Publisher Notes
Publisher Notes For 9/28/22
Friends, another topsy turvy week in the markets, but the news in the digital wealth sector just keeps coming. We're seeing VC dollars trending lower, even while there's more partnerships forming and new product launches. Innovation always marches forward, and that's especially true in fintech. READ UP!
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Wealthtech Insider
WEALTHTECH INSIDER: How Technology Can Help Advisors Service HNW Clients
Technology can’t replace the expertise & personal nature of the client/advisor relationship, but it can add efficiencies that keep an advisor on-task & better able to focus their time on a client’s needs.
Fintech Corner
FINTECH CORNER: Here’s The Technology Lesson Wealth Firms Need To Learn From Medicine And...
Financial advisors can learn a lot from doctors and lawyers. Providing financial advice is evolving into a profession as indispensable and rigorous as medicine and law, said Adrian Johnstone of Practifi.
REAL CLEAR CRYPTO
REAL CLEAR CRYPTO: A Turning Point In The NFT Market And An Opportunity For...
While the prices of most NFTs have declined as investor appetite for risk assets waned, there has been a lot of activity in the development of new NFT projects and communities.
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The Taylor Report (9/27/22)
The end of the third quarter is Friday and there is CHAOS globally. I have been pointing out for months that inflation was NOT transitory, interest rates were going to spike higher, there IS a recession (global?) coming and financial markets ARE in a bear market. No surprises here.
Publisher Notes For 9/28/22
Friends, another topsy turvy week in the markets, but the news in the digital wealth sector just keeps coming. We're seeing VC dollars trending lower, even while there's more partnerships forming and new product launches. Innovation always marches forward, and that's especially true in fintech. READ UP!
Semantics. The Wall Street Journal vs Coinbase.
A difference of definition. When is proprietary trading not proprietary trading? It seems the venerable Wall Street Journal defines the practice one way and...
Jiffy.ai illumations
JIFFY.ai ILLUMINATIONS: If You Build It, Who Will Come? Part 2
User and client expectations around technology have changed in recent years, especially as a larger chunk of the population has started managing their financial lives online and via apps.
Intelligence For Growth
INTELLIGENCE FOR GROWTH: Help Clients Create a Plan for Giving, Before Holiday Bells Start...
Advisors risk a missed opportunity for quality engagement if they wait until the end-of-the-year prep with clients to develop giving or philanthropic plans.
THE TAYLOR REPORT
The Taylor Report (9/27/22)
The end of the third quarter is Friday and there is CHAOS globally. I have been pointing out for months that inflation was NOT transitory, interest rates were going to spike higher, there IS a recession (global?) coming and financial markets ARE in a bear market. No surprises here.
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