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REAL CLEAR CRYPTO: Building a Balanced $10,000 Cryptocurrency Portfolio in 2024

For those diving into cryptocurrency investing, a diversified approach is often recommended. One effective strategy is to construct a balanced portfolio with your allocated funds.

FINTECH CORNER: The Difference Between a Provider and a Genuine Partner

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Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.

Digitally-Enabled Investment Management Platforms: 2023 Advancements and 2024 Expectations

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Last year saw a convergence of elements in the wealth management space that, individually, would disrupt how investment managers and wealthtech providers operate. Together,...

The Taylor Market Report (1/16/24)

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What if everyone is wrong again this year BUT for the wrong reasons? What if interest rates don't get cut.....or raised? What if inflation doesn't perk up......but stays stubbornly high?

MARTECH MINUTES: How to Build a Case for an Enterprise Marketing Communications Solution

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Wealth organizations must recognize the importance of enterprise technology for marketing communications to propel their growth since it extends beyond merely creating fascinating written text.

The Week in Digital Wealth (1/15/24)

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The industry resumed fully (post holiday season) with solutions, partnerships, and products occurring everywhere. Bloomberg has launched a new data tool Circle started its...

Decentralized Diaries for the Week of 1/15/24

The cryptospace finally has its day in the sun with the SEC approving all 11 applications (well, mostly). That said, hackers are getting bolder...

Advisor Tech Talk (Week of 1/15/24)

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We’ve known it was coming for weeks now, but last week’s clearance from the U.S. Securities and Exchange Commission for spot...

FINTECH CORNER: Technology For RIAs Is More Valuable Than Ever, But Can They Use...

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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)

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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).