ADVISOR INSIGHTS | The Shift: Advisors Finally Adopt Technology
By Liam Hanlon
For the past two years, financial advisors have done something they have never done before: adopt new technology.
According to a University of Chicago...
The Taylor Market Report (1/27/26)
As I have said, timing is tough. I use the IBIT ETF for options. Buying a far out call spread gives you time to hold and wait. Say the June (or further out) 60 calls and sell the June 80 calls. Great risk reward.
DWN Publisher Notes For 1/27/26
Wealthtech moved decisively from background infrastructure to competitive signal this week as partnerships, AI adoption, and platform choices reshaped how advisors recruit, grow, and differentiate in a tightening digital wealth landscape.
The Taylor Market Report (1/20/26)
So, how's the new year going? I'm pretty sure it's not going as planned so far. A very early lesson and take on the markets? They can, and will, go down. Shocking isn't it.
DWN Publisher Notes For 1/20/26
FRIENDS – fintech, wealth, and digital assets advanced in execution mode this week as advisor platforms scaled, VC targeted infrastructure, crypto reinforced market plumbing, and payments and banking prioritized efficiency and regulatory alignment.
The Taylor Market Report (1/13/26)
It’s going to be a very interesting year and NOT like the past few. No more buying and forgetting. No more 15%–20% returns locked in certainty. This year will require more attention to detail and active risk control.
DWN Publisher Notes For 1/13/26
FRIENDS – fintech, AI, and digital wealth opened 2026 in execution mode as advisor platforms scaled, VC stayed selective, crypto matured into market infrastructure, payments consolidated, and regulators tightened expectations now.
ADVISOR INSIGHTS: As Clients Feel More at Ease, Advice Gets More Strategic
By Liam Hanlon
For the past eight years, I have worked at the intersection of wealth management and technology. I began my career at EY,...
The Taylor Market Report (1/6/26)
By Bill Taylor, CEO / Digital Wealth News and AI & Finance
DWN Publisher Notes For 1/6/25
FRIENDS – fintech, AI, and digital wealth kicked off 2026 focused on execution, not experimentation, as advisor platforms scaled workflows, payments consolidated, banks pushed infrastructure upgrades, and regulators sharpened expectations across AI, crypto, and compliance. READ UP!