The Taylor Market Report (1/2/24)
I can take a very broad stroke at the year ahead. The equity market will not go up 25% again. There are WAY too many bullish (and invested) people out in investing land.
DWN Publisher Notes For 1/3/23
Friends, Happy 2024, and hoping you had a beautiful holiday season! The new year brings a new tracking index from our team-the DWN AI Index. There's no doubt in our minds that AI is THE future of digital wealth! READ UP!
MARTECH MINUTES: 2024-Time for New Advisor Marketing Tech
Despite the New Year, Marketing teams are still being stretched, often asked to do more with less human capital, fewer resources, and limited budgets for marketing technology.
Fintech Luminaries – Meet Kelly Waltrich of Intention.ly
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems. For our latest feature, we'd like you to meet our friend Kelly Waltrich of Intention.ly, which works with fintech and finserv companies who want to transform the trajectory of their business by building an intentionally designed marketing engine.
Fintech Luminaries – Meet Reema Tandon of Yoonify
For our latest Fintech Luminaries feature, we'd like you to meet Reema Tandon of Yoonify, a platform that connects investors and real estate developers in a marketplace that turns multi-family, income-generating properties into liquid assets for both investors and developers.
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
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
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.
DWN Publisher Notes For 12/26/23
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)
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.