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WEALTHTECH INSIDER: How Inflation May Change the World & What Investors Can Do About...

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“Inflation is not a problem for our time, it is a problem for all time,” said Michael Ashton on a recent podcast hosted by Rusty Vanneman of Orion Portfolio Solutions.

Advisor Tech Talk (Week of 10/09/23)

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This week we have another full load of advisor tech headlines, including two from digitally oriented, fast-growing RIAs.  Edelman Financial Engines and...

The Taylor Market Report (10/3/23)

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As I have been saying for months, get out and/or get short the S&P. Only seven to ten stocks got the index where it is. The downside is going to be nasty.

Court Room Battles. Financial Markets. The Fourth Quarter Begins.

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Get ready. This is gonna be one helluva fourth quarter. Interesting? For sure. Entertaining? If you like horror movies. Scary? Yup, even Halloween won't...

Advisor Tech Talk (Week of 10/02/23)

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There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of...

REAL CLEAR CRYPTO: Private vs. Public Blockchains

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Blockchains, also known as distributed ledgers, have been a subject of intense interest for their transformative potential within business applications.

The Week in Digital Wealth (9/18/23)

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  The SEC has revealed it uses AI tools for its enforcement activities (who knew, right?). State Street has a new liquidity offering. Deloitte's "romance" with the...

WEALTHTECH INSIDER: How Advisors are Influencing Clients to Take Their Financial Advice

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The role of an advisor has shifted rapidly in recent years. Investors no longer approach them to “beat the market” or to perform stand-alone asset management that has become commoditized in our industry.

The Week in Digital Wealth (9/4/23)

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Happy New Month and Labor Day! Things quietly hummed as the markets steadied and reactions continued to trail the release of Non-Farm Payroll (NFP) data. That...

Decentralized Diaries for the Week of 8/28/23

Is the cryptospace a dark place with no scruples? A former SEC chairman seems to think so. That said, an analyst at J.P. Morgan thinks the...