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The Taylor Report (12/6/22)

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One more "shoe" to drop? Real estate. I know, gotta get that house now, right? Ah, no. Be ready, be smart and be prepared. Bear markets can (and will) get very nasty.

Publisher Notes For 12/7/22

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Friends, this week we learn about "Modern Government Management Theory", introduce a powerful new podcast series covering the advisor space and trends, and offer more industry news coverage of crypto, wealthtech and digital wealth. READ UP!

AI ILLUMINATIONS: Applying the Learning from Reading The Tortoise and the Hare

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There’s always a risk of being too slow, and not adopting technology or innovating quickly enough. But in the latest series of innovations offered to financial advisors, the first product might not be the best.

Advisor Tech Talk (12/6/22)

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By Chris Robbins Today in advisor tech news we have appointments and hires at Broadridge and its AI subsidiary, LTX. Compliance tech Smarsh...

The Week in Digital Wealth (12/6/22)

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By Chris Robbins Thanksgiving didn’t slow the always busy activity in digital wealth this week. In crypto, one...

REAL CLEAR CRYPTO: Time Is Now For Advisors To Learn Crypto, Blockchain

The wealth management space is late to the blockchain discussion. Crypto enthusiasts have been talking about the technology for over a decade, mostly among themselves, and have developed their own language.

Top 5 VC Deals of the Week in Digital Wealth (12/06/22)

Friends, for those of you who celebrated Thanksgiving in the US, we hope you had a beautiful time with family and...

Wealthtech Executive Moves

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The week after Thanksgiving brought several high-profile executive announcements across the fintech and wealthtech spaces. Smarsh, the digital communications content-focused regtech enterprise, continues to expand...

Decentralized Diaries For The Week of 12/6/22

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By Christopher Hamman What a week! Bitcoin prices slightly reclaimed lost territory. The bulls believed that the sought-after silver lining had finally arrived.  Embattled FTX...

The Taylor Report (11/29/22)

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EAR SANTA, I HAVE BEEN GOOD (AND BULLISH) ALL YEAR.  WILL YOU BRING ME A NEW BULL MARKET?  CAN YOU MAKE INFLATION GO AWAY?  WILL YOU MAKE THE FED STOP RAISING INTEREST RATES?  CAN YOU MAKE GOLD BE VIABLE AGAIN?