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