Thought Leaders

Interest rates are going to surprise many at how high they will go. Be ready. And while most investors are seeing rain clouds, i see a category 5 hurricane building. Be hedged, be aware and be careful.

Friends, Labor Day is nearly here - where did the summer go?  While we all ponder that question, the digital wealth industry marches forward with more M&A (and technology to support it), new ways to profit from capital markets and a sideways look at Fed Chair J. Powell's performance with a tongue in cheek analogy to a famous ditty from Britney Spears. READ UP!

The wealth management space is served by a lot of technology, but very little of it has been dedicated to the most impactful source of growth for businesses today: mergers and acquisitions.

The end of August is always slow and investors/traders/advisors (if they are not on vacation) are waiting for the annual Fed symposium in Jackson Hole, WY this week. Perhaps BIG news (or no news) on interest rates?

Friends, here we go back at it this week with a look at the real metrics clients should use to measure financial success, how crypto education is crucial for advisors right now and an important op-ed on an op-ed (yes you read that right) that you won't want to miss. READ UP!

By Michael Partnow My amazing wife MaryAnn is better known to many as Miss MaryAnn.  I cannot imagine how...

Biggest news of the week?  BlackRock entered into a partnership with Coinbase to be able to offer BlackRock clients access to BITCOIN and also announced a trust that will invest in SPOT BITCOIN. That's big.

Friends, even with summer, there is SO MUCH to catch up on in the world of digital wealth!  This week we look at two (relatively) new BTC fans, explore "What's Up with WhatsApp" and hear from a law firm helping small investment firms stand up to the SEC.  READ UP!

Over the past year, investors and their portfolios have been dealt with a blow of volatility—which is why it’s so important for financial advisors to educate their clients on the importance of staying invested.

Over the past two decades, advisors embraced education and learning as a powerful tool capable of attracting new prospects, transforming existing prospects to clients and keeping current clients engaged.