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Decentralized Diaries for the Week of 6/18/24

Industry ups and downs continued as simmering regulatory actions showed a slight slowdown. That said, safety is (still) an issue with rising security concerns. The...

MARTECH MINUTES: Using Key Metrics To Quanitfy The Value of Marketing

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Recently, we sat down with Teresa Leno, CEO and Founder of Fresh Finance, to understand her take on vital approaches to help wealth organizations establish and showcase the value of their marketing efforts.

Top 5 VC Deals of the Week in AI (6/14/24)

This week we continue our series on the top 5 VC-funded deals in AI. Funding rounds are starting to increase again for the AI sector. ...

The Taylor Market Report (6/11/24)

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This is the longest lasting "tired market" EVER! The AI stocks are holding the S&P index up (and I'm very bullish on AI) but the majority of stocks are crap. I want to be short but I am staying neutral.
zCindy-New

DWN Publisher Notes For 6/12/24

Friends, we had an amazing trip to TX (except for the Nvidia stock split, but that's a diff story), and now we're back at it!  Meanwhile the TX Stock Exchange was announced and it seems like fintech & AI keep rolling, despite ongoing geopolitical uncertainty...READ UP!

The Week in Digital Wealth (6/11/24)

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Technical glitches did not hinder innovations and partnerships from springing forth, with integrations taking center stage. It looks like the end-user is back in...

FINTECH VIEWS: How Technology Is Transforming Impact Investing

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The impulse to do good while doing well is much older than popular acronyms like ESG and SRI might suggest. In fact, impact investing...

MARTECH MINUTES: Why Becoming a Thought Leader is Vital for Advisors

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When your target audience considers you a thought leader who provides answers and knowledge relevant to their circumstances, you've won against your competition.

Advisor Tech Talk (Week of 6/11/24)

Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...

Emerging Asset Management Leaders to Gather for MMI Annual Seminar

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The Money Management Institute (MMI) is set to hold its annual Leadership Pathway Seminar from June 12-14, 2024, at the Hilton Denver City Center....