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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 3/2/22

How can it be that it's March already? This past week has been a wild one with major market gyrations as the Russia/Ukraine scenario unfolds. Meanwhile, fintech never sleeps and there's much more news to report in the sector beyond that crisis, and you'll find it here. Read Up! | Cindy Taylor, Publisher

News | Markets

What Would Aaron Rodgers Do?
Mr. Rodgers' contract is expiring soon & he may, or may not, finish his illustrious career in Green Bay. Problem. What to do with all that money. Bitcoin?

The Week in Digital Wealth (3/2/22)
This week we have more Russia & Ukraine market impact updates, and Ukraine asks exchanges to bar and sabotage Russian user accounts plus more

Advisor Tech Talk (3/2/22)
There were several impactful news items this past week in the digital assets space, all speaking to the growing acceptance of crypto & blockchain

Top 5 VC Deals of the Week in Digital Wealth (3/2/22)
Our top deal for this week came in at $497M with all five deals ringing in at $200M+ and two originating out of Singapore, a third our of Nigeria and the others out of Silicon Valley

EPISODE 51: Bridging Conventional and Digital Finance
DWealthMuse host, Dara Albright, and guest, Carlos Domingo, Founder and CEO of Securitize, discuss the bridge between conventional and digital finance, and ways to bring traditional compliance to a modern decentralized framework

Webinar

FREE CE WEBINAR: Discovering the Latest Innovation in Wealth Management and the Digitization of Value - Wednesday, March 16 @ 2pm ET - REGISTER HERE

Thought Leaders

Wealthtech Insider: Putting Geopolitical Crises in Perspective

Investors have understandably been transfixed by the unfolding invasion of Ukraine by Russia. Advisors need to know how to help clients navigate the crisis.

Lindsey

REAL CLEAR CRYPTO: Stablecoins - To Peg or Not to Peg

Stablecoins are an increasingly popular way for people who are looking to get into cryptocurrencies & their value is pegged to another asset

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

TheALTinvestor: How WealthTech Makes It Easier to Get Alts into IRAs

A harmonization of innovation is offering individual investors and, eventually, advisors the ability to invest as if they were institutions

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

Bitcoins

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

The Taylor Report for February 22

The markets, in a flight to safety, have cut interest rates just as the Fed was going to raise rates. Inflation is going on steroids & there will certainly be social unrest & backlash

Curated Industry Content