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WEALTHTECH INSIDER: Why Data Is a Differentiator for Financial Advisors

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Why do clients choose you as a financial advisor over your competitors? Data can help you provide real proof of your soft skills. Here’s how data can become a differentiator for your financial advising practice.

Advisor Tech Talk (Week of 6/6/23)

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A lot of people took a holiday last week due to the Memorial Day-shortened work schedule. The news did not. There was a...

The Taylor Market Report (5/30/23)

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One would think that with the U.S teetering on the cusp of defaulting on its debt, inflation not going down, economic growth slowing, interest rates rising and the general mood "blah," financial markets would be......doing something. But no.

Publisher Notes For 5/31/23

Friends, we hope you enjoyed a beautiful Memorial Day, a day when I can't help but reflect on the sacrifice made by so many for our country and feel such gratitude.  In the meantime, this week's newsletter is again chock full of such important info for the digital wealth sector! READ UP!

STANDARD DEVIATIONS PODCAST: Derek Hagen – Working with Change-Resistant Clients

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Derek Hagen. Derek Hagen is the founder of Money Health Solutions®️, a financial...

REAL CLEAR CRYPTO: Onboarding the Next 100 Million Crypto Users With Web3 Gaming

The rise in gaming economies has led to many companies attempting to reinvent the ways in which gamers spend money on improved digital experiences and accrue in-game value over their playtime.

OpEd: Financial Literacy in America – We Must Act Now

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Financial literacy, or financial education, directly correlates to making sound financial decisions that help one manage and grow financial assets confidently. Understanding how to...

Ronald Blue Trust Partners with TIFIN Wealth to Launch BlueGive Donor-Advised Fund Platform

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TIFIN Wealth, the AI engine for organic growth, has announced an expansion to its partnership with wealth management and trust services firm Ronald Blue...

AI ILLUMINATIONS: Cure Your Pain with a Single Pane

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Whether it's investors, advisors, or home offices, today everyone across the entire Wealth Management value chain seeks an elegant, simple solution for their various needs.

Top 5 VC Deals of the Week in Fintech (5/30/23)

This week, financial inclusion and 'un-banking' were prevalent in the startup funding scene, a sign that times are changing for consumers...