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FINTECH VIEWS: How Technology Is Transforming Impact Investing
The impulse to do good while doing well is much older than popular acronyms like ESG and SRI might suggest. In fact, impact investing...
STANDARD DEVIATIONS PODCAST: Robert Sofia – A Comprehensive Guide to Financial Advisor Marketing
This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Robert Sofia of Snappy Kraken.
Robert Sofia is the CEO of...
First Rate Announces Investment and Strategic Partnership with Fispoke
Arlington, TX – June 5, 2024 – First Rate, a global leader in WealthTech providing AI reporting and compliance services for the wealth management...
AI REGS & RISK: The Dark Side of AI, Part 2 – Open Foundation...
By Greg Woolf, AI RegRisk Think Tank
Welcome back to the dark side of AI! In our last column, we discussed the high-level global risks...
The Taylor Market Report (5/28/24)
Interest rates are not going down. If rates sitting where they are can't get inflation under 3%, what will it take to get inflation down to the fed's target of 2%?? Answer? Higher rates.
MARTECH MINUTES: 7 Hot Trends Impacting Advisor Marketing
Today's marketing landscape is increasingly complex and competitive. By implementing these seven trends into their marketing strategy, advisor marketing teams can effectively engage clients and prospects.
The Taylor Market Report (5/14/24)
The S&P 500 added a bit more this past week. Why? I don't get it. Obviously being short ain't fun, but in my defense being long BITCOIN and short the S&P 500 (hedged) has worked well.
MARTECH MINUTES: Bad Economy? Increase Your Advisor Marketing
Digital Wealth News recently met with Teresa Leno, CEO and Founder of Fresh Finance, to gain her insights into what wealth industry organizations should be doing regarding marketing in a slow economy.
Dr. Maureen Schumacher Joins Smarsh as Chief Marketing Officer
Smarsh, a digital communications compliance and intelligence company, announced the appointment of Dr. Maureen Schumacher as its new Chief Marketing Officer. She will lead...
The Taylor Market Report (5/7/24)
Ideas? Id' just say get neutral and lighten up. BITCOIN and ETH are biding their time before heading for new highs. I stay long term super bullish but right now it may be just holding risk....reward to be in the future.