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INTELLIGENCE FOR GROWTH: Curating Newsletters For Strategic Advisor Marketing

Newsletters have come a long way from the quarterly, monthly or weekly paper, snail-mailed documents once prevalent in the financial industry, in part thanks to platforms like Clout.

The Taylor Market Report (7/25/23)

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Have you noticed (i have) there are now multiple ways to gauge inflation. Confuse investors like a magician so they ignore the obvious. No matter what, it’s getting more expensive to live.

The Taylor Market Report (7/18/23)

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Markets do crazy things. Bitcoin $68k. Japan's stock market went straight up (literally) to almost 40k in 1989. The dotcom bubble. The S&P is in steroid bubble land. Be careful.

CapIntel’s Enhanced Wealthtech Platform Supports RIA Compliance with SEC Marketing Rule

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CapIntel, a leading fintech company supporting wholesalers and investment advisors, recently added new proposal-building functionality to its platform to help Registered Investment Advisors (RIAs)...

The Taylor Market Report (7/11/23)

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Wednesday (7/12) brings the CPI (consumer price index) and Thursday the PPI (producer price index). Then, when nothing happens, the waiting game for the July Fed decision on interest rates begins. There ya go.

The Taylor Market Report (7/4/23)

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It happened. Again. First Bitcoin exceeded the price of gold (2017) and now.......ETH is firmly above the shiny metal's price. It's right in front of you; gold has been replaced by the digital asset twins.

STANDARD DEVIATIONS PODCAST: Manish Khatta – On Markets and Marketing

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Manish Khatta. Manish Khatta is a quant! A true math geek, Manish...

MARTECH MINUTES: Critical Content Marketing Strategies for Financial Advisors

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Marketing plan needs to be fine-tuned as industry trends & business goals change. If you’ve found yourself growing complacent with your marketing efforts, here are seven items to focus on this year.

REAL CLEAR CRYPTO: Digital Assets – Safe Investing and Protecting Your Investment

Blockchain technology promises a high level of security through its distributed ledger system causing it to be one of the most secure data protection technologies we have available to us.

The Taylor Market Report (6/27/23)

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Breaking the calm of summer with some HUGE crypto news on a BTC ETF & it looks like ETH will be exceeding the price of gold very soon, too. BTC did it back in 2016/2017 & now ETH. Gold is so last 5,000 years ago.