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MARTECH MINUTES: How to Infuse Financial Education into Your Practice
One of a financial professional's most critical roles is to aid in their clients' financial empowerment. Here are some ways to infuse financial education into your wealth practice.
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...
Top 5 VC Deals of the Week in Fintech (4/1/24)
ABC, 1-2-3, and everything in-between
Pleasantly, VCs are funding series rounds and returning to add more money, as demonstrated in this week's...
Navigating Direct Indexing: Unlocking the True Value of Separately Managed Accounts (SMAs)
The concept of direct indexing has emerged as a promising avenue for portfolio solutions providers. However, debates surrounding the use of Separately Managed Accounts...
The Taylor Market Report (3/26/24)
BITCOIN has buyers. Lots of buyers and more coming. MicroStrategy and Michael Saylor have been huge buyers. With the 'halving' coming next month the supply of BITCOIN will again shrink.
Decentralized Diaries for the Week of 3/25/24
Yes, crypto is a movement. But, the kinks are the issue. They have always been. Innovation comes with the turf, though. This will continue...
The Week in Digital Wealth (3/25/24)
This past week the partnerships and collaborations continued focusing on users as technology foundations continued improving in the digital wealth sector. Market glitches occurred...
MARTECH MINUTES: 7 Strategies to Infuse Diversity into Finance Content
Diversity is vital in every facet of life and must be so in finance content. Understanding this, infusing diversity into your finance content is essential to appeal to a broader audience spectrum
REAL CLEAR CRYPTO: New Crypto Taxes in 2025
In the ever-evolving landscape of cryptocurrency, the Biden administration's budget proposal for 2025 has sparked significant interest and debate.
Top 5 VC Deals of the Week in AI (3/22/24)
Our new column “Top 5 VC Deals of the Week in AI” outlines the largest VC-funded deals in the artificial intelligence sector for our...