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The Riskalyze Fearless Investing Summit Returns Live In-Person, Late September 2021: Event Features Industry-Best...
Riskalyze, the company that serves tens of thousands of financial advisors with risk, analytics and trading, today announced the return of its Fearless Investing Summit in Palm Springs, California, from September 29th through October 1st.
The Taylor Report (1/19/21)
After many years, I am going neutral on GOLD. I truly believe BITCOIN has replaced GOLD as a safe haven. What else is new? The U.S is just about to swear in a new President. Along with that, a new Secretary of the Treasury; former Fed Chief Janet Yellen. Hello "buckets of money."
Is Gold SO Last Millennium?
Never before in history has there been a viable replacement for gold but, alas, there is now. A young whippersnapper born of the digital age that answers to the name of Bitcoin may be putting old gold out to pasture.
LendingClub Receives Regulatory Approvals to Acquire Radius Bancorp
LendingClub Corporation (NYSE:LC), America's leading online lending marketplace connecting borrowers and investors, today announced that it has now received all the bank regulatory approvals necessary to complete its acquisition of digital bank Radius Bancorp ("Radius"). The company expects the acquisition to close on or around February 1, 2021, subject to completion or waiver of the remaining customary closing conditions.
WEALTHTECH INSIDER: Five Reasons Why Planning Goals Fail
Millions of people have started off the new year with a commitment to make 2021 different. This is the year that you and your clients are going to eat right, exercise, save more, and start that business.
Technology’s Evolving Role in Financial Advisor Transitions
As the recruiting wars among independent wealth management firms continue to heat up, Digital Wealth News caught up with Jeff Nash, Founder and CEO of BridgeMark Strategies, to discuss the evolving role of technology in financial advisor transitions from one firm to the other.
Fintech Luminaries – Meet Michael Creadon of Inveniam
For the next feature in this series, we’d like you to meet Michael Creadon, Managing Director of Inveniam, a software-as-a-service company that uses data and blockchain to derive third-party marks on private assets like commercial real estate, private equity and private credit.
WEALTHTECH INSIDER: Investment Management Is A Catalyst, Not A Commodity
With our third installment of Wealthtech Insider, I wanted to discuss the third pillar of the advisor-client journey:
Investing. For years, the lion’s share of tech advances focused on investment management, because that was what clients needed and valued...
Fintech Luminaries – Meet Sanjeev Kumar of Skience
For this installment of the Fintech Luminaries series, we'd like you to meet Sanjeev Kumar, CEO and Co-Founder of Skience, a Herndon, Va.-based provider of digital workflow solutions and consulting services. The company enables financial services and wealth management firms to transform their core business operations and reach new levels of integration and efficiency, while unlocking new growth opportunities.
The Taylor Report (1/12/21)
Do NOT tinker with what's working. Expect BTC, ETH and Gold to keep the upside momentum. Stay long all three. Expect what nobody is expecting; Stocks to go....DOWN. Short S&P 500. Prepare for 2021 to experience inflation.