Thought Leaders

A recent survey commissioned by Orion Advisor Solutions found that nearly 80% of investors believe their advisors should be focused on minimizing their tax obligations

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

Effective marketing technology (Martech) can significantly enhance your business performance by increasing marketing efficiency, improving client experience, and bolstering your advisors' business growth.

Friends, Summer is drawing to a close, Labor Day is over & now we're looking to Q4.22, even amidst troubling inflationary numbers.  Need the 411 on markets and where they're headed next plus the latest industry news & fundings? READ UP! | Cindy Taylor, Publisher

I think the big drop on Monday was a "shot across the bow" and a big warning. I know "The Golden Age" is coming, buy before it does BUT be prepared for a very VERY large drop in equities. 

Good wealth management marketing meets clients where they are. That increasingly means that video is the way to go, according to Clout by TIFIN, an AI-powered advisor content marketing platform.

Listening to 'experts,' and telling yourself inflation has peaked, is like believing in the tooth fairy. Unexpected shocks (and there are many) have yet to hit. Just because they haven't happened doesn't mean they won't.

This House of Representatives has voted in favor of a bill to repeal SAB 121, the SEC’s guidance blocking banks from offering crypto custody, while the White House said it would veto the bill.

Friends, it seems that every week brings us more bizarre and disturbing news, but even so, we remain optimistic for a bright future ahead for America. Meanwhile, we have SO MUCH news to report including a massive $1B AI funding, a new geo-politicl intelligence firm for the wealth sector (sounds very James Bond) and a look at the current state of common sense in markets...READ UP!

This week we continue Part 2 of our editorial series on privacy coins and address another trend John Sarson of Sarson Funds fears might run afoul of Western KYC and AML rules.