Publisher Notes

Publisher Notes For 8/5/22

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Friends, we have such a good newsletter this week! Topics covered include...How to have difficult conversations with clients around crypto. How to use AI to improve your financial marketing. A major shift in fintech VC funding. Why a SpongeBob character has entered the wealthtech sector (wait, what???!). READ UP!!
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Wealthtech Insider

WEALTHTECH INSIDER: Five Key Takeaways For the Future of Financial Advice

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The wealth management and financial advice industries will continue to grow, according to Chip Roame, founder and managing partner at Tiburon Strategic Advisors, but in the decades to come it might look very different.

Fintech Corner

FINTECH CORNER: What the Wealth Industry Can Learn From Formula One Racing, Part 2

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“It’s important that financial firms be willing to look outside their realm for fresh perspectives and new ideas,” said Adrian Johnstone, president & co-founder of Practifi.

REAL CLEAR CRYPTO

REAL CLEAR CRYPTO: Answering Tough Crypto Questions From Clients

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It’s been a rocky year for crypto. If one were to look back at the most recent peak of bitcoin prices, it could be thought to coincide with a kind of peak for crypto in general in November 2021.

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The Taylor Report (8/2/22)

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Remember inflation is transitory? Remember inflation has peaked? Those same voices tell us inflation will get back to 2% quickly and with little pain. Let that sink in.

Publisher Notes For 8/5/22

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Friends, we have such a good newsletter this week! Topics covered include...How to have difficult conversations with clients around crypto. How to use AI to improve your financial marketing. A major shift in fintech VC funding. Why a SpongeBob character has entered the wealthtech sector (wait, what???!). READ UP!!

The Next “Hot” Digital Asset Sector? The Secret is Out: Tokenization

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You heard it here first. Well, actually we have been "preaching" tokenization of assets since late 2016 when...

Jiffy.ai illumations

JIFFY.ai ILLUMINATIONS: Why Technology Needs to Retire the “MVP”

With the rise of “software as a service” (or SaaS), and continual releases, patches and upgrades, technology is too often being delivered as an incomplete product, says Michael Partnow, Group President at JIFFY.ai.

Intelligence For Growth

INTELLIGENCE FOR GROWTH: How to Optimize Headlines to Get More Clicks

In this article, TIFIN Clout, an AI-powered digital marketing solution for FAs, offers practical guidance and actionable tips to help you make those improvements to start driving meaningful clicks to your website fast.

THE TAYLOR REPORT

The Taylor Report (8/2/22)

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Remember inflation is transitory? Remember inflation has peaked? Those same voices tell us inflation will get back to 2% quickly and with little pain. Let that sink in.

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Sarson funds

Jiffy.AI

Clout by tiffin

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