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Advisor Tech Talk (Week of 3/04/24)
News from big fintechs bolsters another busy lineup of advisor technology headlines for this week, with announcements from the likes of...
MARTECH MINUTES: Building a Wealth Industry Marketing Tech Stack
With the advancement of technology, wealth organizations now have access to a wide range of marketing tools and software to help them reach their target audience and achieve their goals.
Decentralized Diaries for the Week of 3/4/24
Maybe the crypto sector has matured. Maybe.
The industry this week saw a rise in new sidechains, plus the legal drama continued, with new legislation...
AI & Finance™ | News for the Week Ending 3/1/24
Artificial intelligence implementation is moving at full speed ahead in several areas of the financial services industry, including insurance and banking, as can be...
The Taylor Market Report (2/27/24)
Only a few days left in February. 17% of 2024 is gonna be gone. Hope it has been a good two months. If you have been in Bitcoin, Ethereum or AI stocks, congrats.
Advisor Tech Talk (Week of 2/27/24)
Financial markets have boomed to start 2024, and the wealthtech universe is growing apace.
This week brings a mixed bag of advisor...
MARTECH MINUTES: Generative AI & Social Media
Wealth firms can create content for their social media channels by leveraging generative AI to create infographics, videos, and even written content that caters to their target audience's specific interests & needs.
REAL CLEAR CRYPTO: Solana DEX Jupiter as an Institutional Token
Every so often, a token surfaces that captures our collective attention, and today, that token is Solana’s decentralized exchange (DEX) aggregator, Jupiter.
The Taylor Market Report (2/20/24)
It is going to be particularly tricky to make 'informed' investing decisions. One thing for certain, stock (S&P 500) valuations are stretched to say the least. Equity markets are overdue for a significant correction.
MARTECH MINUTES: Why Advisors Must Provide Financial Education
For financial advisors, a significant reason clients may be unhappy with their advisors is a need for more communication and namely, financial education.