WEALTHTECH INSIDER: 3 Surprises From Orion’s Tax Management Survey

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There is a growing disconnect between what investors want from their advisors, and how advisors feel they should use their time. Recently, Orion surveyed both groups to uncover potential opportunities for advisors.

Fintech Luminaries – Meet Brad Roth of THOR Financial Technologies

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For our latest FINTECH LUMINARIES feature, we'd like you to meet Brad Roth of THOR Financial Technologies, which provides solutions that enables advisors to deploy their client portfolios in a more intelligent way with a main focus on managing risk.

Publisher Notes For 11/23/21

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Greetings from Digital Wealth News™ ! This Thanksgiving week we have a new Fintech Luminaries post for your and review the mass institutional adoption of crypto. We finish up on a playful note with a humorous post featuring noted blockchain entrepreneur T. Gobble of FinTurk Farms - a must read!! Wishing you and yours a beautiful holiday! | Cindy Taylor, Publisher
Bill Taylor

The Taylor Report (11/16/21)

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It's possible there is a HUGE psychological mood change going on....the passage of the $1.25T infrastructure bill is spooking investors...there is uncertainty over what exactly is in the bill concerning crypto taxes

Publisher Notes For 11/16/21

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Hello Fintech Friends! This week we explore the intersection of gaming, finance and media, review the increasing role BTC is playing in Latin American economies, and review the week's top VC deals in the fintech sector and more. Read up! Cindy Taylor, Publisher

REAL CLEAR CRYPTO: DeFi Popcorn Enables Digital Assets to Work For The Common Good—And...

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For many, ESG and digital asset investing are miles apart, with cryptocurrencies in particular being too dirty, too anonymous and too out of reach to be a force for good.

WEALTHTECH INSIDER: Orion Tax Pulse Survey – Client Expectations for Tax-Smart Advice are Underestimated...

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A recent survey commissioned by Orion Advisor Solutions found that nearly 80% of investors believe their advisors should be focused on minimizing their tax obligations
Bill Taylor

The Taylor Report (11/9/21)

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THERE ARE FEWER AND FEWER PLACES TO INVEST. THE BEST SAFE HAVEN AND STORE OF VALUE IS BITCOIN. THERE IS A CAP ON HOW MANY (21M) WILL EVER BE CREATED. WHAT ELSE CAN SAY THAT?

Publisher Notes For 11/9/21

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Hello Fintech Friends! This week we explore how financial advisors are leveraging digital transformation, hear a powerful op-ed on how the Budget Reconciliation Bill could harm several sectors of the market, including blockchain innovation, and report on the latest Initial Public Offering in the fintech sector plus more. READ UP!!

WEALTHTECH INSIDER How Timing And Tax Management Fit Into The Bigger Picture For Your...

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When advisors look for ways to reduce their clients’ tax exposure, they establish exactly why a financial professional’s guidance is so valuable. Over time, finance has only become more complicated.