WHITEPAPER: Orion Communities – Streamlining and Scaling the Investment Management Process

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Communities, Orion’s model marketplace, helps financial advisors transform the way they personalize portfolios with unprecedented access...

VIDEO: Y’all Street Report with Jim Row (10/28/20)

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Today, I’m going to discuss decentralized finance, better known as “DeFi”. I’ll define the term, go through the ins and outs, and tell you why you should pay attention to DeFi...

WHITEPAPER: Power Your Firm’s Value Proposition with a Financial Planning Strategy

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The Financial Planning Gap The benefits of providing a financial plan to clients have...

Atari Meets Blockchain: The Half-Century Journey from Silicon Valley to the Metaverse

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Earlier this month, Atari restructured its business to create two separate divisions, Atari Gaming and Atari Blockchain. The announcement comes after years of development in the space, since Atari first publicly expressed its interest in crypto assets in early 2018.

The Grail with Keith Gregg (12/2/20)

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I hope you all had a safe and happy Thanksgiving, albeit many of you made significant sacrifices and changes to your celebration. We all shared a slice of that pie; missing guests (and their side dishes)...

Wall Street Embraces Crypto: JP Morgan Announces Upcoming Launch of Bitcoin Fund

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Big news arrived from CoinDesk this morning regarding JP Morgan’s preparation to launch its first actively managed Bitcoin fund for its private wealth clients by this summer.
commercial real estate

Entoro Capital Partners with RE1 Advisor to Offer Receivership Services to Distressed Businesses in...

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HOUSTON, TX (June 4, 2020) – RE1 Advisor, LLC, a U.S.-based commercial property consultancy business, announced a partnership with...

How to Improve Data Quality with Data Best Practices

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The highest performing advisory firms in the world leverage data analytics, AI and machine learning to gain insights into business performance and provide a superior client experience. By implementing and following data management best practices, these firms maximize value from their data and achieve their desired results.

The Taylor Report-Bitcoin vs Gold vs Ethereum (1/10/19)

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By Bill Taylor, Contributor/Fintek Capital We compare the price of Bitcoin, Ethereum, & Gold,...

Ebook: Building your breakaway brand – The ultimate marketing guide for newly independent RIAs

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For newly independent RIAs, establishing brand presence is critical to the beginning of the breakaway journey. You need to define your value proposition, identify your target audience, and determine how to reach them.