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AI ILLUMINATIONS: What Financial Services Firms Should Look For While Automating Business Processes

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Leaders of most Financial Services firms and several Advisors keep wondering where and how to start automating their business processes for the best results. The answer to that is rather multifaceted.

Publisher Notes For 4/6/22

Friends, while many folks have kids home for Spring Break, the news in the digital wealth sector just keeps rollling on.  This week we explore the many facets of real estate tokenization, hear from hedgie John Sarson on the geopolitical implications of crypto & blockchain and review new investing megatrends, plus more.  READ UP!  

Publisher Notes For 3/29/22

Friends, heard of the Bored Ape Yacht Club yet?  If not, you need to get educated as the firm behind the wildly popular NFT series just nabbed $450M in venture capital. This week we also look at the "new normal" in markets, meet a former FA who's moved to a crypto fund and review the SEC's new cybersecurity rules, plus more.  READ UP!  | Cindy Taylor, Publisher READ UP!  | Cindy Taylor, Publisher

Publisher Notes For 3/22/22

Friends, every week now it seems things are moving to the forefront in fintech on so many fronts.  This week we have a powerful op-ed from Dara Albright addressing Biden's recent Executive Order on Digital Assets.  In our REAL CLEAR CRYPTO column, John Sarson addresses war, crypto & civil liberties.  To soften it all, we finish with a wonderfully inspiring piece - "In One Word: IMPACT" - from JIFFY.ai's Michael Partnow.  READ UP!

AI ILLUMINATIONS: Is April Too Early to Revisit Your 2022 Technology Plan?

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According to Michael Partnow, Head of Wealth Management at JIFFY.ai, an intelligent automation platform, Spring's the perfect time to revisit the annual technology plan.

Fintech Corner: The Evolution of Building an Ideal Tech Stack and Why Firms Get...

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Tech stack is a term that appears across the journalistic and marketing materials targeted towards financial advisors, but where did it come from, what does it mean and where do you start in building one?

Publisher Notes For 3/15/22

Friends, this week we ask you to consider the MANY headwinds facing the markets presently. We also delve into entertainment NFTs in our podcast series & with Jamaica announcing it will be launching a new CBDC soon, we can't help but wax nostalgic back to the 80's & the (in)famous Jamaican bobsled team. Ya mon. READ UP!

Publisher Notes For 3/8/22

We have such a powerful newsletter this week ranging from the subtleties of posting to social media by platform to maneuvering "Broker Protocol" to the profits and perils of NFTs. And that's just getting started. Then we delve into the fintech ramifications for the Ukraine/Russia conflict and wrap it all up in a bow with several eye-opening Gray Swan scenarios. Read Up!

REAL CLEAR CRYPTO: NFTs Are Full of Promise—and for Some, Peril

Non-fungible tokens (NFTs) might play a huge role in the future of financial industry, but today, many issuers struggle to use them effectively, and advisors and investors need to be aware of their potential risks.

Publisher Notes For 3/1/22

How can it be that it's March already? This past week has been a wild one with major market gyrations as the Russia/Ukraine scenario unfolds. Meanwhile, fintech never sleeps and there's much more news to report in the sector beyond that crisis. You'll find it all here. Read Up! | Cindy Taylor, Publisher