Publisher Notes for 6/23/21 Friends, another major week in fintech with a look at how tokenization is revolutionizing traditional markets, more huge offshore VC deals, and a deep dive into the current state of China's central bank. Read up! | Cindy Taylor, Publisher

News & Markets

DWealth Muse Podcast Series: Episode 17 - How Conventional Financial Advisory Firms Can Compete and Succeed in a Digital World
In this episode, host Dara Albright and guest, Niharika Shah, CEO of AI-powered marketing platform Clout, discuss the evolution of financial services marketing and how technology is enabling conventional financial advisory firms to scale

Panic At Central Banks Over Bitcoin - China's, To Be Precise
Author Bill Taylor discusses how after years of watching, wondering, irritation and concern with the rise and potential ramifications of Bitcoin, panic has set in

The Week in Digital Wealth (6/22/21)
This week's latest digital wealth industry news comes from JPMorgan, British neobank Revolut, British payments platform Wise and Amazon plus more

Advisor Tech Talk (6/23/21)
This week we cover the latest news from SEI, Envestnet | Yodlee, Orion and others in our ongoing wealthtech-focused weekly series on DWN

Top 5 VC Deals of the Week in Digital Wealth (6/23/21)
This week, 4 of the Top 5 VC deals were again offshore, and our top deal came out of Brazil with $430M in combined VC & IPO funding

Fintech Luminaries - Meet Michael Partnow of JIFFY.ai
For our latest feature, we'd like you to meet Michael Partnow of JIFFY.ai, a global, enterprise-grade process automation company that helps organizations to automate end-to-end complex business processes

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 (6/23/21) When the market goes haywire or a client's financial life is jolted, how do you help them stick to their plans? Dr. Daniel Crosby offers 4 questions to defuse tough client conversations

Fintech Corner (6/23/21) This week Adrian Johnstone of Practifi discusses how many advisory firms want to scale, but can't because they don't have the right technology in place

Real Clear Crypto (6/23/21) John Sarson of Sarson Funds discusses how tokenization is making its way from cryptocurrencies to real assets, and the impact could be revolutionary

The Taylor Report (6/22/21) 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

• 5 Ways Advisors Use CRMs Wrong
• Crypto, Climate, & Confusion: Clearing the Air on Blockchain and the Environment
• Hear About the Latest Fintech Trends With The Fuse Show

Industry Press

• Watch Global DeFi Summit Stream Live on Digital Wealth News on June 24th
• Wedbush Securities Joins Blockchain-Based Paxos Settlement Service
• D.A. Davidson & Co. To Acquire Marlin & Associates