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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 2/9/22

This week we're excited to launch a new column-MARKET INNOVATION-reviewing the technology and history of trading and markets & written by industry veteran Rob McHeffey, who everyone seems to know. He's the Kevin Bacon of finance! We also look at the MASSIVE crypto presence in this year's Super Bowl. Read up! | Cindy Taylor, Publisher

News | Markets

Bengals…..Rams…..And Crypto?
This year's Super Bowl is being referred to as the ‘Crypto Bowl" since several crypto-centric firms are spending huge bucks to advertises

Advisor Tech Talk (2/9/22)
The wealthtech space is promoting more cross-corporate integrations and new electronic onboarding & ESG initiatives are being added

MARKET DISRUPTION: The Advent of TradeTech
The technological disruptions in trading technology to follow from the Crash of "87 to now are profound to say the least

FREE CE WEBINAR: Risk Management - How to Tailor Investment Strategies (2/16 at 2pm ET)
Register Here to Attend | Presented by Clout by TIFIN

EPISODE 48: Investing Strategies During these Uncertain, Turbulent and Transformative Times
DWealthMuse host, Dara Albright, and guests Tim Peterson, Global Macro Investment Manager at Cane Island Alternative Advisors, and Mark Yusko, Founder and Chief Investment Officer of Morgan Creek Capital Management, discuss cryptocurrency investment strategies, market turbulence and more

Thought Leaders

Wealthtech Insider: To Open New Avenues to Growth, Stop Underselling Your Financial Planning

Advisors are missing a key step with their clients, according to a recent study from Orion—they"re neglecting to craft a financial plan

MARKETING ADVICE: How Wealth Managers Can Jumpstart Their Business By Marketing to Niche Personas

Most advisors want to grow—and realize that if they want to grow, their marketing has to get hyper-personal to accomplish that

Lindsey

REAL CLEAR CRYPTO: If Crypto Industry Doesn't Act, These Coins Could Drag It Down (Part 2 of 2)

This week we continue Part 2 of our editorial series on privacy coins and another threat that might run afoul of Western KYC and AML rules

Bitcoins

Fintech Corner: Look Before You Leap - How To Drive Profitability With The Right CRM

In the absence of a CRM, businesses fall back on doing business by e-mail, phone & paper, which can cause important information to be lost

Bitcoins

JIFFY.ai Illuminations: How The "Autonomous Enterprise' Will Change Wealth Management For The Better

JIFFY.ai is working to build a future where organizations are efficient & able to deliver personalized & digital enabled services to clients

The Taylor Report for February 8

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

Curated Industry Content