DWN Publisher Notes For 10/17/23
Friends, what news is news? We ponder this DEEP EXISTENTIAL QUESTION while also delving into a large state's new crypto legislation and how technology affects advisor recruiting plus more. READ UP!
INTELLIGENCE FOR GROWTH: Make an Impact With Clients and Prospects Through Custom Content
When it comes to standing out as a financial advisor, it is paramount to differentiate your business with custom messaging which can ultimately help grow your practice.
Fintech Corner: Why Integration Must Be More Than A Fintech Buzzword
The word “integration” is so commonly uttered by technology providers that it’s become the corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology
BACK OFFICE HEROES: Risk Tolerance – What is Actually Being Measured?
Most wealth management firms measure and use risk tolerance as part of their process using Docupace’s PreciseFP platform, or another industry competitor—but what are they actually measuring?
MARTECH MINUTES: From Facilitator to Educator – The Changing Role of Industry Professionals
In recent years, there has been a growing expectation among the public that wealth managers should provide more than just advice on which products to purchase.
WEALTHTECH INSIDER: There Are Better Ways to Measure Financial Success Than Returns
Measuring success in investing in terms of the performance of financial markets has very little to do with real life. Real people have goals & some of those goals are essential to achieve, while others are more aspirational.
The Taylor Market Report (10/10/23)
The S&P 500 took a dive and then staged a rally. Why? I have no idea. The equity market will "discover" reality and the big dive will happen. Tough to be short BUT what a feeling to be short in a downside panic.
DWN Publisher Notes For 10/11/23
Friends, this week we have an insightful new zoomcast with Michael Pinsker of Docupace, a speculative look at what's next for markets and more great content and news in the digital wealth sector. READ UP!
INTELLIGENCE FOR GROWTH: 6 Ways to Use Content to Help Your Clients Through...
Advisors can help keep their clients on track through current turmoil with some timely and highly-personalized messaging, said Jay Manciocchi, Head of Content at TIFIN Clout
REAL CLEAR CRYPTO: Tokens for the Growth of AI | Render Network $RNDR
The Render Network, a decentralized network of GPUs, is revolutionizing the way digital artists and AI developers render their work by tapping into the computing power of idle GPUs worldwide.