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The Taylor Market Report (5/28/24)

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Interest rates are not going down. If rates sitting where they are can't get inflation under 3%, what will it take to get inflation down to the fed's target of 2%?? Answer? Higher rates.

Advisor Tech Talk (Week of 5/27/24)

Every time we take a break from talking about the promise of future, we have a chance to discover how the...

Advisor Tech Talk (Week of 5/20/24)

Technology’s proliferation into wealth management is often viewed from a user experience perspective—we think of technology creative a better client or...

FINTECH VIEWS: The Tech Integration Evolution in Wealth Management

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As industry watchers have focused on the headline-inducing developments in wealth management – consolidation, private equity, breakaway advisors, the cost of capital – a...

AI & Finance™ | News for the Week Ending 5/17/24

With artificial intelligence in finance, technology is no longer a path out of the pitfalls of money behaviors.  Over the past half century, the financial...

Advisor Tech Talk (Week of 5/13/24)

There’s nothing like a little confirmation to restore your pride, and among this week’s advisor tech headlines is a survey cementing...

AI & Finance™ | News for the Week Ending 5/10/24

We’re coming up on the four-month anniversary for AI & Finance™, but it seems like we’ve been writing about the artificial intelligence revolution brewing...

Election 2024. Is a Gray Swan Really a Black Swan in Disguise?

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WARNING: This article is rated PG-13.  It is NOT meant to be political and may best be read with a cold bottle of vodka...

Advisor Tech Talk (Week of 4/29/24)

Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...

Top 5 VC Deals of the Week in Fintech (4/29/24)

Sitting on the sidelines... Even with the hype around AI, VCs continue to sit out, waiting for better opportunities. Whether domestic or...