REAL CLEAR CRYPTO: A Conversation with Adam Lowe of Arculus

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Recently, Adam Lowe launched Arculus, a cold-storage crypto-currency wallet which features patented three-factor NFC authentication to remove the friction that comes with every day crypto transactions.

WEALTHTECH INSIDER: Dr. Daniel Crosby On Understanding ‘Messy’ Lives & Digital Prospecting

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In the weeks ahead, I’ll be conducting a series of Q&As with Orion’s subject matter experts around the four pillars of our tech-enabled fiduciary process: Prospect – Plan – Invest – Achieve. For the first installment, I spoke with Dr. Daniel Crosby about the role behavioral psychology plays...

AI ILLUMINATIONS: Automation is Supercharging The Account Opening Process

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While the rapid advancements in financial technology will never completely replace a human Financial Advisor relationship, it is definitely changing the way wealth management firms work.

The Taylor Report-Bitcoin vs Gold vs Ethereum (5/13/19)

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By Bill Taylor, Contributor/Fintek Capital We compare the price of Bitcoin, Ethereum, & Gold,...

REAL CLEAR CRYPTO: Understanding the Risks: Why Investing in Grayscale Grantor Trusts at a...

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Let's talk about these premiums on Grayscale Grantor Trusts. In simple terms, a premium occurs when the market price of a trust unit is greater than the net asset value (NAV) of the cryptocurrency it represents.

Publisher Notes For 12/14/22

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Friends, this week we explore the REAL value of gold, bitcoin and the USD, and also delve into the value of crypto education.  We also review OCIOs and dig into the latest fintech news of the week. READ UP!

DWN Publisher Notes For 10/24/23

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Friends, is AI REALLY that smart?  We  also have a chat with Mom & Dad about crypto and dig into the SBF trial with details you won't hear on the MSM. READ UP!

Publisher Notes For 4/13/22

Friends, wishing all our friends who celebrate a joyous Easter and beautiful Passover holiday this coming week.  In the meantime, more digital wealth sector news awaits as we explore Wyoming's role in the crypto revolution, visit with the team behind Two Prime Digital Assets and review automating both marketing and overall business processes in this week's content. READ UP! 

The Taylor Report (9/22/20)

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Simple Thoughts in Complex Markets By Bill Taylor, Contributor/Entoro Wealth The...

WEALTHTECH INSIDER: What Does Scalability Look Like After A Year of Remote Service?

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As we approach the one-year mark since the onset of COVID-19, it's an opportune time to reflect on all that has changed in the financial advice industry and more importantly, what comes next.