Home Search
tt - search results
If you're not happy with the results, please do another search
Advisor Tech Talk (Week of 11/21/23)
In this week’s advisor tech talk, wealth tech executives are on the move.
Competent leaders often play musical chairs with different C-Suite...
Top 5 VC Deals of the Week in Fintech (11/20/23)
Quality (over quantity)
It's been an almost absent year for M&A, but tech valuations are rising, especially for later-stage startups. Despite fewer...
INTELLIGENCE FOR GROWTH: How AI Can Help Advisors Find The Best Clients
Advisors today have plenty of options for generating leads—but how do they find the ones that will be the best prospects and, in turn, their best clients?
Fintech Corner: How Implementation and Onboarding Fit Into The Fintech Client Experience
Advisors changing some or all of their technology stack should give some thought as to how they will implement that change—how will they onboard their staff? How will they help clients through the transition?
WEALTHTECH INSIDER: These Personal Finance Myths Hold Investors Back
The world is awash with personal finance advice online and in books, but much of it is not helpful to individuals and families, and some of it is harmful.
DWN Publisher Notes For 11/14/23
Friends, you no doubt know what FOMO stands for in financial markets, but do you know what FOBI stands for? Check out this week's feature story and you will! READ UP!!
The Taylor Market Report (11/14/23)
If I were long equities. I sure would have FOBI (fear of being in). What could possibly go wrong, right? I'm sure we will find out. Have markets become politicized?
FOMO (Fear of Missing Out) Or FOBI (Fear of Being In)
Well, here we are again.
Financial markets have moved up sharply. Bitcoin and ethereum, too. Now what? The higher markets go, FOMO kicks in. You...
BACK OFFICE HEROES: Is It Too Late to Start a Digital Transformation?
Most companies and financial advisors realize the benefits of updating and transitioning to digital solutions, but a total transformation can seem daunting.
Rethink. Financial Advice Podcast: How Digitally Intimate are You with Your Potential and Current...
What kind of digital intimacy experience are you creating for them? Join us as we discuss this fun yet compelling topic with fellow advisor and...