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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

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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)

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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

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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

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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)

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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

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For financial advisors, a significant reason clients may be unhappy with their advisors is a need for more communication and namely, financial education.