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Are We There Yet?
Classic. A long trip is planned. Everyone is high on the anticipated destination, even while knowing it will take time to reach. And sure...
Advisor Tech Talk (10/25/22)
By Cindy Taylor
Friends, we're again filling in for our lead writer this week, who has now lost a beloved family member. ...
REAL CLEAR CRYPTO: Visa Partners With Crypto Brokerage FTX, Probably Nothing…
Visa announced over the weekend that they have partnered with the largest private crypto brokerage FTX in a move that will enable banks and merchants in the Visa network offer crypto related services.
WEALTHTECH INSIDER: New Marketing Rules – What CCOs Need To Do Now
In December 2020, the SEC announced the first substantive overhaul to Rule 206(4)-1 under the Investment Advisors Act in nearly 60 years. The new marketing rules change everything.
The Week in Digital Wealth (10/25/22)
By Christopher Hamman
It’s been quite the week in the fintech sector!
Goldman Sachs and Qontigo deepened their collaborations.
Friendly...
Orion Ascent, the Flagship National Advisor Conference, Announces Initial Agenda and Registration Details
OMAHA, Neb., Oct. 20, 2022 – Orion Advisor Solutions today unveiled the initial three-day agenda and speaker line-up for Orion Ascent 2023, the financial...
Rethink. Financial Advice Podcast: Are Financial Professionals Stuck Between Self Interest and Best Interest...
Amit Dogra is nothing if he isn’t passionate! For Amit’s early days at HighTower to now running TruIndependence he’s had an interesting journey that’s...
The Taylor Report (10/18/22)
THE VERY WORST THING A BEAR MARKET DOES IS WEAR YOU DOWN. VOLUME DRYS UP, LACK OF INTEREST IN MARKETS BECOMES PREVALENT UNTIL YOU CAN'T TAKE ANY MORE. NOT MANY PEOPLE HAVE SEEN THIS BEFORE. BUT, HERE YOU ARE.
Publisher Notes For 10/18/22
Friends, we're back at it with more original content for the week, including a deep dive into the future of Web3, an op-ed on who is regulating the regulators, and a deep dive into "fintok" (yes, that's spelled correctly) and why it matters. READ UP!
Advisor Tech Talk (10/18/22)
By Cindy Taylor
Friends, our normal writer for this column is attending to pressing family matters this week, so yours truly is...