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The Taylor Market Report (2/7/23)
Not many people in the financial markets today have experienced a true bear market (1970's type). These markets are not going to be kind to those who choose to ignore the Fed.
Pacific Life Mobilizes Technology and Product Innovation to Drive New Relevance for Annuities Across...
While the RIA landscape continues its brisk pace of growth and innovation, one notable product line has been slow in evolving to meet the...
Publisher Notes For 2/9/23
Friends, another great newsletter with tips on best practices for gathering client data, a look at the top blockchain-based ESG companies, crafting a meaningful money journey & starting a tech firm! That's a lot! READ UP!
Dazed & Confused: Balloon, Unemployment & Inflation Confound
Maybe the title should be 'Dazed and TOTALLY Confused.'
Of course the title came from the 1993 movie of the same name and the movie...
Top 5 VC Deals of the Week in Fintech (2/7/23)
By Teresa Leno
The generative AI gold rush is on! Last week the world (or at least the U.S.) woke up to...
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.
The Week in Digital Wealth (2/9/23)
By Christopher Hamman
Sam Bankman-Fried was banned from contacting his prior employees at FTX & Alameda Research. Twitter...
Decentralized Diaries For The Week of 2/7/23
By Christopher Hamman
Crypto winter is thawing out, or so it seems.
Shocking revelations showed that 86% of Tether Holdings was controlled by only...
Advisor Tech Talk (2/9/23)
As Chinese spy balloons float over the US (who even knew these existed until recently?!), and then get spectacularly blown out...
BACK OFFICE HEROES: The Fundamentals of Client Data Gathering
The major case for going digital when it comes to client data gathering is that clients believe advisors aren’t digital enough. After all, most advisors are still working with outdated technology systems or even spreadsheets.