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WEALTHTECH INSIDER: Uncovering A New Behavioral Investing Framework
Behavioral finance has enhanced financial planning by working to address people’s behavioral & emotional needs around money, acknowledging that emotional decision making is the genesis of many financial errors.
Conneqtor Announces Strategic Acquisition by Community-Builder Joe Moss
Dec. 28, 2023 -- Conneqtor, a pioneering virtual advisor training program, is pleased to announce its acquisition by community-builder and “conneqtor” Joe Moss. This...
DWN Publisher Notes For 12/26/23
Friends, we hope those who celebrated Christmas had a beautiful one and we wish you all a spectacular 2024! This week we have Part 1 of the "year in review" for many of our editorial columns, with Part 2 posting next week. HAPPY NEW YEAR & READ UP!!
The Taylor Market Report (12/26/23)
Beginning very soon you will be subjected to every market "guru", analyst, fortune teller, tiktok genius and lunatic forecasting where things are going in 2024. Take your time and realize few were right in 2023.
AI In Finance, Part 4: Using AI In Portfolio Construction
We continue with part 4 of our five-part series, exploring how artificial intelligence (AI) enhances the client experience by creating an end-to-end digital experience...
2023-The Year in Digital Wealth, Part 1
The Year in Digital Wealth (Part 1)
As we round off the year, we wish everyone a Merry Christmas.
This week and next, we shall...
2023-Decentralized Diaries, A Look Back, Part 1
Decentralized Diaries for the Year of 2023 (Part 1)
From the SBF trial to Changpeng Zhao's spectacular fall, 2023 had unexpected curveballs.
We’ll showcase the...
Top 5 VC Deals of the Week in Fintech (12/26/23)
It's not over...until someone sings.
As we round out 2023, what's clear is that the VCs are still seeking to invest, demonstrating...
2023 | Advisor Tech Talk-Year in Review, Part 1
Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...
MARTECH MINUTES: 7 Social Media Tips for Advisors in 2024
As we edge closer to the end of the year, the ever-evolving nature of social media presents diverse opportunities in 2024 for a wide range of industries, including the wealth industry.