Publisher Notes

Publisher Notes For 2/1/23

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Friends, we're pleased to announce the launch of a new column to our content lineup this week - "Back Office Heroes" - with great insights for our audience on the very real benefits of digitizing and automation, a topic near and dear to our hearts. READ UP!
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WEALTHTECH INSIDER

WEALTHTECH INSIDER: Uncovering A New Behavioral Investing Framework

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Behavioral finance has enhanced financial planning by working to address people’s behavioral & emotional needs around money, acknowledging that emotional decision making is the genesis of many financial errors.

jIFFY.AI ILLUMINATIONS

JIFFY.ai ILLUMINATIONS: Exceeding The Expectations of The New Age Client, Part 2

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As an advisor, you understand what your clients’ expectations are. But does your technology provide the ability to meet and, more importantly, exceed those expectations?

BACK OFFICE HEROES

BACK OFFICE HEROES: The Fundamentals of Client Data Gathering

The major case for going digital when it comes to client data gathering is that clients believe advisors aren’t digital enough. After all, most advisors are still working with outdated technology systems or even spreadsheets.

REAL CLEAR CRYPTO

REAL CLEAR CRYPTO: Blockchain Leaders in ESG

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In this article, we will examine three blockchain projects that have been identified as ESG leaders and explore how they align with the ESG investment framework.

MARTECH MINUTES

MARTECH MINUTES: How to Enhance Your Client Communication Using Content

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A communication breakdown can create an avoidable disconnect between you & your clients. Providing timely & consistent finance articles to clients can set your firm apart from your competition & keep you top of mind.

INTELLIGENCE FOR GROWTH

INTELLIGENCE FOR GROWTH: How Microplans Can Help Financial Advisors Convert More Effectively

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Meeting new client demands can be a real challenge for financial advisors – particularly when many are already struggling to keep pace with evolving digital technologies.

THE TAYLOR REPORT

The Taylor Report (1/31/23)

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It seems celebrating a 5% inflation rate (if you don't eat, drive, live or leave the house) is really cool. IT'S NOT!  I know I've mentioned this before but, RECESSIONS ARE NOT BULLISH!

RECENT NEWS

Dazed & Confused: Balloon, Unemployment & Inflation Confound

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Maybe the title should be 'Dazed and TOTALLY Confused.' Of course the title came from the 1993 movie of the same name and the movie...

REAL CLEAR CRYPTO: Blockchain Leaders in ESG

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In this article, we will examine three blockchain projects that have been identified as ESG leaders and explore how they align with the ESG investment framework.

Top 5 VC Deals of the Week in Fintech (2/6/23)

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By Teresa Leno The generative AI gold rush is on! Last week the world (or at least the U.S.) woke up to...
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