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How RIAs Can Simplify Compliance With Software

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Let’s start by exploring some of the common compliance challenges faced by RIAs. It is these challenges that dedicated software needs to help address, so that RIAs can focus on delighting their clients and growing their businesses.
Press Release 1

Digital Homeownership Platform Better to Become a Publicly-Listed Company via Merger with Aurora Acquisition...

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Better HoldCo, Inc.(“Better” or the “Company”), one of the fastest-growing digital homeownership platforms in the U.S., and Aurora Acquisition Corp. (NASDAQ: AURC) (“Aurora”), a special purpose acquisition company, which closed its initial public offering on March 8, 2021, today announced that they have entered into a definitive merger agreement that will transform Better into a publicly-listed company.

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.

DWealth Muse Podcast Series: Episode 10 – How RIAs are Helping Clients Capitalize...

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

The Taylor Report (4/27/21)

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Be cautious. The SEC has a new Chairman (Gary Gensler) so expect new regulatory oversight........Should be good, and welcome, but the uncertainty is overhanging..........a BITCOIN ETF?....odds are good but what will be the "rules?"

The Taylor Report (4/13/21)

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What's new? Lets start with one word.....COINBASE......the public offering of Coinbase happens on Wednesday. That's the BIG news of the week and certainly sets the tone for BITCOIN.

PitchBook’s Institutional Research Group Releases Private Equity Barometer

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PitchBook, the premier data provider for the private and public equity markets, today released a new research framework, PitchBook's PE Barometer, which is a multi-factor linear regression assessing which economic and public market indicators have the greatest influence on aggregate PE returns

The Taylor Report (3/30/21)

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The first quarter of 2021 is over AND 2021's second quarter begins. BITCOIN gyrated around in the mid-$50K area and now looks to settle near the all time highs around $60K for the week/month/quarter