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!

Fintech Luminaries – Meet Cash Lafferty of LiquidityBook

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we’d like you to meet our friend Cash Lafferty of LiquidityBook, a a full suite financial technology company with customized solutions for ALL securities firms and market participants who understand that innovative trading and messaging solutions will increase profitability while reducing unnecessary expense and risk

INTELLIGENCE FOR GROWTH: Curating Newsletters For Strategic Advisor Marketing

Newsletters have come a long way from the quarterly, monthly or weekly paper, snail-mailed documents once prevalent in the financial industry, in part thanks to platforms like Clout.

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: Attract & Retain Clients Using Finance Content

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Content marketing is an effective way to establish credibility for your advisors while creating trust between them and their clients and prospects.

Publisher Notes For 3/3/21

Greetings from Digital Wealth News™ ! Happy Wednesday from Beautiful Montana! ...

The Taylor Market Report (4/11/23)

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Even if (big if) inflation drops to 3%, interest rates would need to be 5% to have positive returns. Should inflation only drop to 4%.......well, do the math. It ain't bullish.

Publisher Notes For 8/18/21

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This week we hear that bitcoin could be considered a “once in a species” phenomenon, learn about the vital role CRMs play in compliance and chat with wealthtech phenom Aaron Schumm of Vestwell plus more!

AI ILLUMINATIONS: How Financial Firms Can Decide What to Automate First

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How can companies starting on their technology journey identify the right process to automate? The answer is multifaceted, per Phil Sheridan at JIFFY.ai, an autonomous enterprise platform for finserv organizations.

The Taylor Report for 11/15/19

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The Taylor Report compares the price of Bitcoin, Ethereum, & Gold, using the CME Bitcoin Indexes (BRR & BRTI) and the CME Ethereum Indexes (ETH_RR_USD) & (ETH_RTI_USD) for reference as well as the London Bullion Market afternoon price settlement.