Publisher Notes For 3/15/23
Friends, the 800-pound gorilla in the room is, of course, the banking sector blow up that occurred this past week. And while it can be debated, who (or what) is ultimately at fault, in the meantime, the world of digital wealth moves forward, despite the ensuing market chaos. READ UP!
MARTECH MINUTES: The Rise of Advisor Marketing Departments
With the model of advisor marketing services woven into the culture of the company, having a suite of marketing tools readily available and a team that supports them is attractive to advisors looking to transition.
BACK OFFICE HEROES: Why Financial Advisors Matter More During Recessions
Rumbles of recession can spark fear for both investors and customers alike. Not knowing which way economic winds may blow can lead to client hesitation when it comes to making strategic financial investments.
The Taylor Market Report (3/7/23)
Inflation is going higher. Interest rates are going higher. I've sat through this movie before (1970's and 1980-81), and it does not end well.
Publisher Notes For 3/8/23
Friends, Daylight Savings Time comes to us this weekend. As we "spring ahead", so, too, does the news & thought leadership in fintech, wealthtech & digital assets, all right here. READ UP! | Cindy Taylor, Publisher
REAL CLEAR CRYPTO: Could Trump Inadvertently Weaken the Dollar? (and help Bitcoin)
Reduced demand for U.S. dollar denominated assets, such as Treasury obligations, could potentially lead to a decline in the U.S. dollar, which could immediately impact the price of assets that are dollar denominated.
WEALTHTECH INSIDER: How to Grow a $1 Billion RIA with Tech
Technology has evolved in tandem with the RIA space, Ten years ago, technology was acquired by firms in an a la carte manner, with the firms looking for specific solutions to specific problems.
MARTECH MINUTES: How Best-of-Breed MarTech Improves Revenue
When it comes to marketing, it's a combination of science and technology that must combine to produce results. In the financial service industry, CMOs and marketers are changing how they manage marketing technology (MarTech).
The Taylor Market Report (2/28/23)
The definition of artificial is used figuratively to describe something as being faked, phony, or contrived The definition of intelligence is....smart. So, if the quant financial programs are using AI, are they "fake smart"?
Publisher Notes For 2/28/23
Friends, it's MARCH already, can you believe?! This week we discuss volcanoes & bitcoin, RIA M&A and productivity suites plus smart contracts, and SO MUCH MORE! And something new today - I am the guest in the Rethink.Financial Advice Podcast, so make sure to check that out, too! READ UP!