about how InvestorEQ, the behavioural finance tool at the centre of our integrated wealth management platform, is now available to help financial advisors meet their business development goals and strengthen client engagement.
Company announcement: Pascal Wealthtech to offer behavioural financial tool... finextra.com/pressarticle/88โฆ #fintech
Matt Macomber ๐บ๐ธ retweeted
Don't forget to pencil in the SNL opening as a key market event risk for next week.
Matt Macomber ๐บ๐ธ retweeted
Day 5: Fundraising day. We made a video and each of the kids was asked to enter emails and cell numbers.We have a donor that will match anything up to $10,000! Teaching these kids how to prospect...life skill.If youโd like to contribute hereโs the link ets.rocks/3dKTjO9
Matt Macomber ๐บ๐ธ retweeted
Check out my latest article: Reap the Whirlwind: Low Financial Literacy Poses Brand Risk as Newbies Enter the Investing Fray linkedin.com/pulse/reap-whirโฆ via @LinkedIn
5 mistakes financial advisors must avoid advisorengine.com/blog-feed/โฆ via @paikert?lang=en
Matt Macomber ๐บ๐ธ retweeted
"While 84% of wealth managers believe AI will transform their industry in the next five years, just 28% are currently scaling it across their businesses."
North American Wealth Managers Have Not Fully Embraced #AI
j.mp/3pivGBc
via @ScottReddel @Accenture
#wealthtech
Matt Macomber ๐บ๐ธ retweeted
What are the implications of the #SolarWinds hack? For starters, this was what we call a '#breachcomplex', or a cluster of interrelated but separate breaches. Why is this distinction vital? Because of the harm that the resulting separate breaches (estimatโฆlnkd.in/geMuybK
Matt Macomber ๐บ๐ธ retweeted
Replying to @netbanker
@netbanker on @BreachClarityโs value to FIs in two sentences: โSecurity is the number one concern of digital consumers. Anything you can do to make them worry less is money in (your) bank.โ fintechlabs.com/fintech-starโฆ
Matt Macomber ๐บ๐ธ retweeted
Everyone with money worries about protecting it, but when it comes to new breaches occurring every day, they don't know how. With bad advice and inauthentic products flooding the market, there's a shared financial health opportunity for FIs and consumers!โฆlnkd.in/gqArrQy
Matt Macomber ๐บ๐ธ retweeted
Looking for a truly new loyalty/revenue/acquisition/anti-fraud ROI solution that gets consumers out of the call center? Let's talk (demo is under 3 minutes, and you've never seen anything like this before) @MindofAlPascual Matt Macomber@FraudWall lnkd.in/gyQKdwn
if you're a #wealthtech startup, make sure you check out the @FinMasonInc FinSpring offering.
"@BodesWell_io Graduates from FinMason Accelerator to Become Official Partner" - ow.ly/nZKL50BXrsj
#fintech #wealthtech
Envestnet MoneyGuide to Launch Premium Version of Plan Analytics | t3 Technology Hub shar.es/abTq78
Great write up @FinTechie, tons of utility, esp in Plan Pulse
An inspiring piece for not just RIAs but anyone running a small business
As the RIA business merges toward big and centralized, small nimble firms still have a lock on doing well andย making a great living riabiz.com/a/2020/10/15/as-tโฆ
Matt Macomber ๐บ๐ธ retweeted
.@Fidelity plans to hire 4,000 people over the next six months, including financial advisors.
spr.ly/6010GNWTe
Matt Macomber ๐บ๐ธ retweeted
When asked what communications they most wanted, investors expressed strong preference for financial advisers to engage in deeper dialogues with them.
The new face of #wealth #advice: It's personalized
j.mp/36xlSg8
#personalization #wealthtech
Matt Macomber ๐บ๐ธ retweeted
The quickest most engaged segments in #digital #wealthmanagment ?
#hnw #Boomers
www-forbes-com.cdn.ampprojecโฆ
@KMcDTech @Xbond49 @rshevlin @stratorob @SpirosMargaris @UrsBolt
Interesting interview, interesting product for making advisors smarter. "...the technology automates the mundane and the human is augmented to provide a differentiated service."
Financial advice augmented by #AI (itโs called Responsive)
j.mp/33q8WGV
by @chris_skinner via @nordic_nfi
#wealthtech #advicetech #wealthmanagement
Matt Macomber ๐บ๐ธ retweeted
5 Bank And #Fintech Partnership Ideas To Generate Revenue
bit.ly/30TPeBG
#banking #finserv #partnerships
@JimMarous @BrettKing @SpirosMargaris @leimer @psb_dc @efipm @jasonhenrichs @enricomolinari @Clagett @Xbond49 @antgrasso @ChrisTremont @TheRudinGroup @sytaylor



















