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FINTECH VIEWS: Why Financial Advisors Have to Be Estate Planning Heroes
With myriad benefits to advisors – including building stronger client relationships, connecting with the next generation, and the possibility of bringing held-away assets under their purview – why do so many advisors avoid estate planning conversations with clients?
STANDARD DEVIATIONS PODCAST: Andy Baxley – The Power of Financial Purpose
This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Andy Baxley, Senior Financial Planner at The Planning Center.
Andy works with...
Wealth Management’s Cutting Edge: MMI/Barron’s Industry Awards Finalists Announced
Innovation is the currency that buys you a seat at the table.
Today, the Money Management Institute (MMI) and Barron's announced the finalists for the...
The Taylor Market Report (7/2/24)
Well, the second half of the year has begun. Is it all you had hoped for so far? The Fed didn't cut interest rates yet, but now they have fewer days remaining this year to do so. Hope springs eternal.
2024……….Part 2
Well, isn't this going to be interesting.
The second half of the year is just beginning and already the drama (?) and suspense is...
DWN Publisher Notes For 7/3/24
Friends, this week brings us the 4th of July and despite the truly bewildering politcal climate we're living in, I'm deeply grateful to be a citizen of this amazing country. Wishing you and yours a wonderful 4th.....now onto all the most important news in digital wealth for this short week...
The Week in Digital Wealth (7/2/24)
Innovation continued to flourish with improved (general) relations with regulators. New products are the order of the day.
Headlines to take note of:
Hidden Road...
Decentralized Diaries for the Week of 7/2/24
Crypto adoption is growing, with critics and supporters cheering from the sidelines. That said, legislation within the states will play a pivotal role in...
Advisor Tech Talk (Week of 7/2/24)
Artificial intelligence is everywhere, but not everywhere in wealth management—yet.
In fact, as we frequently note in our weekly AI & Finance...
LESSONS IN POP CULTURE | Nathan’s Hot Dog Eating Contest
By Michael Partnow
Lessons learned from the Nathan's Hot Dog Eating Contest:
Find your niche no matter how obscure or different. We each have our...