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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 5.12.21

Friends, today we look at Self-Directed IRAs in a new DWealth Podcast, delve into the meaning of SCARCE SOURCE OF VALUE and launch a new columm - THE WEEK IN DIGITAL WEALTH, plus much more (including a $10B fintech VC deal!). Check it out! | Cindy Taylor, Publisher

News & Markets

DWealth Muse Podcast Series: Episode 11 - How Self-Directed IRAs (SDIRAs) are Rising to Meet America's Retirement Challenges
In this episode, host Dara Albright and guest, Jim Jones, Self-Directed IRA Expert, discuss how modern Self-Directed IRAs are rising to meet America's retirement challenges

Scarce Source of Value. Finally, a Brilliant Definition.
We have FINALLY received a definition of Bitcoin from the new SEC Chairman - will there be actual regulation to follow soon?

The Week in Digital Wealth (5/11/21)
This week we launch a new column with a superb overview of the main news in fintech and digital wealth across all sectors

Advisor Group's MyCMO Gives New Edge to Supee-OSJs in Recruiting Wars
A deep dive into how a digital marketing tool for advisors is winning the day in recruiting new talent

Top 5 VC Deals of the Week in Digital Wealth (5/12/21)
The top deal of the week came in at $10B(!!) USD this week and none under $200M. The fintech VC $$$ keep flowing in record numbers

Fintech Luminaries - Meet Lori Hardwick of WealthTech
For the next feature in this series, we'd like you to meet Lori Hardwick, one of the predominant voices in Fintech today

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

Orion

Wealthtech Insider (5.12.21)

In this week's Wealthtech Insider column, we delve into the value of a CRM, and review how they are central to the service provided by an advisor and their team

Glenn Elliott

Fintech Corner (5.12.21)

Glenn Elliott, CEO & Co-Founder of Practifi, discusses why integrations must be more than a fintech buzzword and how they provide different levels of scale and possibilities for advisors

Bill Taylor

The Taylor Report (5.11.21)

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