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Advisor Tech Talk (4/12/22)

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Have we reached peak fintech? Last week was full of fintech and wealthtech headlines, but...
NEWS BRIEF 2

Smarsh Enables Enterprise Organizations to Unlock More Compliance Capabilities for Zoom Meetings

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PORTLAND, Ore., April 4, 2022 /PRNewswire/ -- Smarsh®, enabling organizations to manage the risk and uncover the value within their communications data,...

The Taylor Report (4/5/22)

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Let's be straight; there is nothing new. War? Yawn. Inflation? Yawn. Pandemic? Yawn. Oh, 30 year mortgage rates just topped 5%....first time since 2013. That's new. Markets are very VERY quiet.

Publisher Notes For 4/6/22

Friends, while many folks have kids home for Spring Break, the news in the digital wealth sector just keeps rollling on.  This week we explore the many facets of real estate tokenization, hear from hedgie John Sarson on the geopolitical implications of crypto & blockchain and review new investing megatrends, plus more.  READ UP!  

Advisor Tech Talk (4/5/22)

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It’s ten days until the tax deadline and I haven’t even started. That’s an old...

Where Should You Start Your Intelligent Automation Journey?

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As a highly customer-oriented industry, banking, financial services, and insurance (BFSI) has always been a prime candidate for digital transformation. COVID-19 catalyzed the adoption of digital technologies in this otherwise conservative sector, says Deloitte in their 2021 banking and capital markets outlook.

EPISODE 56: How the Geopolitical Implications of Cryptocurrencies Affect Investment Strategy

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DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

The Taylor Report (3/29/22)

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IT'S THE END OF THE FIRST QUARTER OF THE YEAR. FULL SCALE "WINDOW DRESSING" IS ON. FUNDS MARKING PORTFOLIO PERFORMANCE A HUGE REASON FOR THE EQUITY RALLY.

Publisher Notes For 3/29/22

Friends, heard of the Bored Ape Yacht Club yet?  If not, you need to get educated as the firm behind the wildly popular NFT series just nabbed $450M in venture capital. This week we also look at the "new normal" in markets, meet a former FA who's moved to a crypto fund and review the SEC's new cybersecurity rules, plus more.  READ UP!  | Cindy Taylor, Publisher READ UP!  | Cindy Taylor, Publisher
NEWS BRIEF 2

Sarson Funds is officially recognized as a Top Performer in the 2022 Investors Choice...

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INDIANAPOLIS, IN – Sarson Funds is pleased to announce that they have received the Investor’s Choice award in...