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Advisor Group’s Peter Clemson Intensifies Focus on Digitization of Service Experience

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The speed at which technology continues to revolutionize the advisor experience has many around the industry sprinting to catch up in what is sure to be a years-long marathon to improve the platforms, tools and solutions professionals use to serve their clients.

The Week in Digital Wealth (2/15/22)

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This week we cover much-awaited CPI index data, Russia/Ukraine tensions and effects on crypto markets, EU turmoil and more crypto bans, with blockchain providing new uses cases for tracking down criminals. More growing pains for Binance, what increased volatility means for fintech M&A in 2022. Silicon Valley execs are leaving for Web3, Crypto is headed to Uber, and a shakeout looming for smaller, for-profit mining groups.

The Taylor Report (6/29/21)

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BITCOIN and ETH have bottomed...........GOLD is dead (I lowered it to neutral as noted above)..........BITCOIN is back above $35K AND back above the DJIA......ETH is back above $2IK.......and S&P 500 (yadda, yadda yadda) hits new highs (again)

A Quick Synopsis on How and Why Bitcoin is in the News

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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).

WEALTHTECH INSIDER: Five Reasons Why Planning Goals Fail

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Millions of people have started off the new year with a commitment to make 2021 different. This is the year that you and your clients are going to eat right, exercise, save more, and start that business.

WEALTHTECH INSIDER: One of the Three Pillars of Success – Achieve

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In previous Wealthtech Insider columns, I've defined three pillars of success between advisors and clients. Today, let's build the final pillar: Achieve...