by Manish Khatta | May 26, 2023 | Christopher, Manish, Podcasts
Envestnet to roll out RIA custody, Riskalyze rebrands as Nitrogen, three Joe Duran acolytes start “not United Capital 2.0,” and...
by Christopher Norton | May 11, 2023 | Advisors, Christopher
If you were at the Jolt! marketing conference, on social media, or in any way plugged into the wider wealth tech industry in the past two weeks, you’d have been hard-pressed to escape the word “rebrand.” It’s been a hot topic of discussion (debate), and for good...
by Manish Khatta | Apr 28, 2023 | Christopher, Manish, Podcasts
Altruist acquires award-winning SSG custodial platform, an executive shake-up at Skience, Snappy Kraken’s new collaboration, and...
by Christopher Norton | Apr 20, 2023 | Advisors, Christopher
We recently published a blog about the value of ChatGPT for Financial Advisors and, like most AI tech these days, the technology is evolving faster than anyone can write about it. (Have you seen our AI art inspired LinkedIn Ads?) While I hope you found what we’ve...
by Potomac | Apr 4, 2023 | Christopher, Podcasts
Jordan and Christopher walk through Google My Business, showing you best practices to move up the rankings and start generating more traffic in your...
by Christopher Norton | Mar 16, 2023 | Advisors, Christopher
Almost a year ago to this day, I wrote a piece about marketing at Potomac that we eventually called, “Shifting Gears.” It was less a sit-down-thoughtful-moment, and more a stream of consciousness spewed on Twitter one night when my frustration with the world had...
