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AI ILLUMINATIONS: Spring Cleaning Your Wealth Tech

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Technology used to last 20-25 years, but today, with so many apps and frameworks comprising your tech stack, it’s important to evaluate your technology every five to ten years.

The Taylor Market Report (8/1/23)

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IT'S SUMMER. IT'S AUGUST. IT'S THE TIME FOR "DO NOTHING" MARKETS. BTC & ETH dropped slightly on the week (Tue-Tue), gold dropped, too and the S&P 500 was virtually unchanged (Tue-Tue).  Let's hit the beach.

Publisher Notes For 8/1/23

Friends, If you're like the majority of America, it has been HOT HOT HOT! Now as things cool down a touch, time to focus back on markets and news in the digital wealth sector, and we've got it for you right here. READ UP!!

REAL CLEAR CRYPTO: Bitcoin IS Green – Here’s Why

As concerns surrounding Bitcoin’s energy usage remain pervasive, crypto’s multi-feature utility shows that it has the potential to help countries reach their climate goals faster.

TIFIN Welcomes New Executives to the Leadership Team to Accelerate Its Mission of Impact...

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These appointments follow the recent announcements of J.P. Morgan-backed TIFIN.AI to drive thematic generative AI-focused innovation in the financial services industry and the Hamilton...

Stifel Independent Advisors Expands with New Teams Representing $670 Million in Client Assets

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ST. LOUIS, Aug. 3, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that its independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC, recruited...

MARTECH MINUTES: How Compliant MarTech Increases Advisors’ Bottom Lines

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When it comes to marketing, it's a combination of science & technology that must combine to produce results. In the finserv industry, CMOs & marketers are changing how they manage marketing technology.

WEALTHTECH INSIDER: 3 Remarkably Effective, Underused Marketing Ideas for Today’s Financial Advisor

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As a financial advisor, planning is probably the greatest service you offer to your clients. That same careful planning is necessary when it comes to your business’s marketing strategy.
Real Estate Education

Fintech Real Estate Firm Launches Training Series for Commercial Realtors

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The Los Angeles-based fintech real estate investment firm, Leap Analytics, recently launched an educational training series for commercial Realtors. The new program focuses on how...

STANDARD DEVIATIONS PODCAST: Amy Mullen – 5 Steps for Values-Based Financial Planning

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Amy Mullen. Amy Mullen, CFP® is President of Money Quotient. In this role,...