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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes For 12/9/20

Welcome to our latest edition of Digital Wealth News!  New headshot today - more confident, more wise, more fintech-focused then ever before. Now let's hit it! Here's my take on this weeks news! Cindy Taylor, Publisher | Read More

News & Markets

Do You Know Who Left the VOO?
A mystery $7B sale out of Vanguard's S&P 500 ETF has markets buzzing on who made the sale

Is Fintech's Future Investing with 13 Year Olds?
You may laugh, but this piece outlines exactly how that has happened and who is behind it

SEC's FinHub - Stand Alone or Stand Next To?
Has the SEC added more bureaucracy or more assistance for the fintech sector with this division

Top 5 VC Deals of the Week in the Digital Wealth Sector (12/9/20) 
This week no deals topped $100M, but we saw YET ANOTHER challenger bank pop up

Advisor Domain: How Smaller Financial Firms Can Protect Themselves from Cyber Attacks
In this guest post from Docupace, we learn how small firms need to be vigilant in cybersecurity

Fintech Luminaries - Meet Conor Delaney of Good Life Companies
Delaney shares how his firm uses tech tools, including AI, to enhance offerings to clients 

Thought leaders

Mc Connell

Wealthtech Insider (12/9/20)

Orion CMO Kelly Waltrich interviews Brendan McConnell who talks about direct indexing technology and tech tools that are working best for advisors now

Read More

Keith Gregg

The Grail With Keith Gregg (12/9/20)

This week Keith Gregg shares how a recent DIY project got him thinking about the famous Einstein quote “The genius is in making the complex simple” and relates this to the same challenges SMBs encounter

Read More

Bill Taylor

The Taylor Report (12/8/20)

Bill Taylor, CIO of Entoro Wealth, compares & analyzes BTC, ETH, Gold & the S&P 500 and gives us his take on it all 

Read More

Principals Content

Industry Press

Cindy Taylor

Publisher Notes For 12/9/20

Welcome to our latest edition of Digital Wealth News!  New headshot today - more confident, more wise, more fintech-focused then ever before. Now let's hit it! Here's my take on this weeks news! Cindy Taylor, Publisher | Read More

News & Markets

Do You Know Who Left the VOO?
A mystery $7B sale out of Vanguard's S&P 500 ETF has markets buzzing on who made the sale

Is Fintech's Future Investing with 13 Year Olds?
You may laugh, but this piece outlines exactly how that has happened and who is behind it

SEC's FinHub - Stand Alone or Stand Next To?
Has the SEC added more bureaucracy or more assistance for the fintech sector with this division

Top 5 VC Deals of the Week in the Digital Wealth Sector (12/9/20) 
This week no deals topped $100M, but we saw YET ANOTHER challenger bank pop up

Advisor Domain: How Smaller Financial Firms Can Protect Themselves from Cyber Attacks
In this guest post from Docupace, we learn how small firms need to be vigilant in cybersecurity

Fintech Luminaries - Meet Conor Delaney of Good Life Companies
Delaney shares how his firm uses tech tools, including AI, to enhance offerings to clients 

Thought Leaders

mcConnell

Wealthtech Insider (12/9/20)

Orion CMO Kelly Waltrich interviews Brendan McConnell who talks about direct indexing technology and tech tools that are working best for advisors now

Read More

Keith Gregg

The Grail With Keith Gregg (12/9/20)

This week Keith Gregg shares how a recent DIY project got him thinking about the famous Einstein quote “The genius is in making the complex simple” and relates this to the same challenges SMBs encounter

Read More

A person standing in front of a brick wallDescription automatically generated

The Taylor Report (12/1/20)

Bill Taylor, CIO of Entoro Wealth, compares & analyzes BTC, ETH, Gold & the S&P 500 and gives us his take on it all 

Read More

Principals Content

Industry Press