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2023 | Advisor Tech Talk-Year in Review, Part 1
Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...
The Taylor Market Report (12/19/23)
There has been a HUGE disconnect between markets and actual economics and the population's overall financial condition. Since COVID, it can be argued the equity market has become one big casino. THAT is scary.
DWN Publisher Notes For 12/19/23
Friends, this week we delve into Santa Claus (with an exclusive interview!) and AI - talk about topical! And while we're at it, we wish all our friends and readers a beautiful holiday season. We have so much to be thankful for. READ UP!
AI In Finance, Part 3: The Transformative Role of AI in Account Setup
We continue with part 3 of our five-part series, exploring how artificial intelligence (AI) enhances the client experience by creating an end-to-end digital experience...
Top 5 VC Deals of the Week in Fintech (12/19/23)
Burning a hole (in VC pockets)...
As we approach the end of one of the most challenging years for funding, what remains...
Advisor Tech Talk (Week of 12/19/23)
Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...
WEALTHTECH INSIDER: Four Steps for Having Difficult Conversations with Clients
When the market goes haywire or a client’s financial life is jolted, how do you help them stick to their plans? It’s important that advisors give advice & comfort in a way that is consistent with research around “stickiness.”
INTELLIGENCE FOR GROWTH: How Wealth Managers Can Jumpstart Their Business By Marketing to Niche...
Most advisors want to grow and realize they have to get hyper-personal to accomplish that. “We see precision and personalization increasing in importance for advisors,” said A.J. Boury of TIFIN Clout.
The Taylor Market Report (12/12/23)
It's a really good bet there will be a spot Bitcoin ETF shortly. Elizabeth Warren and Gary Gensler can't stop it. But, the real news is the amount of pent up demand for Bitcoin. Huge buyers, few sellers and limited supply.
Artificial Intelligence and the Future of Wealth Management in 2024 and Beyond
This past year will be remembered for many things: geopolitical unrest, high interest rates and inflation, the coronation of Charles III, Barbenheimer … And...