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The Taylor Market Report (8/13/24)

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The next few months are going to really test everyone's nerves. Black swans are circling and one or more of them will probably land. DON'T BE SURPRISED BY THE SURPRISES COMING.

MARTECH MINUTES: 5 Challenges Wealth Industry Marketers Face and How to Solve Them

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Today, marketing teams face enormous pressure and challenges to stay ahead of the curve, consistently delivering creative and effective campaigns that stand out in an increasingly crowded marketplace.

Top 5 VC Deals of the Week in AI (8/9/24)

This week we continue our series on the top 5 VC-funded deals in AI. This past week we saw some major funding in the AI...

AI EDUCATION: Can AI Really Dissolve Dyslexia?

Each week we find a new topic for our readers to learn about in our AI Education column.  Artificial intelligence is a great problem solver. In recent...

AI & Finance™ | News for the Week Ending 8/9/24

In a recent AI & Finance column, we discussed how artificial intelligence is transforming another professional realm, dentistry and orthodontics, and how those transformations...

The Taylor Market Report (8/6/24)

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Reality is hard to take. Mountains of debt, high cost of living, extreme bullishness. Not a good combination. S&P 500 down on the year. And QUESTION. Over 10 million migrants have come to the US. What happens in a steep recession when they have no jobs? Check with Britain.

MARTECH MINUTES: Marketing Communication Policy Gaps – A Recipe for FINRA Fines

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Marketing communications policies must define advisors' client and prospect interaction protocols, which FINRA considers marketing communications with the public.

Advisor Tech Talk (Week of 8/6/24)

We don’t talk a lot about the price swings in investments and markets in our discussions of advisor technology and wealthtech—perhaps...

The Week in Digital Wealth (8/6/24)

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Utility continued to be the focus on all fronts, with partnerships forming a backbone for activities. Tech integrations were in focus, with niche segmentation...

Top 5 VC Deals of the Week in AI (8/1/24)

This week we continue our series on the top 5 VC-funded deals in AI. Once again, another major deal in the AI sector this week...