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Top 5 VC Deals of the Week in Fintech (3/7/23)

No code, low code tooling is HOT! Business strategy and developers are poised for greater productivity with deals across categories as...

REAL CLEAR CRYPTO: Could Trump Inadvertently Weaken the Dollar? (and help Bitcoin)

Reduced demand for U.S. dollar denominated assets, such as Treasury obligations, could potentially lead to a decline in the U.S. dollar, which could immediately impact the price of assets that are dollar denominated.

MARTECH MINUTES: How Best-of-Breed MarTech Improves Revenue

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When it comes to marketing, it's a combination of science and technology that must combine to produce results. In the financial service industry, CMOs and marketers are changing how they manage marketing technology (MarTech).

The Taylor Market Report (2/28/23)

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The definition of artificial is used figuratively to describe something as being faked, phony, or contrived The definition of intelligence is....smart. So, if the quant financial programs are using AI, are they "fake smart"?

AI ILLUMINATIONS: Countdown 3,2,1 – Take Off!

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Advisors planning to change their affiliation—be it a transition between broker-dealers, breaking away for a wirehouse or moving between RIAs—will have their work cut out for them.

Volcanoes, Bitcoin and Innovation. Remember El Salvador?

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Time sure flies by fast. Remember way back to November 2021? Bitcoin was in the lofty $60K clouds. Only a few months earlier (Sept....

MARTECH MINUTES: How Organizations Can Produce High-Quality Content Without Writing a Word

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To create high-quality content for your organization, consider working with a subject matter expert (SME). Hiring an industry-specific copywriter can benefit your organization by writing content for your SME.

WEALTHTECH INSIDER: How OCIO Helps Grow and Scale Your Business

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Outsourced chief investment officer solutions, or OCIOs, have been available for a while, but were often viewed as higher touch versions of turnkey-asset management platforms.

The Taylor Market Report (2/21/23)

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Morgan Stanley announced stocks could decline 25%, real estate sales are beginning to plunge, inflation didn't go "poof" away. The bright spot is in the bitcoin/ethereum corner

MARTECH MINUTES: Using Keywords To Level Up Your Finance Content Marketing

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By Teresa Leno A fresh New Year is here, and you may be ready to upgrade your advisor marketing tactics. Whether you manage your blog...