Fintech Corner: The Multiple Layers of Personalization in WealthTech

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Personalization is the key to differentiation and a great client experience. But implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients.

REAL CLEAR CRYPTO: Biden’s Executive Order-A Step Towards Ethical & Secure AI Development

In an important step, President Biden has signed a comprehensive Executive Order to oversee and regulate the implementation and growth of Artificial Intelligence (AI) across the United States.

MARTECH MINUTES: Exploring the Impact of AI on Content Marketing

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In a technologically driven era, artificial intelligence (AI) is not a far-fetched concept but a reality transforming various industry sectors. Over time, AI has been progressively infiltrating the marketing industry.

INTELLIGENCE FOR GROWTH: Secure the FinServ Industry’s Future By Solving for Gen Z

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The financial industry has finally come to embrace Millennials and is making strides to adequately communicate with the largest generation in the workforce.

AI ILLUMINATIONS: Automation & Calculating the Value

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In a world where increasingly sophisticated technology is making transformational changes in the way businesses operate and grow, calculating the return-on-investment (ROI) requires more than a simple equation

WEALTHTECH INSIDER: Three Ways Wealthtech Helps Advisors Through Capital Gains Tax Hikes

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No matter how the politics in Washington play out, you can count on investors making tax management a larger part of their decision-making process.

The Taylor Market Report (10/31/23)

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The S&P 500 is a "dead index walking." Be out or short. The downside will be nasty. Again, my opinion, down on the year. Be careful. Continue holding or adding to BITCOIN and ETH positions. GOLD is a hold.

DWN Publisher Notes For 10/31/23

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Friends, our CEO mentioned that he's researching DWN for historical info for his content this week.  We love being the resource you can use for delving into digital wealth - past, present & future. READ UP!

BACK OFFICE HEROES: The Value of a Niche for a Successful Advisory Practice

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The reason a niche is important is because the wealth management industry has a real problem with standing out from the crowd. Having a nice helps advisors differentiate themselves from their peers.

MARTECH MINUTES: 2024 Social Media Trends for Financial Professionals

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As we edge closer to the end of the year, the ever-evolving nature of social media presents diverse opportunities in 2024 for a wide range of industries, including the wealth industry.