Publisher Notes for 2.24.21 Welcome to our latest edition of Digital Wealth News! This week, we launch a new podcast series with host Dara Albright, share results of a recent survey on remote work compliance risks and interview Cheryl Nash, one of the top women in the wealthtech industry today. Check it out! | Cindy Taylor, Publisher

News & Markets

DWealth Muse Podcast Series: Episode 1 - The Reddit Rebellion
Introducing our new podcast series with host Dara Albright! This week Dara debates "The Reddit Rebellion" with guest Bill Taylor of Entoro Wealth

How ETF Innovation And Mainstreaming Of Fintech Converged Last Week
The development and maturation of fintech continues to accelerate, but it was a particularly eventful week in the universe of fintech-related ETFs and funds

RegTech Firm Smarsh's Annual Survey Underscores Rising Compliance Risks of Remote Work Model
Survey results emphasize that the widespread and rapid shift to remote work models in response to the pandemic is unlikely to be fully reversed

OpEd: Democratized Markets Still Need Ethics, Right?
While the markets sort out what happened in the recent GameStop debacle, one thing is clear - a lot of money was MADE and a lot of money was LOST

Top 5 VC Deals of the Week in the Digital Wealth Sector (2/24/21)
Four of the top five deals this past week occurred in the US (all over $100M USD), with two receiving high profile mainstream media coverage

Fintech Luminaries - Meet Cheryl Nash of InvestCloud's Financial Supermarket
Few women have had more influence over the wealth management sector in recent decades than Cheryl Nash, and we're thrilled to feature her this week

Thought leaders

Wealthtech Insider (2.24.21) In this week's column for the Wealthtech Insider series, Orion’s Ali McCarthy discusses why email marketing campaigns still matter and how to make them count, plus best practices for successful results

The Grail With Keith Gregg (2.24.21) In the latest installment of The Grail, Keith Gregg discusses monetizing your business with the mantra "don't think of cost, think of value"

The Taylor Report (2.23.21) Bill Taylor, CIO of Entoro Wealth, compares & analyzes price movement in BTC, ETH, Gold & the S&P 500 for the week and gives us his take on it all

Industry Press

• Luma & Insurance Technologies Partner to Bring Annuities Solution to Market
• All-Digital Varo Bank Partners with NBA All-Starr Russell Westbrook
• Study Shows Target Shareholders Spend More With Retailer
• Broadridge Releases Results of Next-Gen Technology Adoption Survey

Principals Content

• WHITEPAPER: Seven Relationship Skills That Will Impress High-Net-Worth Investors
• WHITEPAPER: Power Your Firm's Value Proposition with a Financial Planning Strategy
• Financial Advisors Increasing With Younger Generations
• Financial Lifestyle Changes In A Post Covid World