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AI ILLUMINATIONS: Who is Ready to get ONBOARD?
While the rapid advancements in financial technology will never completely replace a human Financial Advisor relationship, it is definitely changing the way wealth management firms work.
Advisor Tech Talk (Week of 8/08/23)
We’ve notched another big, busy week in the advisor tech space.
Perhaps the most interesting headline is that Tyrone Ross, an outspoken...
Top 5 VC Deals of the Week in Fintech (8/7/23)
Fairwell, Au Revoir, Adios, Auf Wiedersehen.
Tech layoffs are slowing, but many companies are laying off most, if not all, of their...
Decentralized Diaries for the Week of 8/7/23
The cryptospace's new normal without Gary Gensler's focus is weird but quiet.
Then again, the SEC will soon return with another fresh round of actions...
The Taylor Market Report (8/1/23)
IT'S SUMMER. IT'S AUGUST. IT'S THE TIME FOR "DO NOTHING" MARKETS. BTC & ETH dropped slightly on the week (Tue-Tue), gold dropped, too and the S&P 500 was virtually unchanged (Tue-Tue). Let's hit the beach.
Publisher Notes For 8/1/23
Friends, If you're like the majority of America, it has been HOT HOT HOT! Now as things cool down a touch, time to focus back on markets and news in the digital wealth sector, and we've got it for you right here. READ UP!!
REAL CLEAR CRYPTO: Bitcoin IS Green – Here’s Why
As concerns surrounding Bitcoin’s energy usage remain pervasive, crypto’s multi-feature utility shows that it has the potential to help countries reach their climate goals faster.
MARTECH MINUTES: How Compliant MarTech Increases Advisors’ Bottom Lines
When it comes to marketing, it's a combination of science & technology that must combine to produce results. In the finserv industry, CMOs & marketers are changing how they manage marketing technology.
Fintech Real Estate Firm Launches Training Series for Commercial Realtors
The Los Angeles-based fintech real estate investment firm, Leap Analytics, recently launched an educational training series for commercial Realtors. The new program focuses on how...
STANDARD DEVIATIONS PODCAST: Amy Mullen – 5 Steps for Values-Based Financial Planning
This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Amy Mullen.
Amy Mullen, CFP® is President of Money Quotient. In this role,...