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THE TAYLOR REPORT

The Taylor Market Report (12/5/23)

Taylor Report Bill Taylor - December 5, 2023 0

For the week, gold is basically flat (off 1%) after hitting a new all time high, the S&P 500 is up a tiny bit and (applause please) bitcoin and ethereum exploded up.

BACK OFFICE HEROES

BACK OFFICE HEROES: The Essential Components of an RIA Productivity Suite

Back Office Heroes DWN Staff - December 3, 2023 0

Over the last four to six years, there has been a gradual change in how advisors build relationships and service their clients. The change has emanated from regulatory changes driving advisors' fiduciary duties.

REAL CLEAR CRYPTO

REAL CLEAR CRYPTO: The Upcoming Bitcoin Catalysts are Impossible to Ignore

Real Clear Crypto Guest Contributor - December 4, 2023 0

There are some large impending catalysts in the Bitcoin arena, notably the Bitcoin halving in April 2024 and the anticipated approval of a Bitcoin spot Exchange-Traded Fund (ETF) by the end of January 2024.

MARTECH MINUTES

MARTECH MINUTES: The Impact of Financial Education Content in Enhancing Relationships

MarTech Minutes DWN Staff - December 4, 2023 0

Financial professionals must keep pace and utilize educational content to build and fortify client relationships. Here are seven ways financial education content helps advisors build client relationships.

INTELLIGENCE FOR GROWTH

INTELLIGENCE FOR GROWTH: For AI-Driven Marketing Automation, Integrations Are Key

Intelligence for Growth DWN Staff - December 2, 2023 0

Any well-built technology is only as good as the information that an advisory firm feeds it. For an AI-driven marketing automation platform, that fuel is fed via integrations, said AJ Boury, Clout by TIFIN’s CMO.

WEALTHTECH INSIDER

WEALTHTECH INSIDER: The First 8 Years from Startup to Enterprise

Wealthtech Insider DWN Staff - December 4, 2023 0

For growing financial firms, the first $1 billion in AUM is the most difficult to achieve because of the amount of change that takes place as a practice becomes a business, and a business transforms into an enterprise.

AI ILLUMINATIONS

AI ILLUMINATIONS: Are you Seeking a Vendor or a Partner?

AI ILLUMINATIONS DWN Staff - December 1, 2023 0

For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.