MARTECH MINUTES: How Using Finance Content Equates to Being a Thought Leader
Participating in social media, sending clients a monthly newsletter, being featured in industry webinars, and attending events are ways to become a thought leader in the wealth industry.
The Taylor Market Report (11/12/24)
There are still a lot of problems out in Investment Land. Will a new leadership and a more business friendly environment match the initial enthusiasm? Be cautious.
DWN Publisher Notes For 11/12/24
Friends, while last week's election remains top of mind, we have been quite interested by the precipitous rise of bitcoin's price post-election. Pro-crypto candidates also had a very good showing, winning 48 out of 50 seats with support from pro-defi PACs. Fascinating....READ UP!
MARTECH MINUTES: How Banks Can Meet the CRA Rule For Financial Literacy
In the ever-evolving world of finance, developing regulations and standards set by various legislative acts has become a norm for financial institutions and banks.
The Taylor Market Report (11/5/24)
So, will the Fed cut rates? Will Trump win? Will Harris win? Stay tuned to the financial soap opera "One Day at a Time" and wait to see. If there was ever a TGIF (Thank God It's Friday), let's hope it's this one coming up.
DWN Publisher Notes For 11/5/24
Friends, voting for the election will be over soon...possibly. Perhaps there will be a new president, perhaps not. To say we (all) have election fatique would be an EXTREME understatement but we NEVER have digital wealth or AI fatique! And to that end, we had an extremely busy news week...READ UP!
WEALTHTECH 3.0: Q&A With Pamela Cytron on Startup Innovation in WealthTech
Digital Wealth News recently sat down with The Founders Arena president Pam Cytron to discuss a wide range of topics that start-ups in the sector face.
MARTECH MINUTES: 2025’s Most Significant Advisor Marketing Trends
Today's marketing landscape is increasingly complex and competitive, characterized by fast-paced change, fluid client and prospect preferences, and emerging Martech tools.
The Taylor Market Report (10/29/24)
Not having any inside information, it doesn't appear that another interest rate cut is coming. Probably for the best since after the last cut, rates actually went up. There is really no pressure to cut rates anymore either. Voters have voted so political pressure is off.
DWN Publisher Notes For 10/29/24
Friends, we want to thank everyone who made the big trip to Bozeman last week for the Big Sky AI Roundtable. Greg Woolf did a great write up of the conference for us below. Meanwhile, the industry news continues and you'll find it all here...READ UP!