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The Taylor Market Report (2/28/23)

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The definition of artificial is used figuratively to describe something as being faked, phony, or contrived The definition of intelligence is....smart. So, if the quant financial programs are using AI, are they "fake smart"?

Publisher Notes For 2/28/23

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Friends, it's MARCH already, can you believe?!  This week we discuss volcanoes & bitcoin, RIA M&A and productivity suites plus smart contracts, and SO MUCH MORE! And something new today - I am the guest in the Rethink.Financial Advice Podcast, so make sure to check that out, too! READ UP!

Rethink. Financial Advice Podcast: The News Hidden Behind the Headlines featuring Cindy Taylor

Summary: What’s really going on in financial services? We’re bombarded with curated news media that is hyped and often doesn’t cover the non-promoted or unpopular...

AI ILLUMINATIONS: Countdown 3,2,1 – Take Off!

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Advisors planning to change their affiliation—be it a transition between broker-dealers, breaking away for a wirehouse or moving between RIAs—will have their work cut out for them.

Volcanoes, Bitcoin and Innovation. Remember El Salvador?

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Time sure flies by fast. Remember way back to November 2021? Bitcoin was in the lofty $60K clouds. Only a few months earlier (Sept....

Decentralized Diaries For The Week of 2/28/23

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By Christopher Hamman What a week!  SEC chair Gary Gensler finally toed the line, classifying the Altcoins as securities, with crypto lawyers coming after...

Advisor Tech Talk (Week of 2/28/23)

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What a busy week in advisor technology news, with a lot of important headlines to share. Perhaps no story was more important...

The Week in Digital Wealth (2/28/23)

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By Christopher Hamman With key inflation numbers rising, many people wonder if the US economy will rebound as...

WEALTHTECH INSIDER: How OCIO Helps Grow and Scale Your Business

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Outsourced chief investment officer solutions, or OCIOs, have been available for a while, but were often viewed as higher touch versions of turnkey-asset management platforms.

Berkshire Global Advisors FinTech Practice Sees WealthTech M&A Resuming

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The fintech sector remains fragmented, signaling a significant opportunity for mergers and acquisitions to drive efficiency and growth. Even as increased interest rates push...