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The Taylor Market Report (9/24/24)

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If everything is so good why are stimulus programs (China for one) being enacted and central banks cutting interest rates? Market tops don't happen when everyone is bearish.

AI & Finance™ | News for the Week Ending 9/20/24

Welcome to another edition of AI & Finance bursting at the seams with financial artificial intelligence news!  This week we have items from some of...

Sanctuary Recruits $2.2 Billion Centel Wealth

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The New Haven, Connecticut-based Centel Wealth Advisory, a practice with over $2.2 billion in individual client and institutional assets, joined Sanctuary Wealth, the firm...

FINTECH VIEWS: What Does WealthTech M&A Really Mean for Financial Advisors?

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By Reed Colley Remember Nokia? Maybe not, but once upon a time Nokia was one of the most innovative mobile phone companies in the world. Nokia was,...

Advisor Tech Talk (Week of 9/17/24)

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While we still have a few days in astronomical summer to sort through, for all intents and purposes, summer is over...

WEALTHTECH 3.0: Beyond the Game – Empowering All College Students to Reach Their Full...

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Our recent conversation with Pamela Cytron, President of The Founders Arena Wealthtech Accelerator, explores the implications of NIL and how parallel opportunities must be available for non-athlete students equally poised to impact society profoundly.

AI REGS & RISK: Super Safe Intelligence (SSI) Raises $1 Billion With a $5...

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By Greg Woolf, AI RegRisk Think Tank In the AI gold rush, it's hard to ignore the staggering numbers behind Safe Super Intelligence (SSI), a...
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DWN Publisher Notes For 9/10/24

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Friends, hope springs eternal (and we're all about PMA), but then, there's that reality thing, too - check out "The Time Has Come. Hope is Raging".  Meanwhile Michael Partnow  provides insights into why leaders must take time to ask, "How am I doing?" And make sure to listen to Dr. Daniel Crosby's latest podcast - all here...READ UP!

MARTECH MINUTES: Why Wealth Organizations Should License Martech Now for 2025

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In our recent interview with Teresa Leno, CEO and Founder of Fresh Finance, she explains why making Martech buying decisions in the 4th quarter sets the tone for 2025 advisor marketing success.

STANDARD DEVIATIONS PODCAST: Emily Blue – Humanizing the M&A Process

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Emily Blue, co-founder of Hue Partners Emily Blue attended William Jewell...