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Decentralized Diaries for the Week of 7/2/24

Crypto adoption is growing, with critics and supporters cheering from the sidelines. That said, legislation within the states will play a pivotal role in...

AI & Finance™ | News for the Week Ending 6/21/24

We are now more than 19 months from generative AI surging into the public consciousness in a major way with the initial launch of...

Advisor Tech Talk (Week of 6/18/24)

It’s probably not happening in 2024, and thus, advisors should breathe a sigh of relief.  As consumers continue to explore fintech and...

Advisor Tech Talk (Week of 5/13/24)

There’s nothing like a little confirmation to restore your pride, and among this week’s advisor tech headlines is a survey cementing...

Advisor Tech Talk (Week of 5/6/24)

There’s nothing like a good surprise to keep us humble and ready to learn, and there’s a nice surprise embedded in...

Using Tech to Connect to Your Clients’ Kids and Grandkids

By Tanya Van Court is CEO & Founder of Goalsetter Fueled by a passion for technology, I charted my early career in Silicon Valley when...

The Taylor Market Report (4/16/24)

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With everything going on I am going neutral on BTC, ETH & GOLD for now. Short S&P 500. Old saying on the trading floors...."I'd rather be out of the markets wishing I was in rather than in the markets wishing I was out."

AI & Finance™ | News for the Week Ending 4/12/24

Artificial intelligence applications in finance are news, and small, yet expanding at a rapid rate—but the newfangled generative AI is quickly becoming ubiquitous in our...

AI & Finance™ | News for the Week Ending 4/5/24

Whenever a new technology emerges into any labor-intensive economic sector, a battle of futurists results.   On one side are the technological utopians who imagine...

Advisor Tech Talk (Week of 4/1/24)

Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.  See, it being “spring break” week...