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The Week in Digital Wealth (10/11/22)

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By Christopher Robbins This was a very busy week in digital wealth. In the banking world, BankiFi took...

The Taylor Report (10/4/22)

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Continuing to believe inflation is "over" & the Fed will ease off on raising rates is like banking on the tooth fairy to come every night. You will run out of teeth pretty quickly.

Publisher Notes For 10/5/22

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Friends, no matter whether the markets are UP or DOWN, we continue to see major deals and huge movement in the digital wealth sector in all categories.  This week is no exception and we've got the news for you.  READ UP!

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...

Top 5 VC Deals of the Week in Digital Wealth (10/4/22)

Here we go with a fresh look at the past week's largest venture capital deals in fintech...

AI ILLUMINATIONS: It’s Time To Automate Your Wealth Management Firm – But Where Do...

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Financial advisors and their staff want to focus on three areas within their businesses for automation: servicing existing clients, prospecting and growing the firm through hiring, recruiting and acquisition.

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.

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 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.

Clarity for Crypto? Finally?

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For real? A definitive decision on regulating cryptoassets? It sure looks like it. Just last Thursday, in a big surprise, Securities and Exchange Commission...