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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 11/10/21

Greetings Fintech Friends! This week we explore how advisors are leveraging digital transformation, hear a powerful op-ed on how the Budget Reconciliation Bill could harm certain market sectors like blockchain, and report on the latest IPO in the fintech sector plus more. Read up! | Cindy Taylor, Publisher

News & Markets

Episode 37: How Financial Advisors are Leveraging Digital Transformation to Engage the Self-Directed Generation
In this episode, DWealthMuse host Dara Albright and guest Charles Smith, Global Head of Digital Solutions, Wealth Management, Refinitiv, a London Stock Exchange Group (LSEG) business, discuss how financial advisors are leveraging digital transformation to accommodate self-directed investor mindsets, increase productivity and grow AUM

Op-Ed: How the "Budget Reconciliation" Bill will Harm Retirement Savers, Small Businesses and Blockchain Innovation
A look at how the "Budget Reconciliation" Bill will harm retirement, small biz, and blockchain innovation and what lawmakers should do instead

The Week in Digital Wealth (11/10/21)
Fintechs are flooding the publicly traded markets, SPAC deals will persist through 2022 & a leading crypto firm is going into wealth management

Advisor Tech Talk (11/10/21)
The metaverse is now accessible to financial advisors and wealth managers are taking client engagement to the next level plus more

Top 5 VC Deals of the Week in Digital Wealth (11/10/21)
This week we're back with a fresh round of new Top 5 VC deals, and this week's top deal came out of the Philippines with the rest out of CA

Thought leaders

	Wealthtech Insider: How Timing And Tax Management Fit Into The Bigger Picture For Your Clients When advisors look for ways to reduce their clients' tax exposure, they establish why their guidance is so valuable
	Fintech Corner: How Implementation and Onboarding Fit Into The Fintech Client Experience Advisors changing some or all of their technology stack should give some thought as to how they will implement that change
	REAL CLEAR CRYPTO: How Dogecoin Could Become The Peoples' Money The Shiba Inu is an ancient breed of dog and it also happens to be the face of an $81 billion dollar cryptocurrency named Dogecoin
	The Taylor Report (11/9/21) Bill Taylor, CIO of Entoro Investments, compares & analyzes price movement in BTC, ETH, Gold & the S&P 500 for the week and gives us his take on it all

DWealth Education Webinars (CE-Credit Approved)

Preparing Financial Advisory Firms for the Great Generational Wealth Transfer, sponsored by Practifi - Tuesday, November 16th 2021 @ 2:00PM EST (REGISTER HERE)

ON DEMAND:

Curated Industry Content