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Advisor Tech Talk (Week of 3/11/24)
As fintech continues to proliferate and transforms the wealth management landscape, advisors are engaged in not one, but multiple arms races.
The...
Decentralized Diaries for the Week of 3/11/24
Crypto volatility may be a permanent thing. Then again, we are all holding on for dear life! (HODL)
That said, the week was busy on...
The Week in Digital Wealth (3/11/24)
Data Data Data!
Data (it seems) is the new industry buzzword, with automated solutions providing a context for several use cases. Meanswile, AI continued to...
REAL CLEAR CRYPTO: The “Distraction” of Bitcoin as a Currency
Just like our ancestors used precious metals & real estate to store wealth, the modern generation has found a new avenue - Bitcoin. Michael Saylor has suggested that BTC might serve as an efficient wealth store for many.
MARTECH MINUTES: The Deal on Content Marketing
72% of online marketers describe content creation as their most effective SEO tactic, which helps potential clients find an advisor when searching online.
STANDARD DEVIATIONS PODCAST: Not Being Dumb Beats Being Brilliant
This week on Standard Deviations, Dr. Daniel Crosby offers a sneak preview of an essay from his upcoming book, The Soul of Wealth.
Educated...
Householder Group Surpasses $1 Billion in New Client Assets with Latest Acquisitions
Householder Group Estate and Retirement Specialists, an independent financial planning firm, has achieved a significant milestone in its growth trajectory by surpassing $1 billion...
AI & Finance™ | News for the Week Ending 3/8/24
Once again, we have a rather large and long list of financial artificial intelligence-related headlines and announcements this week. And once again, it’s only...
The Taylor Market Report (3/5/24)
With the major action concentrated in the digital assets and gold, the S&P 500 is beginning to exhibit some wear and tear. There is something 'afoot' and the flight to both gold and bitcoin/ether says WATCH OUT. As we used to say on the trading floors, there is a "tone change."
What IF? AI Pluses & Minuses + Bitcoin Issues
Crazy. There is a whole lot going on and in lots of different directions. Let's begin with March.
A new month, the last month...