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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 9/1/21

This week we delve into the future of fiat currencies, hear from multiple sources that it's now crucial for advisors to go digital, and chat with Patrick Murray of STP Investment Services plus more! Read up! | Cindy Taylor, Publisher

News & Markets

DWealth Muse Podcast Series: Episode 27 - How Financial Advisors are Leveraging Fintech to Accommodate a Transforming Clientele
DWealthMuse host Dara Albright and guest Lori Hardwick, CEO of WealthTech at RedRock Strategic Partners, discuss the evolution of the RIA business

Time is Running Out for Fiat. Five Years? Ten Years?
Author Bill Taylor ponders how much longer before bitcoin and other digital currencies overtake fiat and explores the larger ramifications

The Week in Digital Wealth (9/1/21)
This week's industry news comes to us from US Bank, Toast, Amazon and Affirm, plus more in our topical international fintech news column

Advisor Tech Talk (9/1/21)
This week we cover news from GeoWealth, Broadridge and LifeYield plus others in our weekly column covering the wealthtech sector

Top 5 VC Deals of the Week in Digital Wealth (9/1/21)
Our top deal this week went to wealthtech firm DriveWealth with a $450M Series D round, with two cross-border payments platforms also making the list

Fintech Luminaries - Meet Patrick Murray of STP Investment Services
For our latest feature, we'd like you to meet Patrick Murray of STP Investment Services, a collaborative partner providing middle and back office solutions

COMPLIMENTARY LIVE WEBINAR - Introduction to Cryptocurrencies and Blockchain Technology
Register here to attend "CRYPTOCURRENCY FINANCIAL ADVISOR CERTIFICATION - Session #1: Introduction to Cryptocurrencies and Blockchain Technology" and earn 1 hour of CE credit towards the CIMA, CPWA, CIMC, and RMA certifications

Thought leaders

Wealthtech Insider

Wealthtech Insider (9/1/21)

In Wealthtech Insider this week, the Orion team announces their new mandate from their Ascent 2021 Conference - to close the investor behavior gap

Adrian Johnstone

Fintech Corner (9/1/21)

In this week's Fintech Corner column, Adrian Johnstone of Practifi discusses why, for RIAs, working remotely has become a paradigm shift and they need to go digital

Jahon Jamali

REAL CLEAR CRYPTO (9/1/21)

This week Sarson Funds' cofounder Jahon Jamali discusses why every advisor needs to know their crypto

Bill Taylor

The Taylor Report (9/1/21)

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