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.
DWN Publisher Notes For 1/8/23
Friends, some MAJOR news in our Advisor Tech Talk (re: Bill Crager of Envestnet) & Defi Diaries (re: SBF) this week -plus- we couldn't resist posting just ONE MORE 2024 predictions story for you! Another action-packed newsletter, including our new DWN AI Index, for the 2nd week in 2024! READ UP!!
FINTECH CORNER: Technology For RIAs Is More Valuable Than Ever, But Can They Use...
Until recently, FAs were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to catalyze growth, lower operating costs and improve client experience.
The Taylor Market Report (1/9/24)
Stay vigilant as you view government numbers-a 25% revision down on employment is not a statistical anomaly. Statistics 101 will teach you 25% is really far off (maybe government bureaucrats cut those classes).
MARTECH MINUTES: Top 10 Trends Impacting Marketing in 2024
Today's marketing landscape is increasingly complex and competitive. However, with proper foresight, marketing professionals can confidently navigate this landscape and engage customers effectively.
REAL CLEAR CRYPTO: Tips on How to Avoid Crypto Scams
Crypto offers avenues for financial growth & innovation, but also comes with risks. To protect yourself & your investments, it's essential to exercise caution, conduct thorough research & seek professional guidance.
WEALTHTECH INSIDER: Transition Advisors – Navigating The Broker Protocol
More than a third of advisors want more control over their business when going independent or switching their broker dealer, but one wrong step, could cause significant legal issue to arise.
INTELLIGENCE FOR GROWTH: How AI Can Make Private Markets Investing Easy
The time is right to add private markets to client allocations—but investing in alternatives is a time- and labor-intensive process for financial advisors and their clients.