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The Taylor Report (1/31/23)
It seems celebrating a 5% inflation rate (if you don't eat, drive, live or leave the house) is really cool. IT'S NOT! I know I've mentioned this before but, RECESSIONS ARE NOT BULLISH!
How the Pandemic Changed In-Person Events – For the Better
The conferences and events came to an abrupt halt in March 2020 as the COVID-19 pandemic brought travel – and spending – to a...
REAL CLEAR CRYPTO: Bitcoin at $23,000… to Chase or Wait?
So far January has been a great month for crypto assets with most large-cap tokens up a respectable 35%+ for the month. Bitcoin is trading at $23,000 and Ethereum is trading just shy of $1,600.
AI ILLUMINATIONS: Exceeding The Expectations of The New Age Client, Part 2
As an advisor, you understand what your clients’ expectations are. But does your technology provide the ability to meet and, more importantly, exceed those expectations?
Advisor Tech Talk (2/1/23)
What's the state of the wealthtech industry thus far in 2023?
I got off a call earlier today with two of the...
The Week in Digital Wealth (2/1/23)
By Christopher Hamman
The digital wealth industry has remained largely unaffected by the recent spate of tech layoffs.
The...
MARTECH MINUTES: Resetting – How Wealth Firms Can Grow Harnessing Financial Content
With today's economic challenges and a changing client demographic as younger generations inherit, firms and advisors will need to plan how they communicate with current clients and attract new ones to grow AUM.
STANDARD DEVIATIONS PODCAST: Derek Hagen – The Role of Money in a Life of...
This week on the Standard Deviations Podcast, Dr. Daniel Crosby chats with Derek Hagen of Money Health Solutions.
Derek Hagen is the founder of...
STANDARD DEVIATIONS PODCAST: Eric Clarke – Driving Better Investor Behavior
This week on Standard Deviations Podcast, Dr. Daniel Crosby speaks with Eric Clarke of Orion Advisor Solutions.
Eric Clarke serves as CEO for Orion Advisor...
REAL CLEAR CRYPTO: What Does Bullish Mean in Crypto?
The things that make a cryptocurrency market, whether Ethereum (ETH) or Bitcoin (BTC), trend upwards (bullish) or trend downward (bearish) are the same things that give value to the crypto in question.