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The Taylor Market Report (4/25/23)
Looking ahead, financial markets seem to be looking all the way into next week. April is a distant past even if there are a few more day left. Last chance to sell BEFORE May and get out of town. Stay tuned.
Advisor Tech Talk (Week of 2/21/23)
In advisor tech news this week, we have a couple of product launches, some research, and some new faces promoted to...
WEALTHTECH INSIDER: 10 Cutting-Edge Tech Tools That Can Upgrade Your Practice, Part 2
A good technology partner is always thinking ahead, so that wealth management firms can focus more on thinking about what’s next for their clients.
Post-Pandemic Martech: Greater Focus on Lead Gen for Wealth Firms
Marketing technology for financial advisors and wealth management firms, which exploded in popularity during COVID-19 social distancing and remote work policies, arguably have become...
WEALTHTECH INSIDER: Orion Launches Redtail Campaigns, Industry’s First CRM-Centric Marketing Suite
Orion Advisors Solutions is taking another big step towards offering advisors and their clients a fully integrated, seamless technology experience by beefing up their automated marketing efforts.
Advisor Tech Talk (10/11/22)
By Christopher Robbins
Today in advisor technology news, we have quite a few announcements from the alternative investing world—which makes sense, as...
REAL CLEAR CRYPTO: A Turning Point In The NFT Market And An Opportunity For...
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.
REAL CLEAR CRYPTO: Blockchain Gaming Market Cap and Trading Volume Continues Growth Despite Market...
Despite the market downturn, the blockchain gaming industry appeared to show continued growth in every direction. Here are some news snippets that were intriguing despite the rise or fall of prices.
Leap Launches Full-Services Website and Digital Education Platform
The Los Angeles-based fintech and real estate investment firm Leap Analytics recently launched
its full-service website. Leap’s site includes access to free financial education resources and
information regarding its customized Home Equity Agreements (HEAs).
Top 5 VC Deals of the Week in Digital Wealth (5/24/22)
For the past several weeks, we've been seeing a reduced highwater level for VC investments in fintech -...