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Rethink. Financial Advice Podcast: What Can Advisors Learn from the Former CEO of PayPal...
For over 25 years Bill Harris has been at the intersection of money, taxes, and digital technology. As a pioneer in financial technology Bill brings...
CogniCor Launches Pilot of AI-Enabled Digital Assistants Powered by Microsoft’s Azure OpenAI
CogniCor has launched a pilot program for its enterprise-ready, AI-enabled digital assistants that are newly integrated with Microsoft Azure OpenAI Service.
The Palo Alto-based CogniCor, a provider...
The Taylor Market Report (1/16/24)
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?
DWN Publisher Notes For 1/16/24
Friends, last week the SEC finally approved Bitcoin ETFs to great media fanfare, but author Bill Taylor says NOT SO FAST, folks, in 'GOLD vs BITCOIN vs BITCOIN ETF' Meanwhile, you can find a totally different perspective of the new asset class in this week's 'ADVISOR TECH TALK' column opener. READ UP!!
MARTECH MINUTES: How to Build a Case for an Enterprise Marketing Communications Solution
Wealth organizations must recognize the importance of enterprise technology for marketing communications to propel their growth since it extends beyond merely creating fascinating written text.
GOLD vs BITCOIN vs BITCOIN ETF
It's official.
As promised, there is now a fully regulated spot bitcoin ETF. The SEC and its fearless leader, Gary Gensler, 'pulled the trigger' (with...
The Week in Digital Wealth (1/15/24)
The industry resumed fully (post holiday season) with solutions, partnerships, and products occurring everywhere.
Bloomberg has launched a new data tool
Circle started its...
Tech-Savvy Atria Wealth Solutions Snags $420 Million Paragon Financial Group from Osaic
The New York-based Atria Wealth Solutions announced that Paragon Financial Group (Paragon) will join Atria subsidiary Cadaret Grant.
Frank Brown, founder of the $420 million...
Decentralized Diaries for the Week of 1/15/24
The cryptospace finally has its day in the sun with the SEC approving all 11 applications (well, mostly).
That said, hackers are getting bolder...
Advisor Tech Talk (Week of 1/15/24)
We’ve known it was coming for weeks now, but last week’s clearance from the U.S. Securities and Exchange Commission for spot...