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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...
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...
Decentralized Diaries for the Week of 6/18/24
Industry ups and downs continued as simmering regulatory actions showed a slight slowdown. That said, safety is (still) an issue with rising security concerns.
The...
The Taylor Market Report (6/11/24)
This is the longest lasting "tired market" EVER! The AI stocks are holding the S&P index up (and I'm very bullish on AI) but the majority of stocks are crap. I want to be short but I am staying neutral.
FINTECH VIEWS: How Technology Is Transforming Impact Investing
The impulse to do good while doing well is much older than popular acronyms like ESG and SRI might suggest. In fact, impact investing...
Advisor Tech Talk (Week of 6/11/24)
Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...
The Taylor Market Report (6/4/24)
With summer just getting under way and vacation time picking up, I continue to stress the need for market neutrality......EXCEPT BITCOIN. Gold is off for the week, ETH is pausing after getting spot ETF approval and the S&P 500 is lower and wallowing around. BUT, BITCOIN arises.
DWN Publisher Notes For 6/5/24
Friends, we're traveling this week to the Dallas area, but the newsletter & website are still chock full of great news & industry info plus insight into the dark side of AI & a look at the latest cohort from wealthtech accelerator The Founders Arena...READ UP!!
Advisor Tech Talk (Week of 6/4/24)
The 100,000th Certified Financial Planner has been named, and she’s a 31-year-old millennial woman from Bedminster, N.J. named Simone Lee—a second-generation...
AI & Finance™ | News for the Week Ending 5/31/24
When technology moves as quickly as artifical intelligence in finance has over recent months, it begins stretching and distorting our civic and cultural codes...