WEALTHTECH INSIDER: Building Trust – 3 Ways to Influence Clients to Take Your Financial...
The role of an advisor has shifted in recent years. Investors no longer approach them to “beat the market” or to perform stand-alone asset management that has quickly become commoditized in our industry.
The Taylor Report (6/15/21)
Elon Musk changed his tune.....now comfortable with BITCOIN if mined "in a green way."...looks like he likes the $35K level, too.....Michael Saylor (MicroStrategy) floated a $500M bond to buy more BITCOIN.....filed for $1B secondary stock offering to.....you guessed it.....buy more BITCOIN
REAL CLEAR CRYPTO: Regulatory Developments in Digital Assets
The digital financial epoch is burgeoning. In the United States, the regulatory tapestry surrounding digital assets is gradually being woven, thanks to recent legislative endeavors.
Fintech Corner: Understanding Next Gen Clients and Seizing the Intergenerational Wealth Transfer Opportunity
The wealth transfer is an existential issue for wealth managers. According to Cerulli, 45 million households will transfer more than $70 trillion over the next two decades.
Publisher Notes For 11/9/22
Friends, mid-terms here in the US, an unexpected announcement from FTX and Binance, and huge Q2 losses from Coinbase are amongst this week's sector news. There's also great thought leadership on gamification in education and AI in wealth management plus so much more….. READ UP!
MARTECH MINUTES: How Wealth Management Firms Can Grow Harnessing Financial Content
Research suggests that proactive & frequent communication with clients leads to higher satisfaction, and as communication frequency increases, we see customer satisfaction scores increase by 52 percent.
The Taylor Market Report (1/9/24)
Stay vigilant as you view government numbers-a 25% revision down on employment is not a statistical anomaly. Statistics 101 will teach you 25% is really far off (maybe government bureaucrats cut those classes).
Publisher Notes (10/20/20)
Happy Wednesday from Digital Wealth News™ !
Greetings from ATL and hoping...
WEALTHTECH INSIDER: Help Clients Improve Outcomes with Goals-based Investing, Part 1
Behavioral finance is at the heart of financial advice & wealth management, according to Orion Advisor Solutions, which has embedded an asset bucketing functionality - Protect Live Dream - into its software.
The Taylor Report (5/3/22)
Prepare and get ready for significant volatility. The downside is going to be major. Since BITCOIN has never gone through an interest rate spike and rampant inflation, it is hard to see how BTC and ETH will perform.