MARTECH MINUTES: Why a Slow Economy is the Best Time to Increase Your Marketing
When a sluggish economic period sets in, many businesses swiftly resort to playing safe, which commonly means scaling back or halting marketing initiatives.
REAL CLEAR CRYPTO: Michael Saylor on Why a Bitcoin ETF Matters
Michael Saylor believe that the impending spot Bitcoin ETF is a monumental offering poised to inject trillions of dollars into the BTC space & believes it to be a game-changing industry catalyst.
WEALTHTECH INSIDER: 10 Cutting-Edge Tech Tools That Can Upgrade Your Practice, Part 1
Orion’s experts have shared 10 next-generation upgrades to the Orion platform that will enhance the experience for investors while making advisors’ lives a lot easier.
FINTECH CORNER: Here’s The Technology Lesson Wealth Firms Need To Learn From Medicine And...
Financial advisors can learn a lot from doctors and lawyers. Providing financial advice is evolving into a profession as indispensable and rigorous as medicine and law, said Adrian Johnstone of Practifi.
The Taylor Market Report (12/5/23)
For the week, gold is basically flat (off 1%) after hitting a new all time high, the S&P 500 is up a tiny bit and (applause please) bitcoin and ethereum exploded up.
DWN Publisher Notes For 12/5/23
Friends, this week we begin a new 5-part series on AI in Finance. Uncomfortable with this paradigm-shifting technology? You won't be after you educate yourself on these real-world uses for finance professionals in this series. READ UP!
REAL CLEAR CRYPTO: The Upcoming Bitcoin Catalysts are Impossible to Ignore
There are some large impending catalysts in the Bitcoin arena, notably the Bitcoin halving in April 2024 and the anticipated approval of a Bitcoin spot Exchange-Traded Fund (ETF) by the end of January 2024.
MARTECH MINUTES: The Impact of Financial Education Content in Enhancing Relationships
Financial professionals must keep pace and utilize educational content to build and fortify client relationships. Here are seven ways financial education content helps advisors build client relationships.
WEALTHTECH INSIDER: The First 8 Years from Startup to Enterprise
For growing financial firms, the first $1 billion in AUM is the most difficult to achieve because of the amount of change that takes place as a practice becomes a business, and a business transforms into an enterprise.
BACK OFFICE HEROES: The Essential Components of an RIA Productivity Suite
Over the last four to six years, there has been a gradual change in how advisors build relationships and service their clients. The change has emanated from regulatory changes driving advisors' fiduciary duties.