THOR Financial Technologies

THOR Financial Technologies

Posts by THOR Financial Technologies

Bitcoin sell-off shakes adviser confidence in crypto

Bitcoin sell-off shakes adviser confidence in crypto

By: Sean Allocca January 10, 2022 The Bitcoin sell-off last week, which sent the cryptocurrency slipping below $40,000 for the first time since September, marked one of the worst starts of the year for the digital asset and tested investor confidence in the larger crypto universe. The …

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Could These Products Tame Crypto’s Volatility Beast?

Could These Products Tame Crypto’s Volatility Beast?

By Christopher Robbins May 11, 2023 Now that advisors have several methods for accessing cryptocurrencies and other digital assets alongside and on behalf of their clients, asset managers are launching innovations to offer differentiated access to crypto. So it is with recently launch …

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Worried about inflation? Here are 6 takes for retirement portfolios

Worried about inflation? Here are 6 takes for retirement portfolios

By: Lynnley Browning Published: April 6, 2022 Panicked about inflation? A little perspective might calm things down. With gasoline prices around $6 a gallon in California and stock and bond markets jittery about the economic effects of geopolitical tensions in Ukraine, the twin forces …

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AdvisorPeak Integrates THOR, Envestnet Beefs Up Recommendations, RobustWealth Remodels

AdvisorPeak Integrates THOR, Envestnet Beefs Up Recommendations, RobustWealth Remodels

Client engagement and new model portfolio capabilities are the latest advisortech developments. Samuel Steinberger | Feb 01, 2021 Client engagement is quickly shaping up as a major theme of late. Wealthtech developers started off February with announcements about a financial planning …

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Crypto collapse sheds new light on loyalty to digital assets

Crypto collapse sheds new light on loyalty to digital assets

By: By Jeff Benjamin Published: January 27, 2022 Without saying 'I told you so,' advisers are reminding their clients that investing in crypto will be stomach churning. The much-celebrated launch of a few cryptocurrency funds and platforms late last year has turned into a test of will …

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8 Wealth Management Takeaways from Arizent’s latest technology research

8 Wealth Management Takeaways from Arizent’s latest technology research

By: WealthManagement.com Staff | Jun 01, 2022 As technology continues to transform the financial services industry at breakneck speed, wealth managers are working to not only keep pace, but to move to the front of the pack. Future-proofing your business requires a concerted effort and …

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WealthManagement.com Announces 2022 'Wealthies' Finalists

WealthManagement.com Announces 2022 'Wealthies' Finalists

By: WealthManagement.com Staff | Jun 01, 2022 The annual Wealth Management Industry Awards ceremony will be held in person in New York City on Sept. 8. The “Wealthies,” WealthManagement.com’s annual awards programs honoring the individuals, organizations and companies that help financ …

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Wall Street Roars Back on Lower Bond Yields

Wall Street Roars Back on Lower Bond Yields

By: Panos Mourdoukoutas Ph.D. Published June 26, 2022 Wall Street staged a big rally last week, driven by lower interest rates, which lured traders and investors back to equities. All major equity indexes ended the week sharply higher, with S&P 500 gaining 6.5%, the Dow Jones Indu …

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Advisors, Don’t Let Crypto Optimism Override Practical Thinking

Advisors, Don’t Let Crypto Optimism Override Practical Thinking

By Christopher Robbins Jul 28, 2022 Crypto’s future is bright, but clients still need practical steps and insights. Learning to talk crypto to clients is one thing – figuring out how to rationally discuss an incredibly volatile asset class undergoing a major swoon is yet another. Jour …

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Stock Market Outlook: July Retail Sales Next Big Data Point for Stocks

Stock Market Outlook: July Retail Sales Next Big Data Point for Stocks

By: Carla Mozée Published August 13, 2022 US retail sales will be the next major data pit stop on the way to the Federal Reserve's rate-hike decision next month and a report that beats expectations could pull stocks downward in the short run, market analysts say. July retail sales, du …

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