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The Taylor Market Report (7/18/23)
Markets do crazy things. Bitcoin $68k. Japan's stock market went straight up (literally) to almost 40k in 1989. The dotcom bubble. The S&P is in steroid bubble land. Be careful.
Publisher Notes For 7/18/23
Friends, market manipulation, gamifying Financial Education, more rumblings from Blackrock's Larry Fink on digital currencies and a CBDC looming closer - this week's newsletter has it all (plus another audience record for DWN this week)! READ UP!!
StratiFi Appoints Former e-Money Sales Exec to Lead Sales and Biz Dev
San Francisco-based risk management platform company, StratiFi recently announced it has hired Sarah Gribben to serve as Director of Sales and Business Development. Gribben will leverage...
REAL CLEAR CRYPTO: XRP Off the Ropes as SEC Gets Stumped
A New York judge last week delivered what many digital asset investors saw as a landmark victory in determining that XRP, a cryptocurrency Ripple Labs, was “not necessarily a security on its face” as proscribed by the Howey Test.
Advisor Tech Talk (Week of 7/17/23)
Still no summer doldrums in the advisor tech world.
Maybe it’s a symptom of the post-pandemic reality—when more, if not most, of...
STANDARD DEVIATIONS PODCAST: Kelsey Willock – Gamifying Financial Education
This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Kelsey Willock.
Kelsey is the Co-Founder of Aura – a financial wellness platform...
Top 5 VC Deals of the Week in Fintech (7/17/23)
Deals sour...AI is 'dangerous,' and billionaire boys battle
If you're seeking entertainment, spend a few minutes mulling over the latest headlines while...
INTELLIGENCE FOR GROWTH: The Power of Images-5 Tips for Driving Content Engagement
In this article, the marketing experts at TIFIN Clout provide five easy best practices to help you deploy images that will drive clicks and engagement with your content.
WEALTHTECH INSIDER: The Starter’s Guide to Building a RIA Tech Stack
For the modern advisor, your tech stack should touch every area of your business (trading, billing compliance, and more)—and most importantly, leave time for you to focus on your clients.
CapIntel’s Enhanced Wealthtech Platform Supports RIA Compliance with SEC Marketing Rule
CapIntel, a leading fintech company supporting wholesalers and investment advisors, recently added new proposal-building functionality to its platform to help Registered Investment Advisors (RIAs)...