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Decentralized Diaries for the Week of 11/20/23
It looks like the SEC is hedging its bets with crypto ETF delays.
We will have to wait and see what is simmering under the...
Advisor Tech Talk (Week of 11/21/23)
In this week’s advisor tech talk, wealth tech executives are on the move.
Competent leaders often play musical chairs with different C-Suite...
Top 5 VC Deals of the Week in Fintech (11/20/23)
Quality (over quantity)
It's been an almost absent year for M&A, but tech valuations are rising, especially for later-stage startups. Despite fewer...
INTELLIGENCE FOR GROWTH: How AI Can Help Advisors Find The Best Clients
Advisors today have plenty of options for generating leads—but how do they find the ones that will be the best prospects and, in turn, their best clients?
WEALTHTECH INSIDER: These Personal Finance Myths Hold Investors Back
The world is awash with personal finance advice online and in books, but much of it is not helpful to individuals and families, and some of it is harmful.
DWN Publisher Notes For 11/14/23
Friends, you no doubt know what FOMO stands for in financial markets, but do you know what FOBI stands for? Check out this week's feature story and you will! READ UP!!
The Taylor Market Report (11/14/23)
If I were long equities. I sure would have FOBI (fear of being in). What could possibly go wrong, right? I'm sure we will find out. Have markets become politicized?
MARTECH MINUTES: 7 Signs It’s Time to Replace Your Marketing Technology
Effective marketing technology (Martech) can significantly enhance your business performance by increasing marketing efficiency, improving client experience, and bolstering your advisors' business growth.
Top 5 VC Deals of the Week in Fintech (11/14/23)
Rolaids...
VC funds were getting bigger and bigger, feeding the idea of capital abundance and lavishly funded startups. Now, raising more and...
Advisor Tech Talk (Week of 11/14/23)
It’s finally here—a break in the frenetic pace of technology news in the wealth management space.
There’s still plenty to read about...