Taylor Report
The Taylor Market Report (4/2/24)
There is a HUGE trap door under the S&P 500 index. Be prepared for a HUGE drop. Be short (a little or a lot) or be left out.
By Bill Taylor · Apr 2, 2024
All Stories
4,312 stories
DWN Publisher Notes
DWN Publisher Notes For 4/3/24
Friends, you'll find the most important industry news here, including a chock full Advisor Tech Talk column (that we thought would just be a synopsis of Q1 because we th…
By Cindy Taylor · Apr 1, 2024
The Lead
Reality. Will AI and the Digital World Be Able to Deal With It?
It worked. All is good. The Fed got inflation down to exactly 2% without damaging the economy. In tandem, corporations and businesses lowered prices to help the cost…
By Bill Taylor · Apr 1, 2024
Decentralized Diaries
Decentralized Diaries for the Week of 4/1/24
The crypto industry continued to push frontiers beyond normal (as they usually are) with regulatory authorities doing what they can to catch up. Meanwhile, in the new…
By DWN Staff · Apr 1, 2024
Week in Digital Wealth
The Week in Digital Wealth (4/1/24)
Happy new month! The industry turned green in response to Spring as user experiences (once again) took center stage. Partnerships were also in play, with collabora…
By DWN Staff · Apr 1, 2024
MarTech Minutes
MARTECH MINUTES: How to Infuse Financial Education into Your Practice
One of a financial professional's most critical roles is to aid in their clients' financial empowerment. Here are some ways to infuse financial education into your wealt…
By DWN Staff · Apr 1, 2024
Advisor Tech Talk
Advisor Tech Talk (Week of 4/1/24)
Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology. See, it being “spring break” week around many of the urban ar…
By Christopher Robbins · Apr 1, 2024
Industry Briefs
Sanctuary Wealth Expands Leadership Team with Two Industry Veteran Hires
Sanctuary Wealth is adding to its leadership team, this time with industry veterans Michael Goldfader and Michelle McIntyre. Goldfader, a former Wells Fargo and UBS exec…
By DWN Staff · Apr 1, 2024
Top 5 VC Deals | Fintech
Top 5 VC Deals of the Week in Fintech (4/1/24)
ABC, 1-2-3, and everything in-between Pleasantly, VCs are funding series rounds and returning to add more money, as demonstrated in this week's deals. There are more se…
By DWN Staff · Mar 31, 2024
Industry Briefs
Navigating Direct Indexing: Unlocking the True Value of Separately Managed Accounts (SMAs)
The concept of direct indexing has emerged as a promising avenue for portfolio solutions providers. However, debates surrounding the use of Separately Managed Accounts (…
By DWN Staff · Mar 29, 2024
Top 5 VC Deals | AI
Top 5 VC Deals of the Week in AI (3/29/24)
What an incredibly diverse group of companies (and categories) make up our top 5 venture-funded AI deals for the past week. And btw, this week CoPilot…
By Cindy Taylor · Mar 28, 2024
AI & Finance | News
AI & Finance™ | News for the Week Ending 3/29/24
While it’s true that the introduction of artificial intelligence into every area of human activity—including our financial lives—will bring new vulnerabilities and risks…
By Christopher Robbins · Mar 27, 2024