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The Taylor Report (3/15/22)

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THE NEXT FEW MONTHS ARE GOING TO SHOW HUGE INFLATION SPIKES. WILL THE FED STEP UP THE RATE OF INTEREST RATE INCREASES? WILL THE BOND MARKET DO THE FED'S JOB FOR THEM?

Publisher Notes For 3/15/22

Friends, this week we ask you to consider the MANY headwinds facing the markets presently. We also delve into entertainment NFTs in our podcast series & with Jamaica announcing it will be launching a new CBDC soon, we can't help but wax nostalgic back to the 80's & the (in)famous Jamaican bobsled team. Ya mon. READ UP!

INTELLIGENCE FOR GROWTH: To Get More Leads, Bait The Marketing Hook With Custom Content

If the crises of the last decade have offered any lessons for the wealth management industry, it’s that advisors need to improve the quality and frequency of their client engagements.

Advisor Tech Talk (3/15/22)

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Volatility is everywhere—and we talk a lot about the changes and the opportunity, but we shouldn’t forget about...

Top 5 VC Deals of the Week in Digital Wealth (3/15/22)

Last week we proclaimed we saw a pullback in funding, but we should know better. We do...

WEALTHTECH INSIDER: 3 Pain Points of Client Onboarding—and How to Make Yours Better

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All too often, client onboarding can be an unpleasant experience. There’s paperwork to sign, wait times to endure, and general uncertainty that can creep in.

The Week in Digital Wealth (3/15/22)

By Gregory Bilecki TWIDW 3/14/22: A friendly reminder, Russia & Ukraine updates, Biden signs a...
NEWS BRIEF 3 Industry

JIFFY.ai Raises $53 Million in Funding as Part of Series B Round 

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PALO ALTO, CA – – JIFFY.ai, an award-winning app-based low-code/no-code intelligent automation platform, today announced that it has raised...

The Taylor Report (3/8/22)

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U.S. treasuries and gold got a huge burst in a flight to safety. It won't last. U.S. interest rates are going up (bond prices down). Inflation is getting hot, hot hot. Expect interest rates to surprise to the upside.

Publisher Notes For 3/8/22

We have such a powerful newsletter this week ranging from the subtleties of posting to social media by platform to maneuvering "Broker Protocol" to the profits and perils of NFTs. And that's just getting started. Then we delve into the fintech ramifications for the Ukraine/Russia conflict and wrap it all up in a bow with several eye-opening Gray Swan scenarios. Read Up!