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REAL CLEAR CRYPTO: Blockchain Wars & The Global Quest for Dominance and Adoption

In the digital realm, blockchains emerge as a groundbreaking force, poised to revolutionize industries, redefine traditional notions of trust, and catalyze a silent yet intense global competition.

WEALTHTECH INSIDER: People are the Key to Great Experiences

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Technology is causing a convergence in industries – even in the financial industry, products are relatively similar and the same services are offered at scores of advisory and wealth management firms.

Publisher Notes For 8/15/23

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Friends, huge thanks to our friend Teresa Leno of Fresh Finance for jumping in as editor this week. Meantime, we've got a great piece on Web3 gaming and an important op-ed on financial literacy, pluls more. READ UP!!

MARTECH MINUTES: Marketing Budget Cuts: Work Smarter and Spend Less

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It's no secret that in 2023 marketing budgets are being cut left-right-and-center and are about more than just reading through financial statements. We're talking...

REAL CLEAR CRYPTO: The Evolution of Web3 Gaming

The gaming landscape has been undergoing a revolutionary transformation, courtesy of the Web3 infrastructure. The future of gaming appears to be gravitating towards this direction.

INTELLIGENCE FOR GROWTH: Prospecting with NexGen Technologies for Financial Advisors

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To succeed as a financial advisor, you need a strong client base – and that takes time and effort to build and maintain. Fortunately, thanks to advances in technology, prospecting isn’t half as painful as it used to be.

The Taylor Market Report (OOO w/o 8/14)

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Bill Taylor is taking a well-deserved vacation this week and will return to publication the week of 8/21.  In the meantime, you can check out all his prior reports here

Publisher Notes For 8/8/23

Friends, summer break continues, even as the digital wealth and wealthtech sectors continue to march on, with more VC deals, etc. Meanwhile, is it the markets - or market participants - that have changed? READ UP!!

BACK OFFICE HEROES: Transforming Data Entry To Transform Your Wealth Management Firm

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The industry needs a platform that helps advisors & firms gather accurate client data efficiently, and then shares that data with all of the pieces of an advisor’s tech stack.

MARTECH MINUTES: How Firms Can Avoid FINRA Advertising Review Fines

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Many in the financial industry stray towards the vaguer side of guidelines and regulations because they can sometimes be complex and often confusing.