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Advisor Tech Talk (10/4/22)

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By Christopher Robbins This week in advisor technology, AdvisorEngine launched new data visualization dashboards, while Cambridge announced new digital retirement-oriented marketing solutions...

The Taylor Report (9/27/22)

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The end of the third quarter is Friday and there is CHAOS globally. I have been pointing out for months that inflation was NOT transitory, interest rates were going to spike higher, there IS a recession (global?) coming and financial markets ARE in a bear market.  No surprises here.

Advisor Tech Talk (9/27/22)

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By Christopher Robbins So much has happened in 2022 that we were almost allowed to forget it is hurricane season in the...

Top 5 VC Deals of the Week in Digital Wealth (9/27/22)

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The past week was herky jerky (I always have to look up the spelling of that) in...

REAL CLEAR CRYPTO: A Turning Point In The NFT Market And An Opportunity For...

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While the prices of most NFTs have declined as investor appetite for risk assets waned, there has been a lot of activity in the development of new NFT projects and communities.

The Taylor Report (9/20/22)

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Investors are beginning to realize the Fed is serious in its inflation fight. Recession is inevitable. Financial markets went up when central banks "printed" money. They are now taking money away, so markets go down.

The Week in Digital Wealth (9/20/22)

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By Christopher Robbins It was a wild week in financial markets, and a wild week in digital wealth....
NEWS BRIEF 3 Industry

Orion Advisor Solutions’ Inaugural Mind and the Market Investor Sentiment Survey Released

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OMAHA, Neb., September 19, 2022 – Orion Advisor Solutions’ inaugural Mind and the Market Investor Sentiment Survey reveals that 66% of investors have a...

AI ILLUMINATIONS: If You Build It, Who Will Come? Part 2

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User and client expectations around technology have changed in recent years, especially as a larger chunk of the population has started managing their financial lives online and via apps.

The Taylor Report (9/13/22)

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I have been "yelling" this for months....."interest rates are going up much higher than anyone expects and inflation is not subsiding anytime soon".....expecting differently is like expecting the tooth fairy to pay a visit.