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AI ILLUMINATIONS: It’s Time To Automate Your Wealth Management Firm – But Where Do...

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Financial advisors and their staff want to focus on three areas within their businesses for automation: servicing existing clients, prospecting and growing the firm through hiring, recruiting and acquisition.

The Wall Street Journal & Coinbase “Have Words” …. Whose Right?

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A difference of definition. When is proprietary trading not proprietary trading? It seems the venerable Wall Street Journal defines the practice one way and...

REAL CLEAR CRYPTO: A Turning Point In The NFT Market And An Opportunity For...

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While the prices of most NFTs have declined as investor appetite for risk assets waned, there has been a lot of activity in the development of new NFT projects and communities.

Publisher Notes For 9/21/22

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Friends, Autumn arrives this week and with it, a massive rate hike from the Fed. Meanwhile, VC keeps pouring into fintech, markets in all sectors are dropping and it's a total mash-up of news. How to decipher it all, while staying informed of current industry trends? READ UP!

Too Big to Fail? Update.

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Update? Progress (?) report? Well, kind of. After running the article below at the end of just last December I thought it might be...
NEWS BRIEF 3 Industry

Orion Advisor Solutions’ Inaugural Mind and the Market Investor Sentiment Survey Released

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OMAHA, Neb., September 19, 2022 – Orion Advisor Solutions’ inaugural Mind and the Market Investor Sentiment Survey reveals that 66% of investors have a...

REAL CLEAR CRYPTO: Crypto-Curious? A Guide to Digital Asset Exposure

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Massive institutions and working-class professionals alike are demonstrating unprecedented demand for digital assets. For many, the question is how, not if, to invest in Bitcoin and other cryptocurrencies.

REAL CLEAR CRYPTO: When It Comes To Managing Crypto For Clients, Advisors Might Want...

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Especially with current market volatility, the best way for advisors to work with cryptocurrencies on behalf of their clients may be holding digital assets in professionally managed cryptocurrency accounts.

The Week in Digital Wealth (8/23/22)

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By Christopher Robbins This week in digital wealth there was a lot of activity on the margins, but...

Crypto Sector Consolidation is Underway & BTC Adoption is Flourishing in Other Countries

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Ah, crypto. Much followed and certainly debated. As everyone is aware (or, almost everyone) this year has not been kind to the...