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Top 5 VC Deals of the Week in Digital Wealth (7/5/22)
Happy 4th of July Week to our US friends. Deals were somewhat curtailed the past...
The Taylor Report (6/28/22)
What to do now? Get out of the way. You know what they say? Don't try to catch a falling knife. Well it's about to start raining knives. Just ask the crypto investors/traders how that feels.
Publisher Notes For 6/28/22
Friends, well THAT was a week. We continue to strive to report THE NEWS in the digital wealth sector, and (thankfully) choose to refrain from weighing in on current politics. To that end, we've got another PHENOM newsletter for you, filled with important info you can use in your daily financial practice. READ UP!
AI ILLUMINATIONS: How Financial Firms Can Decide What to Automate First
How can companies starting on their technology journey identify the right process to automate? The answer is multifaceted, per Phil Sheridan at JIFFY.ai, an autonomous enterprise platform for finserv organizations.
WEALTHTECH INSIDER: Advisors Shouldn’t Be Afraid To Talk Taxes
Financial advisors have a huge opportunity to help their clients with tax issues. The problem is that many advisors believe providing tax assistance to their clients is tantamount to providing tax advice.
How to Fight Inflation. A Basic Primer.
Let's talk inflation. It's all the RAGE (literally) and, after months and months of passive interest, inflation has...
The Week in Digital Wealth (6/28/22)
By Christopher Robbins
As we approach midyear and the U.S.’s July 4th holiday, the...
REAL CLEAR CRYPTO: 1000 Words on Davos
During our recent trip to Davos, we spent the majority of our time at the “Blockchain Hub”, a centrally located NFT art gallery which also hosted presentations by blockchain developers and thought leaders.
Advisor Tech Talk (6/28/22)
By Christopher Robbins
Values-based investing is having an interesting moment in mid-2022.
Marketing Strategy Guide for Financial Advisors
Need help creating a digital media strategy that resonates with prospects and clients? As a financial advisor, it’s more important than ever to cut through the noise of a competitive market and connect with targeted audiences.