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Advisor Tech Talk (Week of 8/01/23)
It was an extremely busy week in advisor tech, and most of the headlines came from new or littlle-known wealth tech...
Decentralized Diaries for the Week of 8/1/23
The crypto bills are finally heading in one direction.
That's a big win for the Bitcoin (and crypto) community.
It's a long way ahead before the...
INTELLIGENCE FOR GROWTH: Curating Newsletters For Strategic Advisor Marketing
Newsletters have come a long way from the quarterly, monthly or weekly paper, snail-mailed documents once prevalent in the financial industry, in part thanks to platforms like Clout.
Advisor Tech Talk (Week of 7/25/23)
This week in advisor tech news we have a trio of major partnerships leading the way.
The first is that financial wellness...
The Week in Digital Wealth (7/25/23)
Earnings calls revealed better-than-expected results in H2 2023, which is not bad despite skeptical expectations.
The Fed launched "FedNow", its real-time payments network, leaving many...
Decentralized Diaries for the Week of 7/25/23
Gary Gensler thinks the cryptospace is the "Wild West".
Crypto ETF applications moved to the Federal Register.
SBF allegedly exposed his former girlfriend's diaries for all...
PreciseFP Announces Partnership with LPL Financial to Provide Advisors with Award-Winning Client Data-Gathering Solution
LOS ANGELES – July 20, 2023 – PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced a new partnership with LPL Financial. More...
Berthel Fisher’s Paige Swartzendruber: Artificial Intelligence and Wealth Management
Paige Swartzendruber has literally grown up in the wealth management space and continues her father’s legacy, working alongside him as both a financial advisor...
The Taylor Market Report (7/18/23)
Markets do crazy things. Bitcoin $68k. Japan's stock market went straight up (literally) to almost 40k in 1989. The dotcom bubble. The S&P is in steroid bubble land. Be careful.
Numbers Deceit. Market Manipulation. Now ‘Proof’.
What if the CPI numbers are misleading? Skewered lower to make great headlines? Or move financial markets higher? Well, that seems to be the case. Let's take airfares.