WEALTHTECH INSIDER: Orion Launches Redtail Campaigns, Industry’s First CRM-Centric Marketing Suite

0
Orion Advisors Solutions is taking another big step towards offering advisors and their clients a fully integrated, seamless technology experience by beefing up their automated marketing efforts.

REAL CLEAR CRYPTO: Where’s the Bottom?

0
This is the third time now that retail investors have been on the receiving end of a cryptocurrency exchange or centralized lender going bankrupt. Regulators have dropped the ball, clearly.

The Taylor Report (11/15/22)

0
Even if (if) inflation moderates to, say 6%, it's still too high. Interest rates would have to be 6%+ (7.5%?) To be "normal." that's not in the market. Rates are still going up.....and staying up.

Publisher Notes For 11/16/22

0
Friends, what a week of swirling energies we all just lived thru with the US elections & the FTX debacle.  Now we move on to a new week with a look at the fallout from the FTX story, market liquidity questions and more...READ UP!

FINTECH CORNER: Compliance Audits Don’t Have to Be So Scary: Part 1

0
Preparing for an audit can be a time-consuming, labor-intensive task itself, requiring large amounts of preparation and documentation before the auditors step on the premises.

REAL CLEAR CRYPTO: Crypto Screams for Regulation

0
The bankruptcy of FTX took down with it at least 130 cryptocurrency companies associated with the firm.  What a mess. The silver lining is that we will get crypto regulation sooner than we were expecting.

WEALTHTECH INSIDER: Transition Advisors – Navigating The Broker Protocol

0
More than a third of advisors want more control over their business when going independent or switching their broker dealer, but one wrong step, could cause significant legal issue to arise. 

JIFFY.ai Illuminations: When Finalizing your Budget, is the Client’s Voice Represented?

0
If the focus of the budget is right, everything else falls into place, especially for wealth management firms that need projected cost personalization at every level of operations.

The Taylor Report (11/08/22)

0
The morning began as U.S. mid-term election day (still is) with all the focus there, BUT its turned into a crypto war/truce day. CRAZY. Rumors the past week that FTX had "maxed out its credit card" sparked liquidity issues.

Publisher Notes For 11/9/22

0
Friends, mid-terms here in the US, an unexpected announcement from FTX and Binance, and huge Q2 losses from Coinbase are amongst this week's sector news.  There's also great thought leadership on gamification in education and AI in wealth management plus so much more….. READ UP!