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Advisor Tech Talk (Week of 12/19/23)

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Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...

The Taylor Market Report (12/12/23)

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It's a really good bet there will be a spot Bitcoin ETF shortly. Elizabeth Warren and Gary Gensler can't stop it. But, the real news is the amount of pent up demand for Bitcoin. Huge buyers, few sellers and limited supply.
zCindy-New

DWN Publisher Notes For 12/12/23

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Friends, this week we posted our second article in our 5-part series on AI in Finance and covered chatbots.  I'll be honest - I'm the crazy lady yelling at the phone while these things ask me WAY too many irrelevant questions, but they are an important tool and will no doubt get better over time. READ UP!

Decentralized Diaries for the Week of 12/11/23

How far is too far for the cryptospace? Binance may have more issues in the months to come with unsealed filings, noting stricter monitoring by...

Advisor Tech Talk (Week of 12/11/23)

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It’s not the calm before the storm, it’s really the storm before the calm.  Yes, it’s actually been quite a year for...

WEALTHTECH INSIDER: 10 Cutting-Edge Tech Tools That Can Upgrade Your Practice, Part 1

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Orion’s experts have shared 10 next-generation upgrades to the Orion platform that will enhance the experience for investors while making advisors’ lives a lot easier.
zCindy-New

DWN Publisher Notes For 12/5/23

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Friends, this week we begin a new 5-part series on AI in Finance.  Uncomfortable with this paradigm-shifting technology?  You won't be after you educate yourself on these real-world uses for finance professionals in this series. READ UP!

REAL CLEAR CRYPTO: The Upcoming Bitcoin Catalysts are Impossible to Ignore

There are some large impending catalysts in the Bitcoin arena, notably the Bitcoin halving in April 2024 and the anticipated approval of a Bitcoin spot Exchange-Traded Fund (ETF) by the end of January 2024.

The Week in Digital Wealth (12/4/23)

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Happy new month! Just how deep does the AI rabbit hole go? Nobody knows. Every solution and product is most likely automated or has integrations. That said, Bloomberg...

Decentralized Diaries for the Week of 12/4/23

"The harder they rise, the harder they fall". At least, that's how the saying goes. The crypto space won't be the same without Changpeng Zhao. That said,...