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The Taylor Market Report (6/18/24)
Equity markets are getting ever more narrow. AI and tech stocks are masking a lot of underlying weakness. Hey, but who cares? We all know markets only go up, right? News and common sense doesn't matter.
DWN Publisher Notes For 6/19/24
Friends, have you considered voting for an AI for Congress? Well, it's happening in the UK for a Parliament seat. Meanwhile, we saw a MASSIVE $650M funding in the financial research sector this past week. The news continues, even during the "slow" summer months...READ UP!
The Week in Digital Wealth (6/18/24)
The industry shifted from embedded integrations to partnerships. Unveiled solutions (also) had a utility focus, solving customer-related problems (seamlessly).
Headlines to take note of:
The...
Decentralized Diaries for the Week of 6/18/24
Industry ups and downs continued as simmering regulatory actions showed a slight slowdown. That said, safety is (still) an issue with rising security concerns.
The...
STANDARD DEVIATIONS PODCAST: Shawn Sparks – The Advisor Transformation
This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Shawn Sparks of Triad Partners
Shawn Sparks has worked with hundreds...
MARTECH MINUTES: Using Key Metrics To Quanitfy The Value of Marketing
Recently, we sat down with Teresa Leno, CEO and Founder of Fresh Finance, to understand her take on vital approaches to help wealth organizations establish and showcase the value of their marketing efforts.
FINTECH VIEWS: How Technology Is Propelling Success in Multi-Family Offices
Recent Federal Reserve data indicates that the top 10% of families account for almost three-quarters of U.S. wealth. These affluent families have complex wealth management
needs.
Top 5 VC Deals of the Week in Fintech (6/18/24)
Bank VCs and Startups: A match made in ____?
More and more banks are lending to startups- an action previously avoided in...
Advisor Tech Talk (Week of 6/18/24)
It’s probably not happening in 2024, and thus, advisors should breathe a sigh of relief.
As consumers continue to explore fintech and...
FINTECH VIEWS: Selling Your Financial Practice
By Kristen Grau, CPA, CVA, CEPA, Executive Vice President
More than a third of financial advisors managing 40% of industry assets are projected to retire by...