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MARTECH MINUTES: 7 Social Media Tips for Advisors in 2024

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As we edge closer to the end of the year, the ever-evolving nature of social media presents diverse opportunities in 2024 for a wide range of industries, including the wealth industry.

REAL CLEAR CRYPTO: How FASB’s Updated Standards Could Accelerate Crypto Adoption

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The recent updates by The Financial Accounting Standards Board (FASB) on fair value measurement standards for digital assets mark a pivotal shift in how businesses can report their crypto holdings

WEALTHTECH INSIDER: Four Steps for Having Difficult Conversations with Clients

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When the market goes haywire or a client’s financial life is jolted, how do you help them stick to their plans? It’s important that advisors give advice & comfort in a way that is consistent with research around “stickiness.”

The Taylor Market Report (12/12/23)

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It's a really good bet there will be a spot Bitcoin ETF shortly. Elizabeth Warren and Gary Gensler can't stop it. But, the real news is the amount of pent up demand for Bitcoin. Huge buyers, few sellers and limited supply.

Decentralized Diaries for the Week of 12/11/23

How far is too far for the cryptospace? Binance may have more issues in the months to come with unsealed filings, noting stricter monitoring by...

REAL CLEAR CRYPTO: Michael Saylor on Why a Bitcoin ETF Matters

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Michael Saylor believe that the impending spot Bitcoin ETF is a monumental offering poised to inject trillions of dollars into the BTC space & believes it to be a game-changing industry catalyst.

AI ILLUMINATIONS: When Finalizing your Budget, is the Client’s Voice Represented?

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If the focus of the budget is right, everything else falls into place, especially for wealth management firms that need projected cost personalization at every level of operations.

AI In Finance, Part 1: Harnessing the Power of Artificial Intelligence in the Finance...

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This week we begin a new 5-part series for the month of December on artificial intelligence within the financial sector and four leading use...

REAL CLEAR CRYPTO: Why Investors Are Looking Past BTC & ETH To Solana

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With a combination of scalable blockchain technology and an intriguing ability to facilitate smart contracts, Solana has quickly become a favorite among both individual and institutional investors.

REAL CLEAR CRYPTO: From Bitcoin to Altcoins – Diversifying Your Family Office Crypto Portfolio

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Family offices that invest in cryptocurrencies must understand the importance of diversification to mitigate risks and maximize returns, but before diving in, it's crucial to understand the crypto market.