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REAL CLEAR CRYPTO: The Key to Cryptocurrency – Understanding Self-Custody

self-custody of cryptocurrencies allows for transactions that keep your identity relatively hidden, providing you with a sense of autonomy that traditional banking systems can't match.

BACK OFFICE HEROES: The Most Effective Path to Lead Generation

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Wealth management firms have a hard time growing without finding some mechanism to find the clients that they want to serve—a process called lead generation.

Berthel Fisher’s Paige Swartzendruber: Artificial Intelligence and Wealth Management

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Paige Swartzendruber has literally grown up in the wealth management space and continues her father’s legacy, working alongside him as both a financial advisor...

The Taylor Market Report (7/18/23)

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Markets do crazy things. Bitcoin $68k. Japan's stock market went straight up (literally) to almost 40k in 1989. The dotcom bubble. The S&P is in steroid bubble land. Be careful.

StratiFi Appoints Former e-Money Sales Exec to Lead Sales and Biz Dev

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San Francisco-based risk management platform company, StratiFi recently announced it has hired Sarah Gribben to serve as Director of Sales and Business Development. Gribben will leverage...

REAL CLEAR CRYPTO: XRP Off the Ropes as SEC Gets Stumped

A New York judge last week delivered what many digital asset investors saw as a landmark victory in determining that XRP, a cryptocurrency Ripple Labs, was “not necessarily a security on its face” as proscribed by the Howey Test.

MARTECH MINUTES: How SMEs Help Write Content

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To create high-quality content for your organization, consider working with an internal or external subject matter expert (SME), and an industry-specific copywriter or marketing agency can write content for your SME.

The Week in Digital Wealth (7/17/23)

While temperatures continued to soar, the economy continued to heat up; the Fed raised rates, and everyone else did what they could to reduce...

INTELLIGENCE FOR GROWTH: The Power of Images-5 Tips for Driving Content Engagement

In this article, the marketing experts at TIFIN Clout provide five easy best practices to help you deploy images that will drive clicks and engagement with your content.

The Taylor Market Report (7/11/23)

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Wednesday (7/12) brings the CPI (consumer price index) and Thursday the PPI (producer price index). Then, when nothing happens, the waiting game for the July Fed decision on interest rates begins. There ya go.