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The Taylor Market Report (8/22/23)
Interest rates are still moving higher (as predicted here), inflation is staying stubbornly high (as predicted here) and cracks are appearing in the economy (as predicted here).
STANDARD DEVIATIONS PODCAST: Sterling Johnson – Working Toward Economic Equity
This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Sterling Johnson.
Sterling Johnson is the Just Opportunity Portfolio Director for the Partnership...
REAL CLEAR CRYPTO: Blockchain Wars & The Global Quest for Dominance and Adoption
In the digital realm, blockchains emerge as a groundbreaking force, poised to revolutionize industries, redefine traditional notions of trust, and catalyze a silent yet intense global competition.
Advisor Tech Talk (Week of 8/14/23)
This week in advisor tech headlines, we have a bevy of AI-infused briefs.
While the traditional wealth tech industry seemingly took a...
MARTECH MINUTES: How Firms Can Avoid FINRA Advertising Review Fines
Many in the financial industry stray towards the vaguer side of guidelines and regulations because they can sometimes be complex and often confusing.
AI ILLUMINATIONS: Spring Cleaning Your Wealth Tech
Technology used to last 20-25 years, but today, with so many apps and frameworks comprising your tech stack, it’s important to evaluate your technology every five to ten years.
STANDARD DEVIATIONS PODCAST: Brendan Frazier – 10 Rules for Human-First Financial Advice
This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Brendan Frazier.
Brendan Frazier is the founder of Wired Planning, the host of...
Berthel Fisher’s Paige Swartzendruber: Artificial Intelligence and Wealth Management
Paige Swartzendruber has literally grown up in the wealth management space and continues her father’s legacy, working alongside him as both a financial advisor...
STANDARD DEVIATIONS PODCAST: Jen Clinehens – The Consumer Psychology of the World’s Best Brands
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Jen Clinehens.
Jennifer Clinehens is currently Head of Experience at a major...
The Week in Digital Wealth (7/10/23)
A lot is still happening in the industry, with innovation as the driving force despite job numbers, worries, and increased expectations of Fed interventions.
AI...