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The Taylor Market Report (8/20/24)
Boy, I hope everyone has a plan. Mine is get neutral and be in as much cash as you can. I have seen and been involved in the 1987 crash, the dot.com bust, the 2008 financial crisis, the COVID crash and a few "extras." THIS is one of the most dangerous times to be in financial markets I have seen. That's a lot.
Advisor Tech Talk (Week of 8/21/24)
Digital natives expect to be served with technology and usually like technology to be part of every touch-point they have with...
STANDARD DEVIATIONS PODCAST: Dr. Charles Eckhart – Family Wealth Dynamics
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Charles Eckhart, a Licensed Clinical Psychologist and the co-founder...
FINTECH VIEWS: How Highly Successful Advisors Drive Organic Growth
By: Penny Phillips, President, Partner, Journey Strategic Wealth
How many times have we heard that advisors aren’t growing?
Year in and year out we hear the...
MARTECH MINUTES: The Pros and Cons of Online Advisor Review Sites
Teresa Leno, CEO of Fresh Finance, says that while online reviews can benefit advisors and wealth organizations in many ways, there are also potential drawbacks to consider.
WEALTHTECH 3.0: Starting with Authentic Intelligence – What It is, and Why It’s The...
In our latest interview with Pamela Cytron, CEO of The Founders Arena, she revealed how she uncovered the underlying requirement for AI: a concept she calls “authentic intelligence.”
AI & Finance™ | News for the Week Ending 8/16/24
This week in AI and Finance we have to ask a question—though we acknowledge that we might be asking it prematurely:
Where are all the...
Top 5 VC Deals of the Week in AI (8/16/24)
This week we continue our series on the top 5 VC-funded deals in AI.
This past week we, once again, saw two deals in excess...
AI REGS & RISK: Controversy Around California AI Regulations (SB 1047)
By Greg Woolf, AI RegRisk Think Tank
California, often at the forefront of technological innovation, is now at the center of a heated debate over...
AI EDUCATION: AI in Education and Media Raising Big Questions
Each week we find a new topic for our readers to learn about in our AI Education column.
There are some industries, particularly highly regulated ones like...