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AI ILLUMINATIONS: Exceeding The Expectations of The New Age Client, Part 1

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As Financial Advisors set personal resolutions for the New Year, one of the things they need to focus on is understanding what their clients’ resolutions are and what their expectations are.

Decentralized Diaries For The Week of 1/17/23

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By Christopher Hamman The decentralized space has somewhat revived after positive lower-than-expected US CPI numbers. Bitcoin is breathing easy at around $20k. SBF's lawyers have...

The Taylor Report (1/10/23)

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Inflation is like a New Year's resolution. You put on 50 lbs. eating too much. You resolve to lose weight, you drop 25 lbs, but you are still 25 lbs. heavier. Inflation eases to 6.5% from almost 8%. It's not bullish.....and you're still overweight.

REAL CLEAR CRYPTO: How Blockchain is Changing My Business – 1 of a 4...

In this article, we discuss the 4 ways that blockchain and crypto are changing things for Real Estate Professionals via crypto, tokenization and multiple utilizations of NFTs.

Decentralized Diaries For The Week of 1/10/23

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By Christopher Hamman Things are looking up for the cryptocurrency space. BlackRock added Bitcoin exposure to its Global Allocation Fund.  Bitcoin prices crossed the $17,000...

The Week in Digital Wealth (1/10/23)

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By Christopher Hamman The year got off to a great start, with earnings announcements from financial service providers...

MARTECH MINUTES: How to Get More ‘Social’ on Social Media in 2023

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There is no time like the beginning of a New Year to take the plunge into creating a social media presence for your firm. A 2022 study by Smart Asset revealed that marketing is a top priority for FAs in 2023.

Publisher Notes For 1/4/23

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And, just like that, the holidays are a wrap! Friends, jumping into 2023 with a crisp newsletter, full of the industry news you need NOW to get the year underway! READ UP!

MARTECH MINUTES: The Shift to Social Media for News Content

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By Teresa Leno A recent Pew Research report ‘News Consumption Across Social Media’, highlights how Americans are accessing news content, and the role that each...

Top 5 VC Deals of the Week in Digital Wealth (1/3/23)

Friends, with the holidays now behind us, we're back it in 2023 analyzing the top deals in fintech and digital wealth...