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MARTECH MINUTES: 2024-Time for New Advisor Marketing Tech

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Despite the New Year, Marketing teams are still being stretched, often asked to do more with less human capital, fewer resources, and limited budgets for marketing technology.

2023-Decentralized Diaries, A Look Back, Part 2

What would the crypto regulatory landscape look like in 2024? No one knows, with the world spinning in several directions!  Meanwhile, as we look back...

The Taylor Market Report (12/19/23)

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There has been a HUGE disconnect between markets and actual economics and the population's overall financial condition. Since COVID, it can be argued the equity market has become one big casino. THAT is scary.

Artificial Intelligence and the Future of Wealth Management in 2024 and Beyond

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This past year will be remembered for many things: geopolitical unrest, high interest rates and inflation, the coronation of Charles III, Barbenheimer … And...
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DWN Publisher Notes For 12/12/23

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Friends, this week we posted our second article in our 5-part series on AI in Finance and covered chatbots.  I'll be honest - I'm the crazy lady yelling at the phone while these things ask me WAY too many irrelevant questions, but they are an important tool and will no doubt get better over time. READ UP!

Top 5 VC Deals of the Week in Fintech (12/11/23)

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On sale, BOGO, and more... Like a sale with deep discounts retailers offer to make shoppers spend on their products, the startup...

The Week in Digital Wealth (12/4/23)

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Happy new month! Just how deep does the AI rabbit hole go? Nobody knows. Every solution and product is most likely automated or has integrations. That said, Bloomberg...

Decentralized Diaries for the Week of 12/4/23

"The harder they rise, the harder they fall". At least, that's how the saying goes. The crypto space won't be the same without Changpeng Zhao. That said,...

AI ILLUMINATIONS: Implementing Technology? Look Before You Leap!

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Wealth management firms are rapidly moving to implement technology to be able to continue to innovate and to keep up with evolving demands across the entire value chain.

The Week in Digital Wealth (11/20/23)

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  Happy Thanksgiving week! Automation is the new buzzword that rubs off everything as the holidays approach. That said, Bloomberg is shuttering a key index next year. NASDAQ...