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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 3/23/22

Friends, this week we have a powerful op-ed from Dara Albright addressing Biden's recent Executive Order on Digital Assets. In our REAL CLEAR CRYPTO column, John Sarson addresses war, crypto & civil liberties. To soften it all, we finish with a wonderfully inspiring piece, "In One Word: IMPACT", from JIFFY.ai's Michael Partnow. READ UP! | Cindy Taylor, Publisher

News | Markets

Op-Ed: Between the Lines of Biden's Executive Order on Digital Assets
President Biden recently released his anticipated Executive Order on digital asset innovation - here's what fintech thought leader Dara Albright thinks about the edict

The Week in Digital Wealth (3/23/22)
Russia & Ukraine updates, a pivotal point in time for Bitcoin, El Salvador's progress with implementation, crypto is a go in Honduras & more

Advisor Tech Talk (3/23/22)
This week in Advisor Tech Talk we cover news from LSEG, Circleblack, Advyzon, Refinitiv and UX Wealth Partners

Top 5 VC Deals of the Week in Digital Wealth (3/23/22)
This week, our top deal came in at $750M (a combo of debt & equity) for Ramp, a New York-based corporate spend management platform

EPISODE 54: Ways to Legally Capitalize on Web 3.0, NFTs & the Metaverse
In this episode, DWealthMuse host, Dara Albright, and guest Ian Corzine, a leading social media attorney, discuss what every investor needs to know about legally capitalizing on Web 3.0, NFTs and the metaverse

Thought Leaders

Wealthtech Insider: People are the Key to Great Experiences

Technology is causing a convergence in industries - even in the financial industry, products & services are relatively similar between firms

MARKETING ADVICE: Why Doing Nothing Is a Marketing Decision Your Firm Can No Longer Afford

People will search not only for you but also for financial advisors in general, and if your firm isn"t there, you will be quickly forgotten

Lindsey

REAL CLEAR CRYPTO: How Crypto Is Ending The Era Of International State-Sponsored Monetary War

Most people in crypto believe that constitutionally endowed rights to civil liberties includes the ability to do financial transactions

Fintech Corner: The Evolution of Building an Ideal Tech Stack and Why Firms Get Stuck

Tech stack is a term that appears across the journalistic and marketing materials targeted towards financial advisors and it can get firms stuck at times

Bitcoins

JIFFY.ai Illuminations: Is March Too Early to Revisit Your 2022 Technology Plan?

It's never a bad time for wealth management firms to reconsider their technology plan and roadmap, according to JIFFY.ai's Michael Partnow

The Taylor Report for March 22

End of the first quarter coming up. Lots of money being put to work and portfolios being "marked up" (window dressing). War, interest rates and inflation still matter. Be cautious

Curated Industry Content