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MARTECH MINUTES: The Rise of Advisor Marketing Departments
With the model of advisor marketing services woven into the culture of the company, having a suite of marketing tools readily available and a team that supports them is attractive to advisors looking to transition.
BACK OFFICE HEROES: Why Financial Advisors Matter More During Recessions
Rumbles of recession can spark fear for both investors and customers alike. Not knowing which way economic winds may blow can lead to client hesitation when it comes to making strategic financial investments.
The Week in Digital Wealth (3/14/23)
By Christopher Hamman
Is the US economy in a recession?
This is the silent question on everyone's lips as...
The Taylor Market Report (3/7/23)
Inflation is going higher. Interest rates are going higher. I've sat through this movie before (1970's and 1980-81), and it does not end well.
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
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)
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!
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?
Time sure flies by fast. Remember way back to November 2021? Bitcoin was in the lofty $60K clouds. Only a few months earlier (Sept....