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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 3/16/22

Friends, this week we sort through the many headwinds facing the markets at present. We also delve into entertainment NFTs in our DWealth Muse podcast & learn that an island nation is launching a new CBDC soon (think Jamaican bobsled team). Ya mon. READ UP! | Cindy Taylor, Publisher

News | Markets

What, Me Worry?
While sorting through all the news recently (and there's a lot), it sure seems there is a whole lot of uncertainty being ignored

The Week in Digital Wealth (3/16/22)
Biden signs a crypto-related executive order, Jamaica is ready to release their first CBDC, & A-Rod pitches capital at a new trading platform

Advisor Tech Talk (3/16/22)
This week in Advisor Tech Talk we cover news from JIFFY.ai, FLX Networks, deVere Group, Signal Advisors, NASAA and more

Top 5 VC Deals of the Week in Digital Wealth (3/16/22)
This week, our top deal came in at $300M - from the fintech darling Acorns - the micro-investing app launched by a father/son team

EPISODE 53: How NFTs Are Democratizing the Entertainment Industry
In this episode, DWealthMuse host Dara Albright and guest Jake Fraser of Mogul Productions discuss how tokenization and NFTs are democratizing the entertainment industry

Webinar

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Thought Leaders

Wealthtech Insider: 3 Pain Points of Client Onboarding—and How to Make Yours Better

All too often, client onboarding can be an unpleasant experience. There's paperwork to sign, wait times to endure, and more

MARKETING ADVICE: To Get More Leads, Bait The Marketing Hook With Custom Content

Advisors in the wealth management industry need to improve the quality and frequency of their client engagements

Lindsey

REAL CLEAR CRYPTO: Digital Assets - Safe Investing and Protecting Your Investment

At its core, the secure digital ledger system of blockchain is built to be one that cannot be ‘hacked" or altered once the block is validated

Fintech Corner: Multiple Layers of Personalization in WealthTech

Implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients

Bitcoins

JIFFY.ai Illuminations: To Solve Big Technology Problems, Try Looking At The Whole Picture

"End-to-end automation is about creating the ideal experience," says Crystal Andrus, head of wealth management relationships at JIFFY.ai

The Taylor Report for March 15

The next few months are going to show huge inflation spikes. Will the FED step up the rate of interest rate increases? Will the bond market do the FED's job for them?

Curated Industry Content