WEALTHTECH INSIDER: Investor Emotion – Don’t Beat It, Join It
Behavioral finance is sometimes mistakenly seen as a vehicle for ridding investors of their pesky emotions & irrational quirks, so they become something like the Homo Economicus economists imagined them to be.
The Taylor Market Report (11/21/23)
I remind the equity bulls expecting a year end rally (has this been it?), there is another month in 2023. You may have heard of it......December. Inflation may be moderating but it's still stalling at a higher level.
DWN Publisher Notes For 11/21/23
Friends, it's Thanksgiving week here in the US and at DWN, we truly have so much to be thankful for, including you - our incredible readers! We're also revisiting a VERY FUN and timely interview from 2021 with blockchain businessfowl T. Gobble of FinTurk Farms! READ UP!
REAL CLEAR CRYPTO: Why Investors Are Looking Past BTC & ETH To Solana
With a combination of scalable blockchain technology and an intriguing ability to facilitate smart contracts, Solana has quickly become a favorite among both individual and institutional investors.
MARTECH MINUTES: The Duty of Wealth Firms to Provide Financial Education
Financial literacy is a vital life skill, much like reading or writing. In a world dictated mainly by fiscal decisions, we must empower everyone with a fundamental understanding of how money works.
INTELLIGENCE FOR GROWTH: How AI Can Help Advisors Find The Best Clients
Advisors today have plenty of options for generating leads—but how do they find the ones that will be the best prospects and, in turn, their best clients?
Fintech Corner: How Implementation and Onboarding Fit Into The Fintech Client Experience
Advisors changing some or all of their technology stack should give some thought as to how they will implement that change—how will they onboard their staff? How will they help clients through the transition?
WEALTHTECH INSIDER: These Personal Finance Myths Hold Investors Back
The world is awash with personal finance advice online and in books, but much of it is not helpful to individuals and families, and some of it is harmful.
DWN Publisher Notes For 11/14/23
Friends, you no doubt know what FOMO stands for in financial markets, but do you know what FOBI stands for? Check out this week's feature story and you will! READ UP!!
The Taylor Market Report (11/14/23)
If I were long equities. I sure would have FOBI (fear of being in). What could possibly go wrong, right? I'm sure we will find out. Have markets become politicized?