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The Week in Digital Wealth (6/13/23)

By Christopher Hamman The Canadian wildfires and its effects show how fast things can change.  Our thoughts and prayers...

Decentralized Diaries For The Week of 6/13/23

By Christopher Hamman Gary Gensler stepped in when we all thought we were in for a hot crypto summer. Then again, regulatory pushback is...

AI ILLUMINATIONS: Leveraging Automation Technology During Crises

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Have you thought about how rising interest rates will affect the banking and wealth industries? Or how these internal problems can be solved, and failures circumvented using emerging technology?

MARTECH MINUTES: The Value of Enterprise Marketing Technology

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Enterprise marketing technology (EMT) involves using advanced software and platforms to streamline processes, collect data, automate tasks, and increase the reach of a company’s marketing efforts.

Industry Vet James McGrath to Head AlphaTrAI’s Investment Strategy and Advisor Consulting

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AlphaTrAI, the tech-driven, San Diego-based asset management firm that leverages artificial intelligence to deliver investment results, has added a third industry veteran to its...

INTELLIGENCE FOR GROWTH: 3 Ways Advisors Can Drive Social Media Engagement

With about 4.5 billion people using social media globally, it’s critical for financial advisors to not only be on social media, but to stand out from the crowd.

WEALTHTECH INSIDER: Why Email Campaigns Still Matter

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The email inbox, for many, has become a symbol of workplace conversations that never end and newsletters that a person has forgotten they signed up for in the first place.

The Taylor Market Report (6/6/23)

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La de da. Stocks only go up. What could possibly go wrong? I was involved in the 1987 crash, the dot com bubble and the 2008 financial crisis. I know what can go wrong. Be very cautious & survive (prosper).

Publisher Notes For 6/6/23

Friends, this week has brought more action from the SEC against the digital assets industry with lawsuits against Binance & Coinbase. Think what you will about these regulatory actions, but meanwhile, forward-thinking states like Wyoming queue up stablecoins...READ UP! 

MARTECH MINUTES: The Impact of Financial Content Marketing

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Content marketing has become an important part of advertising the services of financial advisors & their firms. For advisors, content marketing offers a unique & personal connection with both clients and prospects.