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Press Release 3

Financial Independence Group Partners with Carson Group to Provide Life Insurance, Annuities and More

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Financial Independence Group, LLC (FIG), a leading financial services conglomerate, and Carson Group, one of the fastest-growing wealth advisory firms and financial planning ecosystems in the United States, have entered a strategic partnership to power Carson Group's insurance solutions.

The Taylor Report (6/8/21)

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KEEPING SCORE; SO FAR BITCOIN IS RESPONSIBLE FOR CLIMATE POLLUTION,MONEY LAUNDERING, CRIME, RANSOMWARE, COLLAPSE OF FINANCIAL STABILITY, MARRIAGE/RELATIONSHIP PROBLEMS (OK, that's mine)....whatever.

REAL CLEAR CRYPTO: Why Every Advisor Needs To Know Their Crypto

When Jahon Jamali first learned about blockchain technology, he knew he had found something that would change the world. “We’re now at a point where I can text someone in Nigeria and have a conversation in real time, but I can’t easily send them a buck,” said Jamali. “It makes no financial sense. With blockchain, we are free of that."

The Taylor Report (5/25/21)

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Chaos......Confusion......Uncertainty. Countries, individuals and "never Bitcoiners" have all teamed up to drive (a/k/a manipulate) BITCOIN (and cryptos in general) down and have done a good job (so far).......BITCOIN touched $30K, ETH traded under $2K and other coins sank as well...........China verbally assaulting BITCOIN miners and traders (again)

WEALTHTECH INSIDER: Three Real-World Applications of Advisor-Client Personality Tests

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More advisor firms and institutions are formalizing the study of human behavior with tools like personality tests. The exact language may differ, whether it’s the DISC study categorizing people as types of birds, the Myers-Briggs Type Indicator, or the Big Five, but the desire to “know thyself” is almost as old as human knowledge itself.

Professional Wrestling is So Over. Welcome to “Bitcoin Smackdown”

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Bitcoin has seen quite a ride the last few weeks. Backing off the recent highs around $65K and then plunging to around $30K wiping out millions of dollars in investor holdings. Choreographed buying opportunity? Government plot to destroy crypto? Or, just a hell-of-a Smackdown playing by wrestling rules?

The Taylor Report (5/18/21)

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What's New? Glad you asked. LOTS & LOTS! First off, the BITCOIN, ETH and crypto market turned into the "Elon Musk Wheel of Non-Fortune Show"............BTC dropped 22%, ETH 17% and HODL's got blindsided..........GOLD perked up as money flowed out of Bitcoin...

Top 5 VC Deals of the Week in Digital Wealth (5/19/21)

We're back again today with another round of top 5 VC deals for the week in the digital wealth sector.

This week we included a few new sectors - govtech - as part of these platforms are revenue monetization by local governments, and a B2B commerce platform for the manufacturing sector, out of India. Fintech is SO cool, and SO diverse, isn't it?!!

Future Crypto Regulations Take Center Stage in Wealth Management

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Crypto is on a roll across the wealth management space, as Wall Street financial institutions, independent broker-dealers and RIA firms increasingly explore how to offer crypto-based financial products and strategies.

Practifi Named ‘High Performer’ in G2’s Spring 2021 Reports

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We’re proud to announce Practifi has won the Best Meets Requirements and High Performer badges in G2’s 2021 Spring Grid® Report for the Financial Services CRM category! This report acknowledges the top-rated solutions in the industry, as chosen by the source that matters the most: our clients.