FINTECH CORNER: How The Right Technology Can Super-Charge Inorganic Growth
The wealth management space is served by a lot of technology, but very little of it has been dedicated to the most impactful source of growth for businesses today: mergers and acquisitions.
The Taylor Report (8/23/22)
The end of August is always slow and investors/traders/advisors (if they are not on vacation) are waiting for the annual Fed symposium in Jackson Hole, WY this week. Perhaps BIG news (or no news) on interest rates?
Publisher Notes For 8/24/22
Friends, here we go back at it this week with a look at the real metrics clients should use to measure financial success, how crypto education is crucial for advisors right now and an important op-ed on an op-ed (yes you read that right) that you won't want to miss. READ UP!
In One Word: TEACHER
By Michael Partnow
My amazing wife MaryAnn is better known to many as Miss MaryAnn. I cannot imagine how...
The Taylor Report (8/16/22)
Biggest news of the week? BlackRock entered into a partnership with Coinbase to be able to offer BlackRock clients access to BITCOIN and also announced a trust that will invest in SPOT BITCOIN. That's big.
Publisher Notes For 8/17/22
Friends, even with summer, there is SO MUCH to catch up on in the world of digital wealth! This week we look at two (relatively) new BTC fans, explore "What's Up with WhatsApp" and hear from a law firm helping small investment firms stand up to the SEC. READ UP!
WEALTHTECH INSIDER: The Importance of Staying Invested-How to Ease Investor Concerns in a Down...
Over the past year, investors and their portfolios have been dealt with a blow of volatility—which is why it’s so important for financial advisors to educate their clients on the importance of staying invested.
Fintech Corner: Learning And Development Has Become Essential To Fintech Success
Over the past two decades, advisors embraced education and learning as a powerful tool capable of attracting new prospects, transforming existing prospects to clients and keeping current clients engaged.
Publisher Notes For 8/10/22
Friends, we woke up to an IT world of hurt. First our CEO's computer blew out overnight - then an update to the Yoast SEO tool took our entire website down for a time. All fixed now (yay!), but not without (quite) a little angst first. Thankfully, we have a world class IT team, and even with all that hullabaloo, we still have lots of great new content for you this week! READ UP!!!
The Taylor Report (8/9/22)
IF YOU THINK BOTH HIGHER RATES, AND RECESSION ARE BULLISH, AND INFLATION HAS BEEN DEFEATED.......CALL ME, I CAN GET YOU A DEAL ON A SHINY GOLD BRIDGE IN SAN FRANCISCO