DWN Publisher Notes For 8/20/25
Friends, this week Basic Capital shook up 401(k)s, IVIX raised $60M for AI fraud defense, wealthtech automation gained traction, and crypto ecosystems kept accelerating...READ UP!
REAL CLEAR CRYPTO: Where Are All The Good Cryptocurrency Funds For Advisors?
Advisors today face huge deficits in knowledge, services and products in the cryptocurrency space when compared to retail financial services firms. John Sarson has recognized this when he founded Sarson Funds and now has a full team working to fill the gap.
The Taylor Market Report (3/19/24)
Inflation (CPI) came in a bit hotter then expected last week, gold rallied, bitcoin rallied and declined which is what the S&P 500 did. All a big yawn....except for bitcoin/ethereum.
Publisher Notes For 5/12/21
Friends, today we look at Self-Directed IRAs in a new DWealth Podcast, delve into the meaning of SCARCE SOURCE OF VALUE and launch a new column - THE WEEK IN DIGITAL WEALTH, plus much more (including a $10B fintech VC deal!). Check it out! | Cindy Taylor, Publisher
The Taylor Market Report (3/3/26)
By Bill Taylor, CEO / Digital Wealth News and AI & Finance
REAL CLEAR CRYPTO: Where’s the Bottom?
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.
MARTECH MINUTES: The 411 on Advisor Content Marketing
Content marketing is an effective way to establish credibility for your advisors while creating trust between them and their clients and prospects.
Fintech Luminaries – Meet Andreas Roell of AlphaTrAI
AlphaTrAI is modernizing classic approaches to asset management to make it more dynamic, responsive and precise, while rising above the emotionally-driven bias and behaviors that influence even highly experienced, professional money managers, with potential impairment to investor outcomes..
DWN Publisher Notes For 5/29/24
Friends, we hope you had a beatuiful Memorial Day! We are so grateful to live in America & thankful to all who have served in the military. Meanwhile, we found a "unique opportunity" for you even while VC fundings & sector news continued over the holiday week...READ UP!
WEALTHTECH INSIDER: Why Now Is a Crucial Time to Talk About Risk, Part 1
2022 seems like a risky year. Yet many investors still struggle to come to terms with the concept of risk, said Daniel Crosby recently on his Standard Deviations podcast from Orion Advisor Solutions.