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The Taylor Market Report (8/20/24)

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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

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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

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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...

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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)

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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)

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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

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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...