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TIFIN Announces Strategic Collaboration with Morningstar to Enhance its AI-Powered Distribution Platform

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BOULDER & NEW YORK, Feb 1st, 2023 — TIFIN, the AI Wealth platform, announced today a collaboration with Morningstar to bring real-time, aggregated industry trend...

The Taylor Report (1/31/23)

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It seems celebrating a 5% inflation rate (if you don't eat, drive, live or leave the house) is really cool. IT'S NOT!  I know I've mentioned this before but, RECESSIONS ARE NOT BULLISH!

Publisher Notes For 2/1/23

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Friends, we're pleased to announce the launch of a new column to our content lineup this week - "Back Office Heroes" - with great insights for our audience on the very real benefits of digitizing and automation, a topic near and dear to our hearts. READ UP!

Advisor Tech Talk (2/1/23)

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What's the state of the wealthtech industry thus far in 2023? I got off a call earlier today with two of the...

Top 5 VC Deals of the Week in Fintech (2/1/23)

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By Teresa Leno Social media 'tech chat' has been dominated by ChatGPT, a chatbot that tallied up to 1M users in under...

The Week in Digital Wealth (2/1/23)

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By Christopher Hamman The digital wealth industry has remained largely unaffected by the recent spate of tech layoffs.  The...

STANDARD DEVIATIONS PODCAST: Derek Hagen – The Role of Money in a Life of...

This week on the Standard Deviations Podcast, Dr. Daniel Crosby chats with Derek Hagen of Money Health Solutions. Derek Hagen is the founder of...

The Taylor Report (1/24/23)

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Inflation is still high. Commodities are ticking up again. As far as I know, the Fed is still raising rates and employment layoffs are gaining momentum. And that pesky recession looms larger.

Publisher Notes For 1/24/23

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Friends, crypto is up, markets are flat, VC is down and it's a TOTAL MASH UP of news out there in the fintech sector.  This week we've got some great new podcasts for you plus a really fun piece from DWN CEO Bill Taylor on the similarities in markets & baseball, quoting the inimitable Yankees great Yogi Berra! READ UP!

MARTECH MINUTES: A Best-of-Breed Approach to Marketing

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When it comes to marketing, it's a combination of science and technology that must combine to produce results. In the financial service industry, CMOs and marketers are changing how they manage MarTech.