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Advisor Tech Talk (Week of 5/16/23)
April showers bring May fintech news.
Okay, so that stretch of an old proverb doesn’t really fit, but there was truthfully a...
MARTECH MINUTES: Social Media – Financial Friend or Foe?
Social media is an ever-changing landscape with new platforms arising often & a varying level of attention on each. Short-form content on social media platforms has become important to financial content creators.
In One Word: DREAM
By Michael Partnow
DREAM
“If you can dream it, you can do it.” – Walt Disney
Think about that quote...
White Glove And Wealthtender Partner To Unlock Power Of Testimonial Marketing For Financial Advisors
After 60+ years of regulatory prohibition, the SEC now permits financial advisors to ask their clients for testimonials that can be published online to...
The Week in Digital Wealth (5/10/23)
By Christopher Hamman
With the last lever in its arsenal (interest rate hikes), the Fed tried to keep...
The Taylor Market Report (5/2/23)
The "mood" has changed. Reality has a way of doing that. Watch out investors/traders in equities. Next "shoe" to drop? Real estate. Commercial and residential. Lots of pain coming.
STANDARD DEVIATIONS PODCAST: Mac Gardner – Kids and Money
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Mac Gardner.
Mac Gardner, CFP® - Founder and Chief Education Officer for...
Debt Ceiling. Bank Failures. De-Dollarization. Oh Boy!
Bad news. Impossible to ignore. Reality is setting in. So while hiding in the bedroom with the lights out, the dreaded sound of a...
Decentralized Diaries For The Week of 5/3/23
By Christopher Hamman
As we enter the new month, many things are looking up for the crypto space.
That is despite Gary Gensler's personal...
The Week in Digital Wealth (5/3/23)
By Christopher Hamman
Happy new month!
Besides banking failures, the "other" big issue hovering in the air is a...