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REAL CLEAR CRYPTO: AR & VR Catalysts are Coming

As we step into the New Year, the tech world is poised on the cusp of a monumental shift, particularly in the realms of Augmented Reality (AR) and Virtual Reality (VR).

INTELLIGENCE FOR GROWTH: For AI-Driven Marketing Automation, Integrations Are Key

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Any well-built technology is only as good as the information that an advisory firm feeds it. For an AI-driven marketing automation platform, that fuel is fed via integrations, said AJ Boury, Clout by TIFIN’s CMO.

WEALTHTECH INSIDER: Uncovering A New Behavioral Investing Framework

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Behavioral finance has enhanced financial planning by working to address people’s behavioral & emotional needs around money, acknowledging that emotional decision making is the genesis of many financial errors.
zCindy-New

DWN Publisher Notes For 12/26/23

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Friends, we hope those who celebrated Christmas had a beautiful one and we wish you all a spectacular 2024!  This week we have Part 1 of the "year in review" for many of our editorial columns, with Part 2 posting next week. HAPPY NEW YEAR & READ UP!!

The Taylor Market Report (12/26/23)

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Beginning very soon you will be subjected to every market "guru", analyst, fortune teller, tiktok genius and lunatic forecasting where things are going in 2024. Take your time and realize few were right in 2023.

MARTECH MINUTES: 7 Social Media Tips for Advisors in 2024

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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.

The Taylor Market Report (12/19/23)

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There has been a HUGE disconnect between markets and actual economics and the population's overall financial condition. Since COVID, it can be argued the equity market has become one big casino. THAT is scary.
zCindy-New

DWN Publisher Notes For 12/19/23

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Friends, this week we delve into Santa Claus (with an exclusive interview!) and AI - talk about topical!  And while we're at it, we wish all our friends and readers a beautiful holiday season.  We have so much to be thankful for.  READ UP!

REAL CLEAR CRYPTO: How FASB’s Updated Standards Could Accelerate Crypto Adoption

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The recent updates by The Financial Accounting Standards Board (FASB) on fair value measurement standards for digital assets mark a pivotal shift in how businesses can report their crypto holdings

MARTECH MINUTES: Tips to Help Advisors Build Their 2024 Social Media Strategy

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A well-executed social media strategy can boost visibility and improve engagement, ultimately driving more business and building stronger relationships with your audience.