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The Taylor Market Report (3/19/24)
Inflation (CPI) came in a bit hotter then expected last week, gold rallied, bitcoin rallied and declined which is what the S&P 500 did. All a big yawn....except for bitcoin/ethereum.
DWN Publisher Notes For 3/20/24
Friends, this week we explore why $22 burritos matter and continue to see massive trends toward AI utilization + more. Meanwhile, in the spirit of the season, click through to see a graph of the March Madness bracket that AI ChatGPT picked, published in Sportsbook Review! UConn all the way, baby!
Uh, Washington We Have a Problem.
Understatement. The headline refers to "a" problem. As if.
There are certainly a myriad of problems floating around out there and, sadly, most of...
Q&A: CogniCor Founder – AI Makes Advisors Better at Client Service
When Sindhu Joseph, Ph.D. founded CogniCor in 2018, her vision was to provide the financial services industry with the tools needed to alleviate the...
Binah Begins: Merger Creates New Public Wealth Management Firm
Kingswood Acquisition Corp. ("KWAC"), a special purpose acquisition company (SPAC), has merged with broker-dealer aggregator Wentworth Management Services LLC (“Wentworth”) to create Binah Capital...
Multi-family office RIA Caprock Makes Grey Street Capital its First Acquisition
Caprock, an RIA serving ultra-high-net-worth clients, announced it acquired Chicago-based Grey Street Capital, a boutique advisor firm with $2.2 billion in client assets.
The deal...
REAL CLEAR CRYPTO: Cryptocurrency – A Beginner’s Guide
If you're new to the world of digital currencies and find yourself scratching your head, this article aims to clarify the concept of cryptocurrency for beginners, or as we affectionately call them, "Crypto for Dummies."
MARTECH MINUTES: The Tools Marketers Must Have in Their Toolbox
This year will likely witness a surge in demand for various types of marketing software that can effectively address an organization's emerging needs.
Advisor Tech Talk (Week of 3/18/24)
Yes, AI might be responsible for the hottest news in the advisor tech universe, but blockchain, cloud and conventional roboadvisors still...
Decentralized Diaries for the Week of 3/18/24
Industry maturity is a given. How far things have come signals the emergence of a new normal.
That said, legal issues are still a thing,...