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Advisor Tech Talk (Week of 1/29/24)

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This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...

AI FORECASTING REPORT Series Introduction

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By Terry Kades, BlueWave Forecasting If AI is not the magic wand, what is? Where to invest, what to expect, when to enter and exit? And...

The Taylor Market Report (1/23/24)

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The stock market (S&P500) got to new all time highs & are living in a fantasy world. Right now we have a toss up for the S&P 500. A huge melt up & bull market blow off, or the beginning of a prolonged sell off.

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).

Advisor Tech Talk (Week of 1/8/24)

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Move over 2023, 2024 is starting out with a bang—when it comes to advisor tech news, that is.  Yes, we just wrapped...

2023-The Year in Digital Wealth, Part 2

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We wish everyone a Happy New Year!  To review Part 1 of our 2023 year in review in digital wealth. click here.  Now onto...

INTELLIGENCE FOR GROWTH: For AI-Driven Marketing Automation, Integrations Are Key

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Any well-built technology is only as good as the information that an advisory firm feeds it. For an AI-driven marketing automation platform, that fuel is fed via integrations, said AJ Boury, Clout by TIFIN’s CMO.

AI In Finance, Part 4: Using AI In Portfolio Construction

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We continue with part 4 of our five-part series, exploring how artificial intelligence (AI) enhances the client experience by creating an end-to-end digital experience...

Santa Goes Tech: An Exclusive DWN Interview

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Digital Wealth News is excited, and honored, to have been granted an exclusive interview with SANTA CLAUS on this busy week! Not many people...

The Taylor Market Report (12/5/23)

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For the week, gold is basically flat (off 1%) after hitting a new all time high, the S&P 500 is up a tiny bit and (applause please) bitcoin and ethereum exploded up.