Home Search
center - search results
If you're not happy with the results, please do another search
The Week in Digital Wealth (2/1/22)
Apple is in growth mode and is eyeing merchant payments in addition to the metaverse. Consumers are spending and saving money even in the face of the pandemic. Walmart’s fintech arm has joined the race for a financial super app. JPMorgan made a fintech splash in Greece.
The Taylor Report (1/25/22)
OIL IS HIGHER. INFLATION IS HEADING UP, NOT EASING. INTEREST RATES ARE BEING HELD BACK FROM DOING WHAT NEEDS TO BE DONE (STEM INFLATION). BAD OMENS.
Fintech Corner: Why Merely Adopting New Technology To Grow Your Firm Isn’t Enough
Many wealth management firms have experienced technology providers who have oversold their software’s ability to catalyze growth in both AUM and number of clients.
REAL CLEAR CRYPTO: Crypto Wallets – The Custodial Vessel For All Digital Assets
Like the wallet in your pant pocket, digital wallets have several subaccounts—like the various credit cards, debit cards, membership cards, ID’s—for each asset type.
WEALTHTECH INSIDER: How Big RIAs Are Using Technology To Scale Smart
Technology can help wealth management businesses discover operational efficiency, allowing staff to spend less time on day-to-day, repetitive tasks and more time on value-additive client-facing activities.
Advisor Tech Talk: 1/25/22
In the midst of a stock market correction, the advisor community is hiring more talent, revamping products, raising capital, partnering with portfolio management solutions, and accessing more tools to increase their value proposition to clients.
WHITEPAPER: Orion Communities – Streamlining and Scaling the Investment Management Process
Communities, Orion’s model marketplace, helps financial advisors transform the way they personalize portfolios with unprecedented access...
The Taylor Report (1/18/22)
IT APPEARS THAT BITCOIN AND ETH ARE NOT CURRENTLY ON ANYONE'S "TO DO LIST." THAT IS NOT ALL BAD. WHEN NOBODY IS LOOKING, THAT'S TIME TO TAKE NOTICE.
REAL CLEAR CRYPTO: Why 2022 May Be The Year The Good Guys Win The...
Robert Grant, CEO of Crown Sterling, Grant describes data as the most valuable asset in the world, but today it’s an asset that renders little or no value to most of its creators.
The Taylor Report (1/11/22)
BIGGEST "GIGGLE" OF 2022 SO FAR? FED CHAIR POWELL TESTIFIED TODAY THE FED WOULD NOT LET INFLATION TAKE ROOT. AND, HE SAID IT WITH A STRAIGHT FACE.