Home Search
se - search results
If you're not happy with the results, please do another search
Orion Adds Over 50 BlackRock Model Portfolios to Investment Platform
Wealthtech Orion Advisor Solutions has recently expanded their relationship with BlackRock, adding more than 50 new strategies from the investment juggernaut to their model portfolio basket...
The Taylor Report (2/2/21)
Simple Thoughts in Complex Markets
By Bill Taylor, Contributor/CIO-Entoro Wealth
The...
Market Democratization or A Fool’s Errand?
Remember years ago when a group called "Occupy Wall Street" set up camp on........Wall Street........and were going to "democratize" the banking industry? Remember loan decisions were going to be made by committee by wiggling their hands either up or down for approval?
Publisher Notes For 2/3/21
Welcome to our latest edition of Digital Wealth News! Last week was moving week for the Taylor household, and this week we are publishing from our new home base in Bozeman, MT. Without skipping a beat, and even despite the 2,000 mile road trip, we have one of the best editions we've produced to date. Check it out!
WEALTHTECH INSIDER: Cash Management & Lending Solutions For Advisors
Users of Omaha-based Orion Advisor Solution’s wealth management platform will now have access to cash management and lending solutions for their client thanks to a partnership with New York-based Focus Financial Partners.
Skience and BankPlus Ink Agreement to Provide Industry-Leading Skience Platform to BankPlus Financial Advisors
Skience, a leading financial services solution and consulting provider, today announced that it has finalized an agreement to provide its industry-leading platform to the wealth management division of BankPlus, a regional bank with 79 locations and more than $4.7 billion in total assets serving customers across Louisiana, Mississippi and Alabama.
Hudson Executive Investment Corp. II Announces Closing of $250 Million Initial Public Offering
Hudson Executive Investment Corp. II (the "Company") announced today that it closed its initial public offering of 25,000,000 units at a price of $10.00 per unit, including 2,500,000 units issued pursuant to the exercise by the underwriters of their over-allotment option
Fake News? From the Treasury?
Speaking recently at a Senate Finance Committee hearing, Dr .Yellen commented; “I think many (cryptocurrencies) are used, at least in a transaction sense, mainly for illicit financing. And I think we really need to examine ways in which we can curtail their use, and make sure that anti-money laundering doesn't occur through those channels.” Now if you buy into that line of thinking you may be very surprised to know that the data just does not support Dr. Y's comments (and Daffy didn't win an Academy Award).
Driving Client Engagement On Social Media
To become more effective social media marketers, financial advisors should embrace tools that allow them to automate content delivery...
How an Investment Group on Reddit Can Return Democracy to Stock Markets
The most stunning display of misplaced culpability was witnessed on Wall Street last week. It began when a number of small investors, congregating in a Reddit chat group, started vigorously “crowdbuying” stock in public companies - most notably: GameStop ($GME) - which they believed were undervalued and possessed abnormally high and unjustifiable short interest ratios.