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The Week in Digital Wealth (3/14/23)

By Christopher Hamman Is the US economy in a recession? This is the silent question on everyone's lips as...

Alliance160’s Amanda Teeple on Designing Alts for Retail Wealth Space

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Standing out in crowded and complex retail capital markets doesn’t happen by chance in the best of circumstances.  And for many, the current landscape...

The Taylor Market Report (2/28/23)

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The definition of artificial is used figuratively to describe something as being faked, phony, or contrived The definition of intelligence is....smart. So, if the quant financial programs are using AI, are they "fake smart"?

Rethink. Financial Advice Podcast: The News Hidden Behind the Headlines featuring Cindy Taylor

Summary: What’s really going on in financial services? We’re bombarded with curated news media that is hyped and often doesn’t cover the non-promoted or unpopular...

The Taylor Market Report (2/21/23)

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Morgan Stanley announced stocks could decline 25%, real estate sales are beginning to plunge, inflation didn't go "poof" away. The bright spot is in the bitcoin/ethereum corner

This Time It’s Different……..Again

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Famous four words. This time it's different. Those words usually "pop up" in order to justify why financial markets behave counter to common sense. Until they...

Advisor Tech Talk (Week of 2/14/23)

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Hello fellow fintechers, it was a very busy week in advisor tech news with a lot of new partnerships being announced. In...

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.

The Taylor Report (1/31/23)

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It seems celebrating a 5% inflation rate (if you don't eat, drive, live or leave the house) is really cool. IT'S NOT!  I know I've mentioned this before but, RECESSIONS ARE NOT BULLISH!

Publisher Notes For 2/1/23

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Friends, we're pleased to announce the launch of a new column to our content lineup this week - "Back Office Heroes" - with great insights for our audience on the very real benefits of digitizing and automation, a topic near and dear to our hearts. READ UP!