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Inflation vs. Actual Cost. Revealing.

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You've heard this before ... "If inflation is moderating why do I always seem to have less money?" Well, it's tricky and can be...

Publisher Notes For 9/13/23

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Friends, this week we have 7 rules for life & money(!), a look at what Web3 really is and venture deals back in the hundreds of millions! An action-packed digital wealth industry newsletter - once again. READ UP!

MARTECH MINUTES: How Investors Benefit From Finance Content Marketing

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Through content marketing, investors have an opportunity to learn about the financial strength, business model, market position, and strategic direction of a potential investment.

Decentralized Diaries for the Week of 9/12/23

Is a storm coming for cryptospace? That is possible. With mass departures from Binance, increased centralization, and shadow moves by market makers. That said, Apple bought rights...

The Week in Digital Wealth (9/12/23)

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The industry seems set for the fall, which may spring a few surprises! With T+1 settlement cycles coming, CBOE will launch a T-Bills futures product. State...

Top 5 VC Deals of the Week in Fintech (9/12/23)

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The bigger they are (the harder they fall)... Many VC-backed startups have closed down or seen valuations fall in the past few...

Advisor Tech Talk (Week of 9/11/23)

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The kids are now all going back to school, their summer recreation finally over.  For some of us, the summer break never...

WEALTHTECH INSIDER: How Advisors are Influencing Clients to Take Their Financial Advice

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The role of an advisor has shifted rapidly in recent years. Investors no longer approach them to “beat the market” or to perform stand-alone asset management that has become commoditized in our industry.

INTELLIGENCE FOR GROWTH: Advisors Can Use Tech To Offer Clients A Better Way To...

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While many advisors offer their clients valuable advice around charitable giving, they may not have had access to the technology or processes to fully integrate giving into holistic financial services.

The Taylor Market Report (9/5/23)

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Bad news is good news, right? NO, NO NO. That was pre-summer. Welcome to the post-summer season. A hurricane is brewing for the financial markets.