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The Taylor Market Report (10/3/23)
As I have been saying for months, get out and/or get short the S&P. Only seven to ten stocks got the index where it is. The downside is going to be nasty.
DWN Publisher Notes For 10/4/23
Friends, notice anything different? We've given Digital Wealth News a "facelift" with a brand new logo design, a new tagline and a fresh new newsletter format, but all the same great content! Click here to read the "behind the scenes" on how & why we did it! | READ UP!!
Chris Shaw, Former Morgan Stanley Executive, Joins Sanctuary Wealth as East Coast Regional Managing...
Sanctuary Wealth, the Indianapolis-based wealth management firm, has added another former wirehouse executive to its leadership team. Chris Shaw, previously a Morgan Stanley Managing...
Atria’s CUSO Renews Partnership with Coastal Credit Union
Atria Wealth Solutions’ subsidiary CUSO Financial Services (CFS) announced another significant renewal of a large regional credit union. The North Carolina-based Coastal Credit Union, established in...
BACK OFFICE HEROES: Meeting Client Expectations in the Age of Evolving Trust
When an advisor talks estate planning and recommends a product or account structure to solve a client’s problem, the client will now go back and validate what they’ve heard.
MARTECH MINUTES: Exploring the Phenomenon – Social Media Statistics & Use by Financial Professionals
Social media has become an essential tool for businesses across all sectors, and the financial industry sector is no exception.
Advisor Tech Talk (Week of 10/02/23)
There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of...
Top 5 VC Deals of the Week in Fintech (10/2/23)
Pivoting...
As investors pivot their funding into differing sectors, startups must also pivot their strategy and development to meet time-sensitive goals. "Goals?"...
The Taylor Market Report (9/26/23)
While most financial markets are under pressure, bitcoin and ethereum are holding firm. No matter what you may think (I think bullish), there is a massive institutional demand for the digital assets.
DWN Publisher Notes For 9/27/23
Friends, this week we have a new zoomcast with Jim Row of ESG platform Capturiant. Meanwhile, we have more news from the SEC, banks get help with college loan balances & the 9-figure VC fundings are back! READ UP!