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STANDARD DEVIATIONS PODCAST: Andy Baxley – The Power of Financial Purpose
This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Andy Baxley, Senior Financial Planner at The Planning Center.
Andy works with...
Wealth Management’s Cutting Edge: MMI/Barron’s Industry Awards Finalists Announced
Innovation is the currency that buys you a seat at the table.
Today, the Money Management Institute (MMI) and Barron's announced the finalists for the...
AI & Finance™ | News for the Week Ending 7/5/24
Happy Independence Day and welcome to another busy edition of AI & Finance.
Today, before we get to our headlines, we’d like to introduce a...
The Taylor Market Report (7/2/24)
Well, the second half of the year has begun. Is it all you had hoped for so far? The Fed didn't cut interest rates yet, but now they have fewer days remaining this year to do so. Hope springs eternal.
2024……….Part 2
Well, isn't this going to be interesting.
The second half of the year is just beginning and already the drama (?) and suspense is...
DWN Publisher Notes For 7/3/24
Friends, this week brings us the 4th of July and despite the truly bewildering politcal climate we're living in, I'm deeply grateful to be a citizen of this amazing country. Wishing you and yours a wonderful 4th.....now onto all the most important news in digital wealth for this short week...
The Week in Digital Wealth (7/2/24)
Innovation continued to flourish with improved (general) relations with regulators. New products are the order of the day.
Headlines to take note of:
Hidden Road...
Decentralized Diaries for the Week of 7/2/24
Crypto adoption is growing, with critics and supporters cheering from the sidelines. That said, legislation within the states will play a pivotal role in...
Advisor Tech Talk (Week of 7/2/24)
Artificial intelligence is everywhere, but not everywhere in wealth management—yet.
In fact, as we frequently note in our weekly AI & Finance...
MARTECH MINUTES: How to Circumvent Client Communication Breakdowns
Maintaining consistent client communication is imperative for solid relationships and attracting new business. According to Teresa Leno, CEO and Founder of Fresh Finance, clients may be unhappy with their advisors because they need more communication.