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The Taylor Market Report (2/13/24)

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The S&P 500 at 5,000 has seen the top. Those nice returns over the past few years are now in the rear view mirror.  If you didn't hear the bell ring.....you're deaf. Short and expect a bigger drop than you may imagine.

MARTECH MINUTES: A Vendor’s View – ‘FINRA Reviewed’ vs. ‘Compliance Reviewed’

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As industry compliance and marketing professionals recognize, Rule 2210 aims to ensure that all marketing materials are fair, accurate, and not misleading.

The Week in Digital Wealth (2/12/24)

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The industry has settled down (a bit), with the AI conversation taking center stage. By the way, you should check out our new AI...

AI and Blockchain: A New Frontier in Institutional Finance

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In the rapidly evolving world of technology, two innovations have emerged as game-changers: Artificial Intelligence (AI) and blockchain. Both technologies have been making waves individually,...

The Taylor Market Report (2/6/24)

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Expanding war. Interest rates staying high. Inflation inching up. Election shenanigans. What could possibly go wrong? Pretty sure we will find out at some point.

MARTECH MINUTES: Tips for ‘Vetting’ an Advisor Communications Solution

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A communications strategy has become crucial to modern business operations in the finance industry to streamline communications and campaigns, automate repetitive tasks, and make data-driven decisions.

The Taylor Market Report (1/30/24)

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Inflation. For the life of me I cannot understand how jumping people's cost of living up 20% and then cheering when that 20% rise is "only" adding 3% a year now is a win. Huh??

MARTECH MINUTES: Marketing Communications Policy Gaps – A Top Concern for Wealth Firms

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One of the most perplexing and persistent is managing marketing communication policy gaps. Marketing communications policies provide an outline or blueprint that guides all elements of communication.

Advisor Tech Talk (Week of 1/29/24)

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This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...

The Taylor Market Report (1/23/24)

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The stock market (S&P500) got to new all time highs & are living in a fantasy world. Right now we have a toss up for the S&P 500. A huge melt up & bull market blow off, or the beginning of a prolonged sell off.