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Publisher Notes For 5/5/21

Friends, today we have a great new podcast that will help RIAs better capitalize on crypto, we delve into a new data offering for institutional investors and poke a little fun at Janet Yellen for good measure, plus much more. Check it out!

The Taylor Report (5/4/21)

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The CME Group introduced micro BITCOIN futures Sunday evening (1/10 the size) and within one day (today is Tuesday) volume has already surpassed the BIG futures.......could be a lot of selling in the BIG futures and buying the micro futures(??)

Don’t Worry ‘Bout a Thing. Yeah Mon. Janet Yellen’s Weekend Message.

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Speaking last weekend on NBC's "Meet the Press," Treasury Secretary Janet Yellen ("J-Yell") downplayed any fears that government spending trillions of dollars will lead to inflation. Whew! Nothing better than hearing the calming re-assurance from the Washington. Move along, nothing to see here.

WEALTHTECH INSIDER: Building Trust – 3 Ways To Influence Clients To Take Your Financial...

The role of an advisor has shifted rapidly in recent years. Investors no longer approach them to “beat the market” or to perform the kind of stand-alone asset management that has quickly become commoditized in our industry. Now, our clients need our help to get them to their financial goals.
Press Release 1

Orion Teams With FeeX For Management of Held-Away Assets

Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, has partnered with FeeX to clear a path for advisors to efficiently manage and trade held-away accounts.
Press Release 2

New Thomson Reuters Marketplace Selects iComplyKYC as a Digital Identity and KYC Partner

iComply Investor Services (“iComply”), a global compliance software provider, is announcing that the company has partnered with Thomson Reuters to distribute its iComplyKYC platform through the Thomson Reuters Marketplace.

Fintech Corner (5/5/21)

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Over the past two decades as clients and the financial industry itself shifted online, advisors embraced education and learning as a powerful tool capable of attracting new prospects, transforming existing prospects to clients and keeping current clients engaged

Research Shows Strong Revenue Growth for Advisors Embracing Digital Marketing During Pandemic

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After a year in which digital communications took center stage in enabling financial advisors to stay connected with clients and prospects, Advisor Group has announced new internal reporting on the results achieved by users of its MyCMO digital marketing platform.

Top 5 VC Deals of the Week in Digital Wealth (5/5/21)

We're back into stratosphere territory, with the top fintech deal of the week topping a jaw-dropping $600M and the second at $300M.

Fidelity Rolls out Sherlock Crypto Data Offering for Institutional Investors

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For those of you who haven't gone out to fund-raise to this sector, let me share a little about it with you. You come to an institutional investor with a new strategy - backtested and perhaps even running money currently. They then look at you and ask for a series of greeks on the strategy - deltas, alphas, betas - god knows what else - and then tell you they need you to have a 3 year live track record and at least $200M in AUM before they can continue the discussion.