WEALTHTECH INSIDER: Help Clients Improve Outcomes with Goals-based Investing, Part 1
Behavioral finance is at the heart of financial advice & wealth management, according to Orion Advisor Solutions, which has embedded an asset bucketing functionality - Protect Live Dream - into its software.
REAL CLEAR CRYPTO: Revisiting How Blockchains Are Helping To Supercharge Entrepreneurship And Innovation
Blockchain technology is forcing entrepreneurship to evolve. But tokenization allows founders like Michael Kisselgof of Popcorn to take things even farther.
The Taylor Report (5/17/22)
Lighten up on ALL positions. It may be a losing proposition, but cash is king/queen. Participate in market moves BUT with smaller positions. Volatility (yes, it's still lurking) demands reduced risk.
Publisher Notes For 5/18/22
Friends, as you read this, we're taking time off to visit Yellowstone for my birthday. Another year older, (hopefully) wiser & definitely more grateful. In the meantime, we have PHENOMENAL new content for you this week addressing important market issues and so much more. READ UP!
REAL CLEAR CRYPTO: A 99-Year-Old Company Steps Into The New ‘Phygital’ World, Part 2
Will Knecht, chief strategy officer at Wendell August Forge has gound a way to provide a first of its kind opportunity for customers by introducing their annual Christmas ornament launch as an NFT.
WEALTHTECH INSIDER: Why Now Is a Crucial Time to Talk About Risk, Part 2
Financial markets are awash with risk right now, said Rick Bookstaber, founder of Fabric RQ, but one risk category that investors likely won’t have to worry about long-term is geopolitical.
The Taylor Report (5/10/22)
PANIC? WHEN MARKETS START DOWN, THE FIRST PEOPLE TO PANIC (AND SELL) ARE SMART. THE SECOND GROUP TO PANIC AND SELL COME OUT AHEAD. THE LAST TO PANIC? THAT'S WHEN YOU BUY.
Fintech Corner: Super-Charging Growth With Data and Deep Integrations
Implementing technology for growth often involves re-visiting core technology to make sure it’s still relevant to an advisor’s needs. For most of the last 45 years, a simple CRM was sufficient.
Publisher Notes For 5/10/22
The proverbial elephant in the room is, without a doubt, the deteriorating markets and we suspect this will continue to be the case for some time. We have a plethora of great insight from our thought leaders on how to address this through risk mitigation, automation, alternatives and more. READ UP!
TheALTinvestor: A Fintech That Eats Its Own Fundraising Cooking
CalTier, a disruptive fintech investment platform launched a crowd-funded investment raise, harnessing some of the very regulations it uses to bring investment opportunities to the masses to raise funds itself.