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AI & Finance™ | News for the Week Ending 8/9/24
In a recent AI & Finance column, we discussed how artificial intelligence is transforming another professional realm, dentistry and orthodontics, and how those transformations...
The Taylor Market Report (8/6/24)
Reality is hard to take. Mountains of debt, high cost of living, extreme bullishness. Not a good combination. S&P 500 down on the year. And QUESTION. Over 10 million migrants have come to the US. What happens in a steep recession when they have no jobs? Check with Britain.
DWN Publisher Notes For 8/7/24
Friends, in the past week we've seen a new veep candidate and crashing markets - yup, it's 2024. Meanwhile, we take a deep dive into the increased SEC activity driving the regtech boom, succession planning tips for advisors, plus all the major sector news, vc deals and much morre....READ UP!!
The “Jig” Is Up. The Bubble Has Burst.
Is the party over? Yes.
Now, moving on. With the last few days of financial markets experiencing significant selling, the very first thing to expect...
FINTECH VIEWS: Alignment of Tech, Platforms and People
This past May, we reported that Sanctuary Wealth had acquired tru Independence, creating a combined enterprise supporting approximately 120 independent wealth management firms managing...
MARTECH MINUTES: Marketing Communication Policy Gaps – A Recipe for FINRA Fines
Marketing communications policies must define advisors' client and prospect interaction protocols, which FINRA considers marketing communications with the public.
Advisor Tech Talk (Week of 8/6/24)
We don’t talk a lot about the price swings in investments and markets in our discussions of advisor technology and wealthtech—perhaps...
The Week in Digital Wealth (8/6/24)
Utility continued to be the focus on all fronts, with partnerships forming a backbone for activities. Tech integrations were in focus, with niche segmentation...
Decentralized Diaries for the Week of 8/6/24
Things continued to look up, with regulatory issues (slightly) decreasing. Adoption continued to improve amid (rising) scams.
The headlines:
The SEC let go of Solana...
Top 5 VC Deals of the Week in Fintech (8/5/24)
AI in flavors to suit everyone's taste...
Enterprise AI, genAI, Cognition AI, and whatever flavor of AI you prefer are out there...