The Taylor Report (11/01/22)
To be sure, interest rates are beginning to "pinch." Markets seem to think the FED will "flinch" and back off raising rates. That does NOT mean they will come down.
Publisher Notes For 11/2/22
Friends, this week in digital wealth brings us news of a new Ethereum directive at Google, a look at the future of decentralized media, an exploration of the importance of data to FAs and a deep dive into how Reddit is changing crypto markets….. READ UP!
FINTECH CORNER: Adopting the Best Technology to Scale Your Business to the Next Level
As wealth management firms grow their businesses, they need to achieve scale in order to maximize efficiencies and minimize expenses. Adopting the proper technology plays a central role in that transformation.
REAL CLEAR CRYPTO: Reddit Users Find Their Way to Crypto
Wall Street’s first encounter with the Reddit community led to some very interesting action in the market. GameStop (GME) and movie giant AMC were the first two companies that this community forever changed.
The Taylor Report (10/25/22)
The 4th quarter is off to a good start and Halloween is only a few days away. Looks like the bear market in Bitcoin, ETH, Equities and Gold(?) have decided to go out trick-or-treating as a bull.
Publisher Notes For 10/25/22
Friends, are we there yet? Probably nothing. Look before you leap! Our content has many important colloquialisms this week warning you to pay attention to important signals in inflation, crypto trends, business automation and more. READ UP!
FINTECH CORNER: The Importance of Personalization in WealthTech
Implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients, said Lindsey Hanson, head of client success at Practifi.
REAL CLEAR CRYPTO: Visa Partners With Crypto Brokerage FTX, Probably Nothing…
Visa announced over the weekend that they have partnered with the largest private crypto brokerage FTX in a move that will enable banks and merchants in the Visa network offer crypto related services.
WEALTHTECH INSIDER: New Marketing Rules – What CCOs Need To Do Now
In December 2020, the SEC announced the first substantive overhaul to Rule 206(4)-1 under the Investment Advisors Act in nearly 60 years. The new marketing rules change everything.
The Taylor Report (10/18/22)
THE VERY WORST THING A BEAR MARKET DOES IS WEAR YOU DOWN. VOLUME DRYS UP, LACK OF INTEREST IN MARKETS BECOMES PREVALENT UNTIL YOU CAN'T TAKE ANY MORE. NOT MANY PEOPLE HAVE SEEN THIS BEFORE. BUT, HERE YOU ARE.