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?
BACK OFFICE HEROES: Is It Too Late to Start a Digital Transformation?
Most companies and financial advisors realize the benefits of updating and transitioning to digital solutions, but a total transformation can seem daunting.
REAL CLEAR CRYPTO: From Bitcoin to Altcoins – Diversifying Your Family Office Crypto Portfolio
Family offices that invest in cryptocurrencies must understand the importance of diversification to mitigate risks and maximize returns, but before diving in, it's crucial to understand the crypto market.
MARTECH MINUTES: 7 Signs It’s Time to Replace Your Marketing Technology
Effective marketing technology (Martech) can significantly enhance your business performance by increasing marketing efficiency, improving client experience, and bolstering your advisors' business growth.
WEALTHTECH INSIDER: How Technology Can Help Advisors Service HNW Clients
Technology can’t replace the expertise & personal nature of the client/advisor relationship, but it can add efficiencies that keep an advisor on-task & better able to focus their time on a client’s needs.
INTELLIGENCE FOR GROWTH: A Primer on Private Credit as an Opportunity for Fixed Income...
With the spiking of inflation and rising interest rates, many investors are drawn even more so to Private Credit investments featuring floating rates, which rise in line with interest rates.
Fintech Corner: Why Firms at Scale Need Different Technology to Take Off
“The technology that helps a start-up mature and move through its growth phase rarely suits that firm’s needs when it comes time to scale,” said Adrian Johnstone, president and co-founder of Practifi.
The Taylor Market Report (11/07/23)
The economy is not as strong as people think. That may be a plus for interest rates, but not for equities. There is a recession coming and it will "come out of the blue."
DWN Publisher Notes For 11/7/23
Friends, updating tech stacks is all the rage - even the NYSE announced theirs was recently upgraded. Tech may SEEM like it's slowing but it ain't over until it's over. READ UP!!