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Advisor Tech Talk (Week of 1/15/24)
We’ve known it was coming for weeks now, but last week’s clearance from the U.S. Securities and Exchange Commission for spot...
Top 5 VC Deals of the Week in Fintech (1/15/24)
How far will it go?
The state of VC is shifting; borders are open for new investors in tech. But how long...
DWN Publisher Notes For 1/8/23
Friends, some MAJOR news in our Advisor Tech Talk (re: Bill Crager of Envestnet) & Defi Diaries (re: SBF) this week -plus- we couldn't resist posting just ONE MORE 2024 predictions story for you! Another action-packed newsletter, including our new DWN AI Index, for the 2nd week in 2024! READ UP!!
FINTECH CORNER: Technology For RIAs Is More Valuable Than Ever, But Can They Use...
Until recently, FAs were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to catalyze growth, lower operating costs and improve client experience.
The Taylor Market Report (1/9/24)
Stay vigilant as you view government numbers-a 25% revision down on employment is not a statistical anomaly. Statistics 101 will teach you 25% is really far off (maybe government bureaucrats cut those classes).
Advisor Tech Talk (Week of 1/8/24)
Move over 2023, 2024 is starting out with a bang—when it comes to advisor tech news, that is.
Yes, we just wrapped...
Top 5 VC Deals of the Week in Fintech (1/8/24)
Gazing into a Crystal Ball...
If you could see the future, would you want to? While crystal balls may interest some, they...
STANDARD DEVIATIONS PODCAST: Anthony Damtsis – Growing Your Wealth Confidence
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Anthony Damtsis.
Anthony Damtsis is Deputy Head of Behavioral Finance at...
INTELLIGENCE FOR GROWTH: How AI Can Make Private Markets Investing Easy
The time is right to add private markets to client allocations—but investing in alternatives is a time- and labor-intensive process for financial advisors and their clients.
The Taylor Market Report (1/2/24)
I can take a very broad stroke at the year ahead. The equity market will not go up 25% again. There are WAY too many bullish (and invested) people out in investing land.