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REAL CLEAR CRYPTO: AR & VR Catalysts are Coming
As we step into the New Year, the tech world is poised on the cusp of a monumental shift, particularly in the realms of Augmented Reality (AR) and Virtual Reality (VR).
Top 10 VC Deals of 2023 in Fintech
Gun Powder, Dry Powder...BOOM!
As we look back to 2023, optimism was high (along with funding deals) in Q1 and Q4.
Perhaps it...
2023 | Advisor Tech Talk-Year in Review, Part 2
Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...
STANDARD DEVIATIONS PODCAST: The Future of Everything is Human-First
This week on Standard Deviations, Dr. Daniel Crosby lays out Seven Rules for Life and Money.
Educated at Brigham Young and Emory Universities, Dr....
INTELLIGENCE FOR GROWTH: For AI-Driven Marketing Automation, Integrations Are Key
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
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.
Conneqtor Announces Strategic Acquisition by Community-Builder Joe Moss
Dec. 28, 2023 -- Conneqtor, a pioneering virtual advisor training program, is pleased to announce its acquisition by community-builder and “conneqtor” Joe Moss. This...
DWN Publisher Notes For 12/26/23
Friends, we hope those who celebrated Christmas had a beautiful one and we wish you all a spectacular 2024! This week we have Part 1 of the "year in review" for many of our editorial columns, with Part 2 posting next week. HAPPY NEW YEAR & READ UP!!
The Taylor Market Report (12/26/23)
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.
AI In Finance, Part 4: Using AI In Portfolio Construction
We continue with part 4 of our five-part series, exploring how artificial intelligence (AI) enhances the client experience by creating an end-to-end digital experience...