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Advisor Tech Talk (7/19/22)

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By Christopher Robbins I’ve recently come into a bit of a windfall, in a...

WEALTHTECH INSIDER: Why Today’s Inflation Calls for Goals-Based Solutions

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The recent rise of inflation has certainly created new challenges for investors, said Scott Ladner of Horizon Investments, on The Weighing Machine, a podcast from Rusty Vanneman of Orion Advisor Solutions.

Advisor Tech Talk (6/28/22)

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By Christopher Robbins Values-based investing is having an interesting moment in mid-2022.

Surprise! Another Financial Crisis.

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Well, not really a surprise. The biggest surprise is that this latest financial crisis has taken so long...

Top 5 VC Deals of the Week in Digital Wealth (6/7/22)

Friends, we're back this week with a highly unusual top 5 list for the column. We...
NEWS BRIEF 2

Platform Seeking to Connect Institutional Investors, Wealth Managers with Alternative Asset Managers Now Live

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AltsAxis has announced that its Axis platform, the company's mobile-centric software offering, is now live.

Top 5 VC Deals of the Week in Digital Wealth (3/15/22)

Last week we proclaimed we saw a pullback in funding, but we should know better. We do...

The Week in Digital Wealth (3/8/22)

Russia & Ukraine updates, Visa & MasterCard cut ties with Russia, Switzerland adds sanctions and freezes Russia-owned digital assets, Yearn founder and lead Fantom developers have officially left the crypto space, and 60 new DeFi projects are headed for Cardano (ADA). Rarify aims to add value to the NFT sector, while Thetanut aims to level the playing field in crypto-related options markets. Finally, Binance bets big with its new payment venture aimed at accelerating the adoption of crypto worldwide.

MARKET DISRUPTION: The “Instividual,” Individual and The Institutional

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On trading desks of Olde, most institutional traders nicknamed agency-based retail orders as “the red headed step-child.” One may dislike the saying, but nonetheless that’s what retail flow was coined back in the day.

FREE WEBINAR: Risk Management – How to Tailor Investment Strategies

When it comes to portfolio construction, there are a variety of ways to measure risk. However there are no hard and fast rules for determining the right level of risk for an individual client, and investment and wealth managers alike need to incorporate sophisticated risk management strategies in addition to ascertaining their clients' tolerances.