The Taylor Market Report (2/21/23)

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Morgan Stanley announced stocks could decline 25%, real estate sales are beginning to plunge, inflation didn't go "poof" away. The bright spot is in the bitcoin/ethereum corner

REAL CLEAR CRYTPO: Why Gradual Institutionalization Could Rapidly Accelerate Tokenization Of The World

According to John Sarson, CEO and co-founder of Sarson Funds, a crypto asset manager and information resource for advisors, there’s strong evidence that institutions are in the crypto space to stay.

Publisher Notes For 6/28/23

Friends, Week 2 of summer is here, and we hope you're hiking the mountains or playing at the beach!  Meantime, here we go with more news you can use in the world of fintech and digital assets  READ UP! | Cindy Taylor, Publisher

Fintech Corner: Technology Is Valuable To RIAs Now More Than Ever—Can They Use It?

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Until recently, financial advisors were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to simultaneously catalyze growth.

BACK OFFICE HEROES: The Most Effective Path to Lead Generation

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Wealth management firms have a hard time growing without finding some mechanism to find the clients that they want to serve—a process called lead generation.

Fintech Luminary in Training – Meet Jessica Albright

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For our latest Fintech Luminaries feature, we'd like to offer a fresh news take on this series with an interview from an up and coming FUTURE fintech luminary, 8th grader Jessica Albright. Learn how the current generation is already using fintech and how they hope to be involved in the industry in the future.

The Taylor Report (10/28/20)

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Without stating the obvious, the main focus of late has been COVID-19. More cases, second (third) wave, lock downs(?), stimulus packages(?) and markets reacting emotionally. Enough already. Quietly, have you noticed commodity prices?

WEALTHTECH INSIDER: Dr. Daniel Crosby On Understanding ‘Messy’ Lives & Digital Prospecting

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In the weeks ahead, I’ll be conducting a series of Q&As with Orion’s subject matter experts around the four pillars of our tech-enabled fiduciary process: Prospect – Plan – Invest – Achieve. For the first installment, I spoke with Dr. Daniel Crosby about the role behavioral psychology plays...

WEALTHTECH INSIDER: What This Year Means For Financial Planning Tools

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Today, we’re revisiting one of the pillars for success between advisors and clients – planning. As we look ahead to 2021, we have to envision a financial planning landscape that has been altered by pandemic, policy changes, and rapidly evolving technology.

REAL CLEAR CRYPTO: It Wasn’t The Returns – How Crypto Pulled This Advisor...

Ten years ago, Jonathan Cagle was a financial advisor investing client portfolios in traditional assets. Then he encountered digital assets and today, acts as a portfolio manager & research analyst for Sarson Funds.