REAL CLEAR CRYPTO: Crypto Basics – What are Smart Contracts?

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Smart contracts use bitcoin’s blockchain technology to create immutable chains of transactions that cannot be reversed or disputed. This allows parties to trust each other without third-party intermediaries.

MARTECH MINUTES: How Organizations Can Produce High-Quality Content Without Writing a Word

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To create high-quality content for your organization, consider working with a subject matter expert (SME). Hiring an industry-specific copywriter can benefit your organization by writing content for your SME.

WEALTHTECH INSIDER: How OCIO Helps Grow and Scale Your Business

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Outsourced chief investment officer solutions, or OCIOs, have been available for a while, but were often viewed as higher touch versions of turnkey-asset management platforms.

The Taylor Market Report (2/21/23)

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Morgan Stanley announced stocks could decline 25%, real estate sales are beginning to plunge, inflation didn't go "poof" away. The bright spot is in the bitcoin/ethereum corner

Publisher Notes For 2/21/23

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Friends, in celebrating President's Day this week, it's interesting to note that Washington (along with Hamilton) arguably created the original American fintech - the Bank of the United States. Fascinating! In the meantime, READ UP!

REAL CLEAR CRYPTO: “Green” Bitcoins & How Crypto Can Support Environmental Sustainability

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As concerns surrounding Bitcoin’s energy usage remain pervasive, crypto’s multi-feature utility shows that it has the potential to help countries reach their climate goals faster.

MARTECH MINUTES: Using Keywords To Level Up Your Finance Content Marketing

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By Teresa Leno A fresh New Year is here, and you may be ready to upgrade your advisor marketing tactics. Whether you manage your blog...

BACK OFFICE HEROES: Creating a Frictionless Onboading Experience

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Much of the important trust-building work happens while a client seeks out an advisor, but keeping that trust after the contract is signed is equally important.

The Taylor Market Report (2/14/23)

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Remember the rock song "I fought the law and the law won?" How about........"I fought the Fed and the Fed won." Don't fight the Fed. They are taking money out of the system.

Publisher Notes For 2/14/23

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Friends, Happy Valentine's Week, and what a week we're in!  With 3 "mysterious" aircraft shot out of the sky and the Super Bowl BEHIND us, what could be AHEAD of us?  One thing we know, fintech innovation marches on regardless. READ UP!