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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.

MARTECH MINUTES: The Duty of Wealth Firms to Provide Financial Education

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Financial literacy is a vital life skill, much like reading or writing. In a world dictated mainly by fiscal decisions, we must empower everyone with a fundamental understanding of how money works.

MARTECH MINUTES: 7 Signs It’s Time to Replace Your Marketing Technology

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Effective marketing technology (Martech) can significantly enhance your business performance by increasing marketing efficiency, improving client experience, and bolstering your advisors' business growth.

Advisor Tech Talk (Week of 11/14/23)

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It’s finally here—a break in the frenetic pace of technology news in the wealth management space.  There’s still plenty to read about...

MARTECH MINUTES: Exploring the Impact of AI on Content Marketing

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In a technologically driven era, artificial intelligence (AI) is not a far-fetched concept but a reality transforming various industry sectors. Over time, AI has been progressively infiltrating the marketing industry.

The Taylor Market Report (10/31/23)

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The S&P 500 is a "dead index walking." Be out or short. The downside will be nasty. Again, my opinion, down on the year. Be careful. Continue holding or adding to BITCOIN and ETH positions. GOLD is a hold.

MARTECH MINUTES: 2024 Social Media Trends for Financial Professionals

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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.

Decentralized Diaries for the Week of 10/31/23

It looks like the Fed is still interested in a CBDC, despite objections. JPMorgan Chase's "JPM Coin" is processing over $1 billion daily for several...

Advisor Tech Talk (Week of 10/31/23)

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The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...

Top 5 VC Deals of the Week in Fintech (10/23/23)

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The Game of Monopoly... Monopoly, the game, is about 'growing rich' by buying properties, charging rent, and making 'smart decisions' to stay...