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Digitally-Enabled Investment Management Platforms: 2023 Advancements and 2024 Expectations

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Last year saw a convergence of elements in the wealth management space that, individually, would disrupt how investment managers and wealthtech providers operate. Together,...

Technology Creates Opportunities for Financial Advisors to Enhance Investor Experience, According to New Vivaldi...

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Toronto-based CapIntel, a financial technology company that delivers productivity enhancing, web-based solutions to financial services wholesalers and investment advisors, has announced the findings of a new survey...

The Taylor Market Report (1/16/24)

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What if everyone is wrong again this year BUT for the wrong reasons? What if interest rates don't get cut.....or raised? What if inflation doesn't perk up......but stays stubbornly high?

The Taylor Market Report (1/9/24)

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Stay vigilant as you view government numbers-a 25% revision down on employment is not a statistical anomaly. Statistics 101 will teach you 25% is really far off (maybe government bureaucrats cut those classes).

The Taylor Market Report (1/2/24)

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I can take a very broad stroke at the year ahead. The equity market will not go up 25% again. There are WAY too many bullish (and invested) people out in investing land.

MARTECH MINUTES: 2024-Time for New Advisor Marketing Tech

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Despite the New Year, Marketing teams are still being stretched, often asked to do more with less human capital, fewer resources, and limited budgets for marketing technology.

FusionIQ and Kinecta Federal Credit Union Create Integrated Platform to Meet Investment Needs of...

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FusionIQ, a cloud-based wealth management solutions provider for financial institutions headquartered outside of Boston, has formed a strategic alliance with Kinecta Federal Credit Union to offer...

INTELLIGENCE FOR GROWTH: For AI-Driven Marketing Automation, Integrations Are Key

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Any well-built technology is only as good as the information that an advisory firm feeds it. For an AI-driven marketing automation platform, that fuel is fed via integrations, said AJ Boury, Clout by TIFIN’s CMO.

WEALTHTECH INSIDER: Uncovering A New Behavioral Investing Framework

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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.

The Taylor Market Report (12/26/23)

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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.