Publisher Notes

Publisher Notes For 6/28/22

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Friends, well THAT was a week. We continue to strive to report THE NEWS in the digital wealth sector, and (thankfully) choose to refrain from weighing in on current politics. To that end, we've got another PHENOM newsletter for you, filled with important info you can use in your daily financial practice. READ UP!
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Wealthtech Insider

Wealthtech Insider: Advisors Shouldn’t Be Afraid To Talk Taxes In 2022

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Financial advisors have a huge opportunity to help their clients with tax issues. The problem is that many advisors believe providing tax assistance to their clients is tantamount to providing tax advice.

Fintech Corner

Fintech Corner: 7 Strategies to Help Wealth Managers Stem the Flood of Data

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“Today’s wealth management industry is awash with data but starved of insight,” according to Adrian Johnstone of Practifi. “We have so much information but lack clarity on how to manage it and what to do with it.”

REAL CLEAR CRYPTO

REAL CLEAR CRYPTO: 1000 Words on Davos

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During our recent trip to Davos, we spent the majority of our time at the “Blockchain Hub”, a centrally located NFT art gallery which also hosted presentations by blockchain developers and thought leaders.

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The Taylor Report (6/28/22)

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What to do now? Get out of the way. You know what they say? Don't try to catch a falling knife. Well it's about to start raining knives. Just ask the crypto investors/traders how that feels.

Publisher Notes For 6/28/22

0
Friends, well THAT was a week. We continue to strive to report THE NEWS in the digital wealth sector, and (thankfully) choose to refrain from weighing in on current politics. To that end, we've got another PHENOM newsletter for you, filled with important info you can use in your daily financial practice. READ UP!

JIFFY.ai Illuminations: How Financial Firms Can Decide What to Automate First

How can companies starting on their technology journey identify the right process to automate? The answer is multifaceted, per Phil Sheridan at JIFFY.ai, an autonomous enterprise platform for finserv organizations.

Jiffy.ai illumations

JIFFY.ai Illuminations: How Financial Firms Can Decide What to Automate First

How can companies starting on their technology journey identify the right process to automate? The answer is multifaceted, per Phil Sheridan at JIFFY.ai, an autonomous enterprise platform for finserv organizations.

Marketing Advice

MARKETING ADVICE: Simple Steps for Financial Advisors To Start Blogging

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In the digital age, advisors who want to organically attract more clients and prospects need to raise their voices over the din of the crowd, according to Matuya Brand, Head of Content and B2B marketing for TIFIN Clout

THE TAYLOR REPORT

The Taylor Report (6/28/22)

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What to do now? Get out of the way. You know what they say? Don't try to catch a falling knife. Well it's about to start raining knives. Just ask the crypto investors/traders how that feels.

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Sarson funds

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