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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...
2023-The Year in Digital Wealth, Part 1
The Year in Digital Wealth (Part 1)
As we round off the year, we wish everyone a Merry Christmas.
This week and next, we shall...
2023-Decentralized Diaries, A Look Back, Part 1
Decentralized Diaries for the Year of 2023 (Part 1)
From the SBF trial to Changpeng Zhao's spectacular fall, 2023 had unexpected curveballs.
We’ll showcase the...
Top 5 VC Deals of the Week in Fintech (12/26/23)
It's not over...until someone sings.
As we round out 2023, what's clear is that the VCs are still seeking to invest, demonstrating...
2023 | Advisor Tech Talk-Year in Review, Part 1
Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...
MARTECH MINUTES: 7 Social Media Tips for Advisors in 2024
As we edge closer to the end of the year, the ever-evolving nature of social media presents diverse opportunities in 2024 for a wide range of industries, including the wealth industry.
The Taylor Market Report (12/19/23)
There has been a HUGE disconnect between markets and actual economics and the population's overall financial condition. Since COVID, it can be argued the equity market has become one big casino. THAT is scary.
DWN Publisher Notes For 12/19/23
Friends, this week we delve into Santa Claus (with an exclusive interview!) and AI - talk about topical! And while we're at it, we wish all our friends and readers a beautiful holiday season. We have so much to be thankful for. READ UP!
REAL CLEAR CRYPTO: How FASB’s Updated Standards Could Accelerate Crypto Adoption
The recent updates by The Financial Accounting Standards Board (FASB) on fair value measurement standards for digital assets mark a pivotal shift in how businesses can report their crypto holdings
AI In Finance, Part 3: The Transformative Role of AI in Account Setup
We continue with part 3 of our five-part series, exploring how artificial intelligence (AI) enhances the client experience by creating an end-to-end digital experience...