WEALTHTECH INSIDER: Orion Focusing on Helping Advisors Address The ‘Investor Problem’

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Over the past two years, change has accelerated within the financial and technology industries, and Orion has pivoted to keep up, helping advisors solving investment problems & addressing issues with the end-investors.
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REAL CLEAR CRYPTO: When It Comes To Investing In Crypto, Advisors Might Want To...

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Thanks to a clearing regulatory picture and continued mainstream adoption, there are now several ways for advisors to work with cryptocurrencies on behalf of their clients.

Fintech Corner: How the CRM Is the First Step to RIA Digital Asset Adoption

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RIAs oversee more than $97 trillion in AUM, and while that is an eye-popping amount, it could grow even larger if advisors started to attract more of the digital asset pie.

The Taylor Report (2/15/22)

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INFLATION CONTINUES TO EXPLODE HIGHER (LIKE PRODUCER PRICES TODAY), INTEREST RATES HOLDING STEADY (FOR NOW) AND MARKETS ARE YAWNING. GOTTA FEEL SOMETHING'S COMING.

Publisher Notes For 2/16/22

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This week we dive deeper into NFT investing, revisit the BTC vs GOLD argument yet again (because it's back in the lexicon yet again), and review how geopolitical politics are affecting crypto prices and more. Read up!

REAL CLEAR CRYPTO: Why Digital Assets Are An Opportunity Worth Waiting—And Working–For

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David Gamble didn’t see himself in the financial industry, let alone in the digital assets space but in 2014, while serving as a research intern for a U.S. Department of Energy project, he began to learn about crypto.

WEALTHTECH INSIDER: Risk – The Discussion Every Advisor Needs to Have with a...

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Financial advisors & investors already know that risk is integral to creating a well-functioning investment portfolio for their clients—but chances are good that clients have a completely different perspective on risk.

Fintech Luminaries – Meet Sabrina Bailey of Refinitiv, an LSEG business

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For our latest Fintech Luminaries feature, we'd like you to meet Sabrina Bailey of Refinitiv, an LSEG (London Stock Exchange Group) business, one of the world’s largest providers of financial markets data and infrastructure, serving over 180,000 wealth advisors and connecting over 5 million investors globally.

The Taylor Report (2/8/22)

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INFLATION...CPI THIS WEEK & BE PREPARED FOR A NASTY NUMBER. INFLATION IS GOING UP FASTER THAN ANYONE EXPECTS. THE FED IS NOT ONLY BEHIND THE CURVE, THEY DON'T EVEN RECOGNIZE THE CURVE.

Publisher Notes For 2/9/22

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This week we're excited to launch a new column, "MARKET INNOVATION," reviewing the technology and history of trading and markets written by industry veteran Rob McHeffey (who everyone seems to know-he's the Kevin Bacon of finance). We also look at the MASSIVE crypto presence in this year's Super Bowl. Read up!