INTELLIGENCE FOR GROWTH: Marketing Automation Does a Lot More than Close More Clients
Some forms of automation come with added bonuses, making advisors—and sometimes the technology itself—better over time.
WEALTHTECH INSIDER: Are Megatrends a New ‘Free Lunch’ In Investing?
Incorporating thematic ETFs that embrace major “megatrends” can provide an opportunity for enhanced returns, and done correctly, result in little additional market risk.
The Taylor Report (3/29/22)
IT'S THE END OF THE FIRST QUARTER OF THE YEAR. FULL SCALE "WINDOW DRESSING" IS ON. FUNDS MARKING PORTFOLIO PERFORMANCE A HUGE REASON FOR THE EQUITY RALLY.
Fintech Corner: How to Keep Culture as Remote Work Becomes Permanent
Even without the experience of a global pandemic, it makes sense that the world has moved to remote or work-from-home. In response, Practifi is organizing quarterly in-person summits for its employees.
Publisher Notes For 3/29/22
Friends, heard of the Bored Ape Yacht Club yet? If not, you need to get educated as the firm behind the wildly popular NFT series just nabbed $450M in venture capital. This week we also look at the "new normal" in markets, meet a former FA who's moved to a crypto fund and review the SEC's new cybersecurity rules, plus more. READ UP! | Cindy Taylor, Publisher READ UP! | Cindy Taylor, Publisher
REAL CLEAR CRYPTO: It Wasn’t The Returns – How Crypto Pulled This Advisor...
Ten years ago, Jonathan Cagle was a financial advisor investing client portfolios in traditional assets. Then he encountered digital assets and today, acts as a portfolio manager & research analyst for Sarson Funds.
INTELLIGENCE FOR GROWTH: Managing the “Many-Headed Hydra” of Risk
Effective financial planning has to be accompanied by consideration and discussion of risk—but risk is so multifaceted it can be difficult to discuss with clients.
The Taylor Report (3/22/22)
END OF THE FIRST QUARTER COMING UP. LOTS OF MONEY BEING PUT TO WORK AND PORTFOLIOS BEING "MARKED UP" (window dressing). WAR, INTEREST RATES AND INFLATION STILL MATTER. BE CAUTIOUS.
Publisher Notes For 3/22/22
Friends, every week now it seems things are moving to the forefront in fintech on so many fronts. This week we have a powerful op-ed from Dara Albright addressing Biden's recent Executive Order on Digital Assets. In our REAL CLEAR CRYPTO column, John Sarson addresses war, crypto & civil liberties. To soften it all, we finish with a wonderfully inspiring piece - "In One Word: IMPACT" - from JIFFY.ai's Michael Partnow. READ UP!
REAL CLEAR CRYPTO: How Crypto Is Ending The Era Of International State-Sponsored Monetary War
People will be able to use cryptocurrency to send assets held in foreign bank accounts into Russia’s banking system while it is sealed off from the rest of the world due to international sanctions.