The Taylor Report (9/21/21)
CHINA.....Evergrande.....fear of contagion.....enough "new for you?".....looks like China is undergoing a total new direction.....socialism is the new "in"......good/bad?......in the meantime, selling everything is in vogue.
Fintech Corner – Roles-Based Apps Recognized Among Best Of FinTech, Wealth Management
Earlier this month, the financial advisory & fintech industries gathered in NYC for the annual Wealthies awards highlighting the most innovative companies serving financial advisors & among the winners was Practifi.
Publisher Notes For 9/21/21
Hello Fintech Friends! This week we've added a new Op-Ed section and we have a POWERFUL one today on thwarted fintech innovation from regulators, along with a deeper dive into behavioral finance and a look at J.P. Morgan's jump across the big pond, plus more. READ UP!! Cindy Taylor, Publisher
Publisher Notes For 9/14/21
Greetings Fintech Friends! We're back at it this full week with all the news you can use in the digital wealth sector, including recent VC deals, advisor tech happenings and an interview with Sabrina Bailey of the London Stock Exchange plus more. Read up!
The Taylor Report (9/14/21)
Trading Summary Notes for Tuesday, 9/14/21: Oh, just your every so often "flash crash" in BITCOIN, ETH and the crypto sector (again? Yawn).....BITCOIN dropped to the low $40K area.
WEALTHTECH INSIDER: Three Real-World Applications of Advisor-Client Personality Tests
It’s no secret the discipline of wealth management has moved toward building relationships, understanding client goals, and the kind of work that generations past might have dismissed as “soft skills.”
Fintech Corner – Enhancing Client Experience Proves Critical for Advisors During Pandemic and Beyond
Technology that can both scale up a practice and zoom-in to offer client experience enhancements is at a premium, said, Tom Westhoff, vice president of Global Sales at Practifi.
REAL CLEAR CRYPTO: Roman DBDR Merges with CompoSecure to Debut Arculus™ in Digital Asset...
Roman DBDR Tech Acquisition Corp. (NASDAQ: DBDR) (“Roman DBDR”) is a tech acquisition company focused on partnering with young companies that seek to be leaders in the next generation of technology.
The Taylor Report (9/7/21)
Today.....Sept. 7th.....marks a historic milestone. Latin American country El Salvador has made BITCOIN legal tender.....its really BIG.....Delta variant of COVID taking its toll on economic growth.....BITCOIN trades up to $52K anticipating El Salvador's announcement.
Publisher Notes For 9/8/21
Greetings, Fintech Friends! We hope you had a wonderful Labor Day weekend! As summer draws to a close, we look back at the season's top VC deals, biggest news in the advisor tech and digital wealth sectors, plus more. Read up!