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The Taylor Report (1/26/21)
Simple Thoughts in Complex Markets
By Bill Taylor, Contributor/CIO-Entoro Wealth
The...
Publisher Notes For 1/27/21
Today is a big day for the Taylor household. We embark on a new chapter of our life - leaving the southern charm of Atlanta for the majestic, wild beauty of Montana on a 2,000 mile road trip with our 15-year old kitty in the back seat. Next week, Digital Wealth News will officially come to you from Bozeman! Getting the long undies ready! In the meantime, we have another great line up of content for you this week. Check it out!
The Grail with Keith Gregg (1/27/21)
Independence means freedom from outside control. However, it's not without outside influences or competitive forces. Today, there are well over 300,000 independent financial advisors and RAs. In fact, there are more independent business owners in financial services than there are employee advisors.
Fintech Luminaries – Meet Aaron Klein of Riskalyze
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth and blockchain ecosystems. For the next feature in this series, we’d like you to meet Aaron Klein, Co-Founder and CEO of Riskalyze.
Rellevate and Richard Petty Announce the Richard Petty Icon Gift and Reward Cards
Rellevate, Inc., a fintech company dedicated to empowering consumers through leading-edge financial and payment services, announced today a multi-year licensing and distribution agreement with Richard Petty. The partnership will allow fans to buy gift and reward cards depicting Richard Petty, “The King,” an American icon. Petty is the winningest driver in the history of the National Association for Stock Car Auto Racing (NASCAR).
Columbia Threadneedle Investments Selects Partners for Boston-based FinTech Start-up Accelerator Program
Columbia Threadneedle Investments today announced the selection of three innovative fintech start-ups as its partners in 2021’s MassChallenge FinTech accelerator program. By partnering with these firms, Columbia Threadneedle and its parent company, Ameriprise Financial, hope to harness new technologies in the areas of data analysis, data privacy and security, and digital client experiences.
A Quick Synopsis on How and Why Bitcoin is in the News
Bitcoin IS in the news and probably everyone knows roughly where the price is, too (the ones that don't probably DO know all Tom Brady's career statistics, though).
Chalice Network™ Announces Launch of Chalice CaresRX Prescription Drug Savings Platform
Chalice Network proudly announces the launch of Chalice CaresRX, a prescription drug savings platform, complete with app, that allows members to save up to 80% on prescribed medications. The service is 100% free to members and is accepted at over 35,000 pharmacies including CVS, Rite Aid, Walgreens and Walmart. Chalice CaresRX offers members, their families, employees and clients an affordable, convenient and pain-free means of obtaining their much needed medications.
Fintech Luminaries – Meet Pierce Crosby of TradingView
For the next feature in this series, we’d like you to meet Pierce Crosby, General Manager of TradingView, which states it is the world’s largest marketplace for investment ideas, financial information, charting, and data visualization.
Tips for Selecting Essential Tools to Optimize Your Tech Stack
A fully integrated tech stack is the backbone of any financial services firm that wants to effectively communicate with clients and grow AUM. Unlike spreadsheets of the past, an integrated tech stack enables efficiencies, automate processes and eliminate duplication of efforts.