The Taylor Report (12/27/22)
I have made the point over the years that EVERY new year's financial market prediction is.........worthless. But, since they're usually free you can't lose anything, so…
I have made the point over the years that EVERY new year's financial market prediction is.........worthless. But, since they're usually free you can't lose anything, so…
Happy New Year! Friends, while 2022 has been a wild ride, it's still been a great year & we're ever optimistic that the NEW YEAR will be an even greater one! Wishing yo…
The verdict is in. 2022 is guilty on all counts of being a bear market. Interest rates went higher then expected (surprise?), inflation wasn't transitory (double surp…
As we wrap up what has been an absolutely AMAZING year for Digital Wealth News, we thought it would be fun to take a look back at the top posts, in order of pageviews, o…
By Chris Robbins It was a slow holiday week in the wealth tech sector, but a busy week in fintech in general. Technology doesn’t observe holidays, the ongoing march of…
Having previously said that he’s “not a fan” of Bitcoin, Trump seems fine with using Bitcoin’s technology for the creation of an equally ephemeral but profitable web3 co…
A good technology partner is always thinking ahead, so that wealth management firms can focus more on thinking about what’s next for their clients.
By Michael Nessim and Val Peters Rayevskiy Financial advisors will always consider changing firms to better their situations – even during the worst market conditions…
By Christopher Hamman The holiday week started with quite a bit of drama. Sam Bankman-Fried was extradited to the US, with a New York court allowing him to make bail…
Don't worry, the Fed has a handle on inflation. Don't worry, regulators will make sure your crypto investments will be safe. Don't worry, the government is ready to…
Friends, wishing you a beautiful season with family & friends! While you bask in the holiday glow, we have new content on calculating ROI on automation, where crypto is…
By Chris Robbins This week in advisor tech news we have several announcements with the promise to change the wealthtech landscape. Morningstar is launching a new annui…