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Decentralized Diaries for the Week of 11/6/23

The cryptospace continued to hum along with the regular issues happening like clockwork. SBF is guilty. That's what the jurors decided. The DoJ seized 30k Ethereum tokens. Solana...

MARTECH MINUTES: Exploring the Impact of AI on Content Marketing

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In a technologically driven era, artificial intelligence (AI) is not a far-fetched concept but a reality transforming various industry sectors. Over time, AI has been progressively infiltrating the marketing industry.

Advisor Tech Talk (Week of 11/7/23)

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Perhaps no news hit the wealth management industry harder in the last week than the layoffs at Charles Schwab—but that doesn’t...

INTELLIGENCE FOR GROWTH: Secure the FinServ Industry’s Future By Solving for Gen Z

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The financial industry has finally come to embrace Millennials and is making strides to adequately communicate with the largest generation in the workforce.

AI ILLUMINATIONS: Automation & Calculating the Value

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In a world where increasingly sophisticated technology is making transformational changes in the way businesses operate and grow, calculating the return-on-investment (ROI) requires more than a simple equation

The Taylor Market Report (10/31/23)

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The S&P 500 is a "dead index walking." Be out or short. The downside will be nasty. Again, my opinion, down on the year. Be careful. Continue holding or adding to BITCOIN and ETH positions. GOLD is a hold.

Inflation? Cost of Living? No Big Deal.

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Let's look back. Specifically 2019 through year-to-date 2023. That covers COVID-19, economic "upheaval," recovery, inflation and the Fed raising interest rates. Whew. That's a...

MARTECH MINUTES: 2024 Social Media Trends for Financial Professionals

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As we edge closer to the end of the year, the ever-evolving nature of social media presents diverse opportunities in 2024 for a wide range of industries, including the wealth industry.

The Week in Digital Wealth (10/31/23)

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"Money 20/20 Las Vegas" began and ended with a bang. Lots of "out-of-the-box" solutions were everywhere. That said, Liquidnet gave the markets a new gift per...

WEALTHTECH INSIDER: Why Now Is a Crucial Time to Talk About Risk, Part 1

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2022 seems like a risky year. Yet many investors still struggle to come to terms with the concept of risk, said Daniel Crosby recently on his Standard Deviations podcast from Orion Advisor Solutions.