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Advisor Tech Talk (Week of 6/28/23)
This week in advisor tech news we have headlines that impact almost every conventional element of an advisor’s technology stack—and one...
AI ILLUMINATIONS: Leveraging Automation Technology During Crises
Have you thought about how rising interest rates will affect the banking and wealth industries? Or how these internal problems can be solved, and failures circumvented using emerging technology?
AI ILLUMINATIONS: Take Control
Have you thought about how rising interest rates will affect the banking and wealth industries? Or how these internal problems can be solved, and failures circumvented using emerging technology?
Sound Income Strategies’ ETF Wins Again
Sound Income Strategies, a Fort Lauderdale, Florida-based Registered Investment Advisory (RIA) firm reported its Sound Enhanced Fixed Income ETF (FXED) ranked in Morningstar's top...
The Taylor Market Report (3/21/23)
The same folks that started the fire (inflation, zero interest rates, lax oversight, etc.) are now having us believe they are the ones to put out the fire?? Really?
The Week in Digital Wealth (3/22/23)
By Christopher Hamman
Last week went by with diminished fears of a total banking sector coming to a...
BACK OFFICE HEROES: Why Financial Advisors Matter More During Recessions
Rumbles of recession can spark fear for both investors and customers alike. Not knowing which way economic winds may blow can lead to client hesitation when it comes to making strategic financial investments.
The Taylor Market Report (3/7/23)
Inflation is going higher. Interest rates are going higher. I've sat through this movie before (1970's and 1980-81), and it does not end well.
REAL CLEAR CRYPTO: Could Trump Inadvertently Weaken the Dollar? (and help Bitcoin)
Reduced demand for U.S. dollar denominated assets, such as Treasury obligations, could potentially lead to a decline in the U.S. dollar, which could immediately impact the price of assets that are dollar denominated.
The Taylor Market Report (2/28/23)
The definition of artificial is used figuratively to describe something as being faked, phony, or contrived The definition of intelligence is....smart. So, if the quant financial programs are using AI, are they "fake smart"?