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The Taylor Market Report (10/1/24)
October is not the kindest month for investors. Waiting for one more big push up might be like picking up quarters on the freeway. Odds are not good. If being short isn't for you, at least be defensive and cautious.
The Week in Digital Wealth (10/2/24)
The industry hummed along into the new month as the first leaves of the fall showed their gold colors. Partnerships continued to thrive, paving...
Top 5 VC Deals of the Week in AI (9/27/24)
This week we continue our series on the top 5 VC-funded deals in AI.
This past week was once again a more muted one for...
Top 5 VC Deals of the Week in AI (9/20/24)
This week we continue our series on the top 5 VC-funded deals in AI.
This past week was a more muted one for venture funding...
Advisor Tech Talk (Week of 9/17/24)
While we still have a few days in astronomical summer to sort through, for all intents and purposes, summer is over...
MARTECH MINUTES: Email Marketing’s Relevance in the Wealth Industry
In the fast-evolving wealth industry, maintaining enriching client relationships is paramount. Email marketing has shown to be a consistently valuable tool for wealth organizations and their advisors.
Top 5 VC Deals of the Week in AI (9/13/24)
This week we continue our series on the top 5 VC-funded deals in AI.
This past week was a big one for venture funding in...
The Taylor Market Report (9/10/24)
Investors are sitting on nice gains with markets drifting lower, elections (hopefully) coming up, a possible government shutdown later this month, incredible amounts of uncertainty, huge debt loads and extreme bullishness. What could possibly go wrong? Answer? A LOT.
AI ILLUMINATIONS: “How Am I Doing?”
As we approach the fourth quarter of this year, Michael Partnow, Group President, Wealth Management at JIFFY.ai, provides insights into why leaders must take this time to ask, "How am I doing?"
Advisor Tech Talk (Week of 9/10/24)
There’s a lot of wealthtech news to get to, even in a holiday-shortened Advisor Tech Talk, but first we should discuss...