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DWN Publisher Notes For 10/24/23
Friends, is AI REALLY that smart? We also have a chat with Mom & Dad about crypto and dig into the SBF trial with details you won't hear on the MSM. READ UP!
STANDARD DEVIATIONS PODCAST: Saundra Davis – Balancing Candor and Compassion in Client Communications
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Saundra Davis.
Saundra Davis, MCC, MSFP is a highly respected financial...
REAL CLEAR CRYPTO: Mom and Dad, it’s Time to Have The Bitcoin Talk
Hundreds of millions of people around the world have started experimenting with “blockchain technology” powered digital currency.
Advisor Tech Talk (Week of 10/24/23)
Another week of fintech headlines is upon us, and as usual, there’s a lot to say.
First, however, we should give thought...
Top 5 VC Deals of the Week in Fintech (10/23/23)
The Game of Monopoly...
Monopoly, the game, is about 'growing rich' by buying properties, charging rent, and making 'smart decisions' to stay...
MARTECH MINUTES: Choosing the Best Finance Content: Original or Enterprise?
To stay ahead, wealth organizations heavily rely on accessible finance content that can keep their clients updated on the latest financial news and provide financial education.
INTELLIGENCE FOR GROWTH: How Advisors Can Use Video To Meet Prospective Clients Where They...
Good wealth management marketing meets clients where they are. That increasingly means that video is the way to go, according to Clout by TIFIN, an AI-powered advisor content marketing platform.
Fintech Corner: Using Technology To Unify A Firm
Technology has long been a force for unity within financial services firms, but not always in a good way. offering little in the way of data-sharing, said Adrian Johnstone, President of Practifi.
WEALTHTECH INSIDER: Here’s What Makes a Perfect Match for Advisors Breaking Away or in...
Recognizing that, even amid the recent Covid pandemic, advisors are breaking away from brokerages and switching between firms at an accelerating rate, Orion has entered the matchmaking business.
The Taylor Market Report (10/17/23)
S&P 500 and equities are continuing to expect both strong earnings AND a Fed easing. However, ignoring world events plus interest rates NOT easing will result in a HUGE disappointment to investors.