MARTECH MINUTES: Marketing Communications Policy Gaps – A Top Concern for Wealth Firms
One of the most perplexing and persistent is managing marketing communication policy gaps. Marketing communications policies provide an outline or blueprint that guides all elements of communication.
The Taylor Market Report (1/23/24)
The stock market (S&P500) got to new all time highs & are living in a fantasy world. Right now we have a toss up for the S&P 500. A huge melt up & bull market blow off, or the beginning of a prolonged sell off.
DWN Publisher Notes For 1/23/24
Friends, another major news week in the wealthtech sector, so make sure to read Advisor Tech Talk for the latest. There's also news from The Founders Arena wealthtech accelerator, a deep dive into AI & Finance and a new survey from Smarsh. A super news-filled week - so make sure to check it all out! READ UP!!
MARTECH MINUTES: AI in Marketing Communications: Friend or Foe?
Artificial Intelligence (AI) is significant among evolving technologies due to its transformative potential in revolutionizing business processes, including marketing communications.
REAL CLEAR CRYPTO: Building a Balanced $10,000 Cryptocurrency Portfolio in 2024
For those diving into cryptocurrency investing, a diversified approach is often recommended. One effective strategy is to construct a balanced portfolio with your allocated funds.
FINTECH CORNER: The Difference Between a Provider and a Genuine Partner
Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.
WEALTHTECH INSIDER: How Advisors Can Seize the Volatility Opportunity
In the past four months, investors and their portfolios have been dealt with a blow of volatility—but advisors have plenty of tools to reach out and help them.
The Taylor Market Report (1/16/24)
What if everyone is wrong again this year BUT for the wrong reasons? What if interest rates don't get cut.....or raised? What if inflation doesn't perk up......but stays stubbornly high?
DWN Publisher Notes For 1/16/24
Friends, last week the SEC finally approved Bitcoin ETFs to great media fanfare, but author Bill Taylor says NOT SO FAST, folks, in 'GOLD vs BITCOIN vs BITCOIN ETF' Meanwhile, you can find a totally different perspective of the new asset class in this week's 'ADVISOR TECH TALK' column opener. READ UP!!
MARTECH MINUTES: How to Build a Case for an Enterprise Marketing Communications Solution
Wealth organizations must recognize the importance of enterprise technology for marketing communications to propel their growth since it extends beyond merely creating fascinating written text.