Home Search
aci - search results
If you're not happy with the results, please do another search
The Taylor Market Report (5/2/23)
The "mood" has changed. Reality has a way of doing that. Watch out investors/traders in equities. Next "shoe" to drop? Real estate. Commercial and residential. Lots of pain coming.
Publisher Notes For 5/2/23
Greetings from Digital Wealth News™
Friends, AS USUAL, we are loaded up with a plethora of new,...
Industry Veteran and Consultant Matt Sonnen Goes In-House at Coldstream
Pacific Northwest-based and rapidly expanding hybrid RIA Coldstream Wealth Management has a new Chief Operations Officer. The appointment of Matt Sonnen as COO is...
REAL CLEAR CRYPTO: The Ghost of Ethereum
After attending last week's blockchain conference "Consensus" in Austin, Texas, one of the key elements that struck (us) was the lack of Ethereum's presence at what used to be Ethereum's party.
The Week in Digital Wealth (5/3/23)
By Christopher Hamman
Happy new month!
Besides banking failures, the "other" big issue hovering in the air is a...
Top 5 VC Deals of the Week in Fintech (5/3/23)
As 2023 continues, there are many predictions of what may come next:
Startups will be looking for alternative means of raising cash
Sales...
Advisor Tech Talk (Week of 5/3/23)
The advice engagement category of financial advisor technology is evolving and expanding rapidly as we progress through the first half of...
The Taylor Market Report (4/25/23)
Looking ahead, financial markets seem to be looking all the way into next week. April is a distant past even if there are a few more day left. Last chance to sell BEFORE May and get out of town. Stay tuned.
Publisher Notes For 4/25/23
Friends, check out our latest "Fintech & Philosophy" zoomcast and our latest take on the old adage "Sell in May and Go Away".....READ UP! | Cindy Taylor, Publisher
Tech Focused Wealth Management Firm Atria Acquires Grove Point from Kestra
Atria Wealth Solutions, the New York City-based wealth management solutions company, remains active on the acquisition front, recently adding Grove Point Financial to its...