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The Week in Digital Wealth (12/4/23)

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Happy new month! Just how deep does the AI rabbit hole go? Nobody knows. Every solution and product is most likely automated or has integrations. That said, Bloomberg...

Decentralized Diaries for the Week of 12/4/23

"The harder they rise, the harder they fall". At least, that's how the saying goes. The crypto space won't be the same without Changpeng Zhao. That said,...

Advisor Tech Talk (Week of 12/4/23)

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We’re not just howling into the wind when it comes to next generation technology—the future is now.  For financial advisors, reading about...

Top 5 VC Deals of the Week in Fintech (12/4/23)

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The messy pileup... 2023 is ending much like a pile-up that slows down traffic on a busy freeway, impending travel to various...

WEALTHTECH INSIDER: The First 8 Years from Startup to Enterprise

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For growing financial firms, the first $1 billion in AUM is the most difficult to achieve because of the amount of change that takes place as a practice becomes a business, and a business transforms into an enterprise.

AI ILLUMINATIONS: Are you Seeking a Vendor or a Partner?

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For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.

The Taylor Market Report (11/28/23)

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Looks like the race is on. ETH and gold. The bets are on ETH ultimately trading above gold. Bitcoin surpassed gold way back in 2017 and never looked back. It's ETH's turn.

STANDARD DEVIATIONS PODCAST: Investing Is (Physically) Painful

For the near future, we'll be delving into the archives of STANDARD DEVIATIONS, back to the days when Dr. Daniel Crosby first launched his...

Not Again. Another Bitcoin Bash. From the WSJ??

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Well, Well Well. Having read the "Streetwise" column by James Mackintosh in last Friday's Wall Street Journal, it seems we have yet another "bitcoin...

INTELLIGENCE FOR GROWTH: Why Doing Nothing Is a Marketing Decision Your Firm Can No...

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Advisors need to have persuasive and informative digital presences that serve users at different stages in their consideration journeys. You cannot risk a poor first impression, as it may be your only impression.