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The Taylor Market Report (5/28/24)
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
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?
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...