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REAL CLEAR CRYPTO: Mom and Dad, it’s Time to Have The Bitcoin Talk

Hundreds of millions of people around the world have started experimenting with “blockchain technology” powered digital currency. 

INTELLIGENCE FOR GROWTH: How Advisors Can Use Video To Meet Prospective Clients Where They...

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Good wealth management marketing meets clients where they are. That increasingly means that video is the way to go, according to Clout by TIFIN, an AI-powered advisor content marketing platform.

Decentralized Diaries for the Week of 10/17/23

Israeli authorities allegedly identified stablecoin wallets with ties to terrorist groups. Our thoughts and prayers are with the victims of the current conflict on both...

STANDARD DEVIATIONS PODCAST: Matt Reiner – Becoming the Advisor of the Future

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Matt Reiner. Matt Reiner is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™...

The Taylor Market Report (10/10/23)

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The S&P 500 took a dive and then staged a rally. Why? I have no idea. The equity market will "discover" reality and the big dive will happen. Tough to be short BUT what a feeling to be short in a downside panic.

Will AI Tools Revolutionize Data-Driven Wealth Management Functions?

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Since the phenomenal success of ChatGPT earlier this year, Artificial Intelligence (AI) has not only been thrust into the headlines but into the imaginations...

MARTECH MINUTES: Why a MarTech Strategy is Important for Wealth Firms

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Among the diverse array of innovative technology options, MarTech, or Marketing Technology, stands out as an instrumental tool for the wealth industry.

REAL CLEAR CRYPTO: Regulatory Developments in Digital Assets

The digital financial epoch is burgeoning. In the United States, the regulatory tapestry surrounding digital assets is gradually being woven, thanks to recent legislative endeavors.

Decentralized Diaries for the Week of 10/2/23

Happy New Month! Can the SEC win a war on several fronts? That's the big question as ETF applications get differing responses from the regulator. Gemini clarified...

MARTECH MINUTES: Exploring the Phenomenon – Social Media Statistics & Use by Financial Professionals

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Social media has become an essential tool for businesses across all sectors, and the financial industry sector is no exception.