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.
The Taylor Report for 11/29/19
Bitcoin vs Gold vs Ethereum
Featuring
CME Bitcoin Indexes & Ethereum Indexes for Reference
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).
BACK OFFICE HEROES: Risk Tolerance – What is Actually Being Measured?
Most wealth management firms measure and use risk tolerance as part of their process using Docupace’s PreciseFP platform, or another industry competitor—but what are they actually measuring?
MARTECH MINUTES: Resetting – How Wealth Firms Can Grow Harnessing Financial Content
With today's economic challenges and a changing client demographic as younger generations inherit, firms and advisors will need to plan how they communicate with current clients and attract new ones to grow AUM.
Fintech Luminaries – Meet Raymond Zenkich of BlockRe
Digital Wealth News is pleased to bring you our "Fintech Luminaries" series – featuring thought leaders within the...
Publisher Notes For 4/4/23
Friends, we hope you & yours enjoy a beautiful Easter holiday & if you're celebrating Passover, Happy Pesach!! In the meantime, it's been a hugely impactful week for America with so many financial implications. READ UP!
REAL CLEAR CRYPTO: Crypto Offers Etsy Sellers a Banking-Related Payment Delay Solution
The recent collapse of Silicon Valley Bank and the subsequent delay in payments for some Etsy sellers highlights the need for a more reliable and secure payment system.
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 10/18/22
Friends, we're back at it with more original content for the week, including a deep dive into the future of Web3, an op-ed on who is regulating the regulators, and a deep dive into "fintok" (yes, that's spelled correctly) and why it matters. READ UP!