The Taylor Market Report (5/28/24)
Interest rates are not going down. If rates sitting where they are can't get inflation under 3%, what will it take to get inflation down to the fed's target of 2%?? Answer? Higher rates.
DWN Publisher Notes For 5/29/24
Friends, we hope you had a beatuiful Memorial Day! We are so grateful to live in America & thankful to all who have served in the military. Meanwhile, we found a "unique opportunity" for you even while VC fundings & sector news continued over the holiday week...READ UP!
MARTECH MINUTES: How Financial Education Helps Grow AUM
For financial advisors, a significant reason clients leave their advisors and seek new ones is a need for more communication, namely, financial education.
The Taylor Market Report (5/21/24)
OVERALL. ALL the markets (equities, commodities, crypto) feel like there may be a huge speculative upside "blow off" coming. Exciting? Yes. Scary? Yes, that too.
DWN Publisher Notes For 5/22/24
Friends, it's time for your weekly DWN newsletter again and we hit a new record last week on "opens" (51,000+), so a huge thanks to our readers for that landmark! Now onto the news of the week in digital wealth - all right here at DWN.
MARTECH MINUTES: 7 Hot Trends Impacting Advisor Marketing
Today's marketing landscape is increasingly complex and competitive. By implementing these seven trends into their marketing strategy, advisor marketing teams can effectively engage clients and prospects.
INTELLIGENCE FOR GROWTH: How TIFIN AG Is Helping Wealth Firms Drive New Asset Growth
At its core, TIFIN AG exists to bring more people into the world of financial advice. We achieve this by creating machine learning models that generate insights, signals, and intelligence to help wealth enterprises grow faster.
The Taylor Market Report (5/14/24)
The S&P 500 added a bit more this past week. Why? I don't get it. Obviously being short ain't fun, but in my defense being long BITCOIN and short the S&P 500 (hedged) has worked well.
DWN Publisher Notes For 5/15/24
Friends, we think you'll like our lead story this week - I can certainly identify with it, as it's a bit hard to know what to watch these days. Meanwhile, we have SO MUCH NEWS to report along with an interesting op-ed on digital assets....READ UP!!
MARTECH MINUTES: Bad Economy? Increase Your Advisor Marketing
Digital Wealth News recently met with Teresa Leno, CEO and Founder of Fresh Finance, to gain her insights into what wealth industry organizations should be doing regarding marketing in a slow economy.