The Taylor Report (10/5/21)

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Remember China was the big "new news" last week?.....not this week, all gone (or in remission).....with China's news banning cryptos out of the way, BITCOIN and ETH have a monster week.

Fintech Corner: Why Data-Centric Technology is Client-Centric Technology

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What was once considered a good wealth management technology stack was entirely purpose-driven—as long as the software and equipment did their work reasonably well for the practice.

Publisher Notes For 10/5/21

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Hello Fintech Friends! This week we celebrate our first anniversary at Digital Wealth News! We're so grateful to our wonderful community of readers, sponsors, and DWN team members, and we couldn't be more proud of the leading edge media platform we've created.

WEALTHTECH INSIDER: Re-frame Financial Decisions to Help Your Clients Stay on Track

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Given the myriad decisions we all face every day, it’s no wonder we end up relying on mental shortcuts, even when making high-stakes financial decisions.

REAL CLEAR CRYPTO: Why Advisors Need Crypto Education

Advisors don’t just need help with crypto education, they need to understand what is most important to learn, where they can learn it and how to parse that information to clients.

The Taylor Report (9/28/21)

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China is a mess........big firms in the property sector defaulting on bonds, now a power shortage, cracking down (again) on crypto. I really wish china would go back to making artificial Christmas trees and cat toys and stop trying to dominate the world's financial system.

Publisher Notes For 9/28/21

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Greetings Fintech Friends! This week we visit with Michael Magnan at AdvizorPro, review the technology lesson wealth firms need to learn from medicine and law and hear how retail investors are capitalizing on multi-family real estate investing through fintech platforms. READ UP!!

REAL CLEAR CRYPTO: What is Crypto and Why Does it Matter?

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Cryptocurrency has inherent key features that give enormous advantage and opportunity over regular money. It is a digital asset that utilizes computer code & blockchain technology to operate somewhat on its own.

WEALTHTECH INSIDER: Using Financial Goals To Keep Clients On Track

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Our goals, whether they are financial or otherwise, should have two foundational elements: (a) they are specific to you, meaning they have personal value for you, and (b) they are aspirational.

REAL CLEAR CRYPTO: Why Blockchain Might Save the World

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Imagine creating a valuable product, which is then taken from you & monetized without your consent. This happens to Americans every day, said Robert Grant, Chmn and CEO of Crown Sterling Ltd.