REAL CLEAR CRYPTO: Blockchain is Changing my Business – Legal Sector
Attorneys engaged in estate planning are already well aware that transferring digital currency requires unique planning methods to ensure a seamless transfer to heirs.
MARTECH MINUTES: Why Wealth Firms Should License Enterprise MarTech For Their Advisor’s Marketing
For independent advisors, the marketing department often provides a vendor list for advisors to select technologies to help them market their services.
BACK OFFICE HEROES: Setting Expectations: What RIAs Need to Know for the Next 5...
The best way for wealth management businesses to approach cybersecurity issues is by investing in intelligent, automated digital platforms to help aggregate, store, and parse customer and trade data.
The Taylor Market Report (2/7/23)
Not many people in the financial markets today have experienced a true bear market (1970's type). These markets are not going to be kind to those who choose to ignore the Fed.
Publisher Notes For 2/9/23
Friends, another great newsletter with tips on best practices for gathering client data, a look at the top blockchain-based ESG companies, crafting a meaningful money journey & starting a tech firm! That's a lot! READ UP!
REAL CLEAR CRYPTO: Blockchain Leaders in ESG
In this article, we will examine three blockchain projects that have been identified as ESG leaders and explore how they align with the ESG investment framework.
MARTECH MINUTES: How to Enhance Your Client Communication Using Content
A communication breakdown can create an avoidable disconnect between you & your clients. Providing timely & consistent finance articles to clients can set your firm apart from your competition & keep you top of mind.
BACK OFFICE HEROES: The Fundamentals of Client Data Gathering
The major case for going digital when it comes to client data gathering is that clients believe advisors aren’t digital enough. After all, most advisors are still working with outdated technology systems or even spreadsheets.
The Taylor Report (1/31/23)
It seems celebrating a 5% inflation rate (if you don't eat, drive, live or leave the house) is really cool. IT'S NOT! I know I've mentioned this before but, RECESSIONS ARE NOT BULLISH!
Publisher Notes For 2/1/23
Friends, we're pleased to announce the launch of a new column to our content lineup this week - "Back Office Heroes" - with great insights for our audience on the very real benefits of digitizing and automation, a topic near and dear to our hearts. READ UP!