Publisher Notes for 2/23/22 This week we celebrate our 50th DWealth Muse podcast w/ Dara Albright and guest Jahon Jamali of Sarson Funds, we take a look at the rise of the "Instividual" in our new markets history series and delve into current geopolitical influences on fintech. Read up! | Cindy Taylor, Publisher

News | Markets

EPISODE 50: NFTs at the Center of Data, Community, Culture and Geopolitics
DWealthMuse host, Dara Albright, and guest, Jahon Jamali, Co-founder & CMO at Sarson Funds, discuss how tokenization and NFTs are impacting everything from art, psychology and society to media, real estate and geopolitics

DWN Round Table: Effective Post-M&A Technology Integration for RIA Firms
Sky high valuations for RIAs fuel a seemingly unstoppable flow of consolidation within this segment of the wealth management industry

The Week in Digital Wealth (2/23/22)
This week we cover Russia & Ukraine updates, explore the SEC's tougher stance on crypto with the CFTC and ask the question...why aren't you spending your Bitcoin?

Advisor Tech Talk (2/23/22)
As advisors awaken to the quickly evolving wealthtech universe, they're taking a long, hard look at their own firms and industry

MARKET DISRUPTION: The "Instividual" - Individual and The Institutional
On trading desks of Olde, most institutional traders nicknamed agency-based retail orders as "the red headed step-child"

Thought Leaders

	REAL CLEAR CRYPTO: When It Comes To Investing In Crypto, Advisors Might Want To Trust The Pros Due to a clearing regulatory picture & continued adoption, there are now many ways for advisors to work w/ crypto on behalf of their clients
	Wealthtech Insider: Orion Focusing on Helping Advisors Address The "Investor Problem" In 2022 In the past two years, change has accelerated within the financial & technology industries, & Orion Advisor Services has pivoted to keep up
	JIFFY.ai Illuminations: Automation is Supercharging The Account Opening Process Many wealth management firms are envying the fintech capability to facilitate opening of new accounts instantly
	MARKETING ADVICE: How AI Makes Content Marketing Faster, Easier and More Focused As the pandemic sent more people to remote work. reaching clients & prospects with relevant content became a powerful tool

	Fintech Corner: How the CRM Is the First Step to RIA Digital Asset Adoption RIAs oversee more than $97 trillion in AUM, and it could grow even larger if advisors started to attract more of the digital asset pie
	The Taylor Report for February 22 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

• WHITEPAPER: Growing Your Advisory Business During a Recession
• WHITEPAPER: 8 Tips for Financial Advisors to Level Up Their Social Media
• Financial Advisor Client Retention: Getting the Best Results
• Where Should You Start Your Intelligent Automation Journey?
• Why Adding Digital Assets To Your Portfolio is Important