Publisher Notes for 5.19.21 Friends, today we have a new podcast with guest Eric Satz of AltoIRA, fresh off a capital raise with some big players and here to discuss SDIRAs, we delve into the brilliant technology used to crack the Colonial pipeline hack and hear about the latest news and VC deals in the digital wealth sector. Read up! | Cindy Taylor, Publisher

News & Markets

DWealth Muse Podcast Series: Episode 12 - How Modernized Self-Directed IRAs Help Democratize Retirement
In this episode, host Dara Albright and guest, Eric Satz, Founder and CEO of Alto IRA, discuss how modern Self-Directed IRAs (SDIRAs) are democratizing retirement planning

Colonial Pipeline Ransomware Bad Guys Unmasked
Like a paperback whodunnit, the story behind the Colonial Pipeline hack reads like a spy novel covering multiple continents across the globe

The Week in Digital Wealth (5/18/21)
We continue our new series with a snappy round-up of all the top news and research info out this week in the digital wealth sector

Future Crypto Regulations Take Center Stage in Wealth Management
Crypto is on a roll across the wealth management space, as more FIs, B/Ds and RIAs explore how to offer crypto-based financial products and strategies

Top 5 VC Deals of the Week in Digital Wealth (5/19/21)
This week we included a new sector, govtech, as these platforms include revenue monetization for local governments and see more deals out of India

Fintech Luminaries - Meet Damon Deru of AdvisorPeak
For the next feature in this series, we'd like you to meet Damon Deru, CEO of portfolio management platform AdvisorPeak

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

Wealthtech Insider (5.19.21) In this week's Wealthtech Insider column, Rusty Vanneman of Orion delves into why model investment strategies can encourage clients to stay tuned in to their financial goals and stick with an advisor over the long haul

Fintech Corner (5.19.21) Adrian Johnstone, Co-founder and Chief Commerical Officer of Practifi, discusses how role-based information management has already been embraced by the legal and medical industries, and is now equally appropriate for advisors

The Taylor Report (5.18.21) 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

• The Importance of Data Cleanliness in Your Tech Stack
• WHITEPAPER: Power Your Firm's Value Proposition with a Financial Planning Strategy
• Practifi Named High Performer in G2's Spring 2021 Reports
• Hear About the Latest Fintech Trends With The Fuse Show

Industry Press

• Smarsh Enables Compliant Adoption Of Microsoft Teams As Regulated Organizations Migrate From Legacy Collaboration Platforms
• Lance is the Self-Driving Banking Account for Solopreneurs
• FusionIQ Adds Alternative Investments to Digital Workstation
• FMG Suite Launches New Tools and Educational Resources in Response to the Modernized SEC Marketing Rule