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Advisor Tech Talk (Week of 3/7/23)

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While it wasn’t the busiest week in advisor tech news, there were a few announcements with major repercussions for the financial...

REAL CLEAR CRYPTO: Crypto Basics – What are Smart Contracts?

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Smart contracts use bitcoin’s blockchain technology to create immutable chains of transactions that cannot be reversed or disputed. This allows parties to trust each other without third-party intermediaries.

Publisher Notes For 2/21/23

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Friends, in celebrating President's Day this week, it's interesting to note that Washington (along with Hamilton) arguably created the original American fintech - the Bank of the United States. Fascinating! In the meantime, READ UP!

REAL CLEAR CRYPTO: “Green” Bitcoins & How Crypto Can Support Environmental Sustainability

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As concerns surrounding Bitcoin’s energy usage remain pervasive, crypto’s multi-feature utility shows that it has the potential to help countries reach their climate goals faster.

Advisor Tech Talk (Week of 2/21/23)

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In advisor tech news this week, we have a couple of product launches, some research, and some new faces promoted to...

The Taylor Market Report (2/14/23)

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Remember the rock song "I fought the law and the law won?" How about........"I fought the Fed and the Fed won." Don't fight the Fed. They are taking money out of the system.

BACK OFFICE HEROES: Setting Expectations: What RIAs Need to Know for the Next 5...

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The best way for wealth management businesses to approach cybersecurity issues is by investing in intelligent, automated digital platforms to help aggregate, store, and parse customer and trade data.

Dazed & Confused: Balloon, Unemployment & Inflation Confound

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Maybe the title should be 'Dazed and TOTALLY Confused.' Of course the title came from the 1993 movie of the same name and the movie...

Top 5 VC Deals of the Week in Fintech (2/7/23)

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By Teresa Leno The generative AI gold rush is on! Last week the world (or at least the U.S.) woke up to...

The Future of TAMPs in 2023 and Beyond

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As the wealth management industry continues to evolve, some of its high-profile stalwarts – Turnkey Asset Management Platforms (TAMPs) – are facing challenges on...