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The Taylor Report (3/1/22)

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The markets, in a flight to safety, have cut interest rates just as the Fed was going to raise rates. Inflation is going on steroids & there will certainly be social unrest & backlash.

Top 5 VC Deals of the Week in Digital Wealth (3/1/22)

This week we have some interesting new trends in digital wealth venture capital, and really every week is...

Enhancing User Experience With Process Automation

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Implementing and managing an intelligent automation platform, which includes Machine Learning and Robotic Process Automation (RPA) powered by Artificial Intelligence (AI), can be a complex endeavor, depending on where an organization is in their automation journey.

REAL CLEAR CRYPTO: Stablecoins – To Peg or Not to Peg

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Stablecoins are an increasingly popular way for people who are looking to get into cryptocurrencies. They are a type of cryptocurrency that have their value pegged to another asset.

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.

The Taylor Report (2/22/22)

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CANADA'S SEIZING OF PROTESTORS BANK, BITCOIN AND EVEN CROWDFUNDING ACCOUNTS IS JUST PLAIN SCARY. SAME THING HERE IN U.S COMING? DOUBLE SCARY.

Publisher Notes For 2/22/22

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This week we celebrate our 50th DWealth Muse podcast with Dara Albright and guest Jahon Jamali of Sarson Funds, we take a look at the rise of the "Instividual" in our new markets history series and delve into current geopolitical influences on fintech.  Another week of fascinating posts!  Read up! | Cindy Taylor, Publisher

WEALTHTECH INSIDER: Orion Focusing on Helping Advisors Address The ‘Investor Problem’

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Over the past two years, change has accelerated within the financial and technology industries, and Orion has pivoted to keep up, helping advisors solving investment problems & addressing issues with the end-investors.
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REAL CLEAR CRYPTO: When It Comes To Investing In Crypto, Advisors Might Want To...

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Thanks to a clearing regulatory picture and continued mainstream adoption, there are now several ways for advisors to work with cryptocurrencies on behalf of their clients.