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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 5.5.21

Friends, today we have a great new podcast that will help RIAs better capitalize on crypto, we delve into a new data offering for institutional investors and poke a little fun at Janet Yellen for good measure, plus much more. Check it out! | Cindy Taylor, Publisher

News & Markets

DWealth Muse Podcast Series: Episode 10 - How RIAs are Helping Clients Capitalize on the Crypto Revolution
In this episode, host Dara Albright and guests discuss the challenges and solutions for RIAs as they help their clients navigate the unfurling world of digital assets

Don't Worry 'Bout a Thing. Yeah Mon. Janet Yellen's Weekend Message.
A poignant piece (with a fun video at the end) from the ever insightful Bill Taylor on Janet Yellen and her message on inflation

Research Shows Strong Revenue Growth for Advisors Embracing Digital Marketing During Pandemic
FAs utilizing MyCMO digital marketing platform at Advisor Group saw major gains in revenue growth vs. those who didn't use the platform in 2020

Fidelity Rolls out Sherlock Crypto Data Offering for Institutional Investors
Institutional investors investing in digital currencies have struggled with data to support their investments and now there's a new source that consolidates that info for them

Top 5 VC Deals of the Week in Digital Wealth (5/5/21)
The largest deal this past week topped out at $610M and a second came in at $300M, so the VC fintech cash is indeed flowing

Fintech Luminaries - Meet Tony Petrilli of Orbis Systems
This week we'd like you to meet Tony Petrilli of Orbis Systems and View Trade Holding Corp., whose subsidiaries are the backbone to some of the largest fintech platforms, institutions, broker dealers and RIAs in over 20 countries

And don't forget to check out our homepage for other great content, read up and GET YOUR SMART ON about the future of digital wealth!

Thought leaders

Daniel Crosby

Wealthtech Insider (5.5.21)

In this week's Wealthtech Insider column, Orion's Dr. Daniel Crosby discusses building trust and 3 ways for advisors to influence clients to take their financial advice

Emily Wilcox

Fintech Corner (5.5.21)

Emily Wilcox, Chief Operating Officer of Practifi, discusses how learning and development tools can be a huge differentiator for fintechs, as advisors are likely to be more responsive to technology that is designed to help clients learn

Bill Taylor

The Taylor Report (5.4.21)

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

Curated Industry Content

Industry Press