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Advisor Tech Talk (Week of 6/18/24)
It’s probably not happening in 2024, and thus, advisors should breathe a sigh of relief.
As consumers continue to explore fintech and...
FINTECH VIEWS: Selling Your Financial Practice
By Kristen Grau, CPA, CVA, CEPA, Executive Vice President
More than a third of financial advisors managing 40% of industry assets are projected to retire by...
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.
Is Texas to Blame for Slow Financial Markets?
It's a theory. A real stretch of a theory, too. But maybe not. All these years investors/traders have blamed summer for subdued and lackluster...
DWN Publisher Notes For 6/12/24
Friends, we had an amazing trip to TX (except for the Nvidia stock split, but that's a diff story), and now we're back at it! Meanwhile the TX Stock Exchange was announced and it seems like fintech & AI keep rolling, despite ongoing geopolitical uncertainty...READ UP!
The Week in Digital Wealth (6/11/24)
Technical glitches did not hinder innovations and partnerships from springing forth, with integrations taking center stage. It looks like the end-user is back in...
Decentralized Diaries for the Week of 6/11/24
The industry settled in with ongoing legislative discourses at the fore. However, things are far from settled, with the November elections looming over everything....
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...
MARTECH MINUTES: Why Becoming a Thought Leader is Vital for Advisors
When your target audience considers you a thought leader who provides answers and knowledge relevant to their circumstances, you've won against your competition.
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...