WEALTHTECH INSIDER: To Open New Avenues to Growth, Stop Underselling Your Financial Planning
Many financial planners are missing a key step with their clients, according to a recent study from wealthtech provider Orion—they’re neglecting to craft a financial plan.
The Taylor Market Report (6/13/23)
With the debt ceiling lifted the treasury will be offering $1t in new debt. Maybe that's why the fed will hold off on raising rates? So what to do? Before I head back to the pooll, maybe buy a bit more BTC and ETH.
Publisher Notes For 6/13/23
Friends, change is in the air. While crypto markets experience a chilling effect from recent SEC regulatory actions against Coinbase & Binance, industry pushback has been loud and strong and you'll see some of that here today, too....READ UP!
BACK OFFICE HEROES: Why Technology Now Belongs At The Center Of Client Relationships
Many advisors who have had a love-hate relationship with technology are coming to embrace tools necessary to evolve and grow their practices for the future.
REAL CLEAR CRYPTO | OP-ED: Gary Gensler’s Reign At The SEC May Be Ending
As Gary Gensler took control of the SEC as Chairman in April 2021, there was already a deep understanding in Congress and at the SEC as to how crypto should be regulated to protect investors.
MARTECH MINUTES: The Value of Enterprise Marketing Technology
Enterprise marketing technology (EMT) involves using advanced software and platforms to streamline processes, collect data, automate tasks, and increase the reach of a company’s marketing efforts.
INTELLIGENCE FOR GROWTH: 3 Ways Advisors Can Drive Social Media Engagement
With about 4.5 billion people using social media globally, it’s critical for financial advisors to not only be on social media, but to stand out from the crowd.
WEALTHTECH INSIDER: Why Email Campaigns Still Matter
The email inbox, for many, has become a symbol of workplace conversations that never end and newsletters that a person has forgotten they signed up for in the first place.
The Taylor Market Report (6/6/23)
La de da. Stocks only go up. What could possibly go wrong? I was involved in the 1987 crash, the dot com bubble and the 2008 financial crisis. I know what can go wrong. Be very cautious & survive (prosper).
Publisher Notes For 6/6/23
Friends, this week has brought more action from the SEC against the digital assets industry with lawsuits against Binance & Coinbase. Think what you will about these regulatory actions, but meanwhile, forward-thinking states like Wyoming queue up stablecoins...READ UP!