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The Taylor Market Report (2/14/23)

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Remember the rock song "I fought the law and the law won?" How about........"I fought the Fed and the Fed won." Don't fight the Fed. They are taking money out of the system.

The Week in Digital Wealth (2/14/23)

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By Christopher Hamman Things appeared to have cooled down in the markets with incoming inflation numbers. The US Treasury...

Decentralized Diaries For The Week of 2/14/23

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By Christopher Hamman There were a few grey clouds on the horizon within the decentralized space, with regulatory crackdowns taking center stage. The SEC...

BACK OFFICE HEROES: Setting Expectations: What RIAs Need to Know for the Next 5...

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The best way for wealth management businesses to approach cybersecurity issues is by investing in intelligent, automated digital platforms to help aggregate, store, and parse customer and trade data.

Clients Crave Alternative Investments, Make Sure They Have Access to the Right Ones

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By Michael Nessim and Douglas Blake, Kingswood U.S. Interest in alternative investing is higher than ever, with advisors being asked more and more to include non-correlated assets in their clients’ portfolios. After years of...

The Week in Digital Wealth (2/9/23)

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By Christopher Hamman Sam Bankman-Fried was banned from contacting his prior employees at FTX & Alameda Research.  Twitter...

Decentralized Diaries For The Week of 2/7/23

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By Christopher Hamman Crypto winter is thawing out, or so it seems.  Shocking revelations showed that 86% of Tether Holdings was controlled by only...

BACK OFFICE HEROES: The Fundamentals of Client Data Gathering

The major case for going digital when it comes to client data gathering is that clients believe advisors aren’t digital enough. After all, most advisors are still working with outdated technology systems or even spreadsheets.

The Week in Digital Wealth (2/1/23)

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By Christopher Hamman The digital wealth industry has remained largely unaffected by the recent spate of tech layoffs.  The...

The Future of TAMPs in 2023 and Beyond

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As the wealth management industry continues to evolve, some of its high-profile stalwarts – Turnkey Asset Management Platforms (TAMPs) – are facing challenges on...