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Advisor Tech Talk (11/29/22)

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By Chris Robbins For the week before the Thanksgiving holiday, there was a lot going on in advisor technology. Notably, Fidelity Institutional added...

REAL CLEAR CRYPTO: Answering Tough Crypto Questions From Clients

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It’s been a rocky year for crypto. If one were to look back at the most recent peak of bitcoin prices, it could be thought to coincide with a kind of peak for crypto in general in November 2021.

The Taylor Report (11/22/22)

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With the FTX drama playing out, talk about inflation, interest rates and a recession is being pushed aside. Don't get sucked into thinking those issues have passed. They have NOT.

Publisher Notes For 11/23/22

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Friends, we had our Thanksgiving early this year and we're already "turkey'd" up!  We want to wish all of you a beautiful holiday with family & friends and express our gratitude for our wonderful community here at Digital Wealth News!  In the meantime...READ UP!

WEALTHTECH INSIDER: Orion Launches Redtail Campaigns, Industry’s First CRM-Centric Marketing Suite

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Orion Advisors Solutions is taking another big step towards offering advisors and their clients a fully integrated, seamless technology experience by beefing up their automated marketing efforts.

Top 5 VC Deals of the Week in Digital Wealth (11/22/22)

Friends, it's Thanksgiving week here in the US, but AS YOU KNOW, the news NEVER stops (sometimes I SO wish it...

The Week in Digital Wealth (11/22/22)

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By Chris Robbins Oh what a week in digital wealth! In the realm of fintech and apps, State Street...

REAL CLEAR CRYPTO: Where’s the Bottom?

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This is the third time now that retail investors have been on the receiving end of a cryptocurrency exchange or centralized lender going bankrupt. Regulators have dropped the ball, clearly.
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NewEdge Advisors Appoints Former LPL Recruiting Leader President

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Parthenon Capital-backed NewEdge Advisors announced the appointment of Steve Pirigyi, a former Executive Vice President of Business Development at LPL Financial, as its new...

The Taylor Report (11/15/22)

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Even if (if) inflation moderates to, say 6%, it's still too high. Interest rates would have to be 6%+ (7.5%?) To be "normal." that's not in the market. Rates are still going up.....and staying up.