INTELLIGENCE FOR GROWTH: Why Doing Nothing Is a Marketing Decision Your Firm Can No...

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Advisors need to have persuasive and informative digital presences that serve users at different stages in their consideration journeys. You cannot risk a poor first impression, as it may be your only impression.

REAL CLEAR CRYPTO: 2024 – The Year Apple Takes Virtual Reality Mainstream

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As we eagerly step into the New Year, the sphere of technology continues to pulse with excitement and innovation. We believe the spotlight will be firmly on Virtual Reality (VR) and Augmented Reality (AR) in the new year.

MARTECH MINUTES: How to Prove the Value of Marketing

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Feedback about marketing efficacy is not always immediate, and ROI (Return on Investment) may only sometimes be easily traceable back to a particular initiative. So, how can you prove the value of marketing dollars?

AI ILLUMINATIONS: Implementing Technology? Look Before You Leap!

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Wealth management firms are rapidly moving to implement technology to be able to continue to innovate and to keep up with evolving demands across the entire value chain.

WEALTHTECH INSIDER: Investor Emotion – Don’t Beat It, Join It

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Behavioral finance is sometimes mistakenly seen as a vehicle for ridding investors of their pesky emotions & irrational quirks, so they become something like the Homo Economicus economists imagined them to be.

The Taylor Market Report (11/21/23)

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I remind the equity bulls expecting a year end rally (has this been it?), there is another month in 2023. You may have heard of it......December. Inflation may be moderating but it's still stalling at a higher level.

DWN Publisher Notes For 11/21/23

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Friends, it's Thanksgiving week here in the US and at DWN, we truly have so much to be thankful for, including you - our incredible readers!  We're also revisiting a VERY FUN and timely interview from 2021 with blockchain businessfowl T. Gobble of FinTurk Farms! READ UP!

REAL CLEAR CRYPTO: Why Investors Are Looking Past BTC & ETH To Solana

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With a combination of scalable blockchain technology and an intriguing ability to facilitate smart contracts, Solana has quickly become a favorite among both individual and institutional investors.

MARTECH MINUTES: The Duty of Wealth Firms to Provide Financial Education

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Financial literacy is a vital life skill, much like reading or writing. In a world dictated mainly by fiscal decisions, we must empower everyone with a fundamental understanding of how money works.

INTELLIGENCE FOR GROWTH: How AI Can Help Advisors Find The Best Clients

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Advisors today have plenty of options for generating leads—but how do they find the ones that will be the best prospects and, in turn, their best clients?