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Bill Taylor

The Taylor Report (1/11/22)

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BIGGEST "GIGGLE" OF 2022 SO FAR? FED CHAIR POWELL TESTIFIED TODAY THE FED WOULD NOT LET INFLATION TAKE ROOT. AND, HE SAID IT WITH A STRAIGHT FACE.

Could Tokenization Save “The One?”

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"The One" sits on 3.8 acres, its elevated position allows for 360-degree views of the Pacific Ocean, downtown Los Angeles, and the San Gabriel Mountains. The main home is surrounded on three sides by a moat (but no alligators) and spans 105,000 square feet—the master bedroom alone is 5,500 square feet and has a patio with a swimming pool and hot tub that overlook the city.

Publisher Notes For 1/12/22

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Greetings Fintech Friends! This week we dive into the long term market implications of real estate tokenization, hear from one more group of fintech C-suites in the last of our "2022 Predictions in Digital Wealth" series & reflect on why being the FIRST in fintech adoption isn't always the BEST place to be. Read up!

Advisor Tech Talk: 1/11/22

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This week, advisors are strengthening their lead generation capabilities, looking to fintech and holistic distribution solutions, making acquisitions and more. Meanwhile, it’s getting easier for financial institutions to access cryptocurrencies thanks to tech innovation. 
Mustapha Baasiri

WEALTHTECH INSIDER Four Ways to Upgrade Your Client Experience

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To create the kind of wealth management experience your clients expect, you need a well-thought-out strategy that includes four critical components

2022 Predictions in Digital Wealth from the C-Suite, Part 3

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We're now WELL into 2022 (all of 10 days as we write this!) and have had the benefit of having literally DOZENS of fintech entrepreneurs and C-suite executives volunteer to share their insights with Digital Wealth News on the coming year's trends in fintech and digital wealth

The Week in Digital Wealth (1/11/22)

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Discussions between the U.S. and Moscow could lead to sanctions on Russia targeting the financial and tech sectors. Meanwhile, the CEO of a major tech company has decided if you can’t beat them, join them in fintech.

Concourse Securities Selects SmartAsset’s Lead Gen Platform

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"[SmartAsset’s platform] is a huge benefit to our hundreds of financial professionals and will help take their practice to the next level," Libet Anderson, President, Investment Solutions, Concourse Securities, said in a statement.

AI ILLUMINATIONS: Only Fools Rush In – Why Fintech First Movers No Longer Have...

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Advisors are surrounded by a bewildering array of new technologies and ideas purporting to help them grow and become more efficient, said Michael Partnow head of wealth management at JIFFY.ai

5 Ways Advisors Use CRMs Wrong

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You would have difficulty finding a financial advisor who doesn’t use some kind of client relationship management (CRM) system. Tools for organising and nurturing clients have been around for decades, but simply possessing a CRM system doesn’t equate to great client service.