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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 4/13/22

Friends, wishing to all who celebrate, a joyous Easter and beautiful Passover holiday this coming week. In the meantime, we explore Wyoming's role in the crypto revolution, visit with the team behind Two Prime Digital Assets and review automating both marketing and overall business processes in this week's edition. READ UP! | Cindy Taylor, Publisher

News | Markets

What, Me Worry? Market Update and YES, Worry
It was just a few weeks ago that author Bill Taylor wrote that markets hated uncertainty and there was plenty of uncertainty; now he's back with more worrisome updates

DWN Round Table: Technology Demands of Digital Native NextGen HNW and HENRY Clients
Next generation high-net-worth (HNW) & high-earning, not rich yet (HENRY) investors don't remember a time without instant access to info

The Week in Digital Wealth (4/13/22)
Walmart, McDonald's, Whole Foods are next to accept BTC for payments, Telegram seems to be a breeding ground for crypto threats & more

Advisor Tech Talk (4/13/22)
This week in Advisor Tech Talk we cover news from Orion, Chalice, Smarsh, YieldX, Foreside, MDRT & AdvisorEngine

Top 5 VC Deals of the Week in Digital Wealth (4/13/22)
Our top 5 VC deals for the week in fintech came to us from Liquidity Group, NEAR Protocol, BINANCE.US, Camino Financial & CAIS

EPISODE 57: Why Financial Institutions went from Toe Dipping to Diving into Crypto Waters
In this episode, DWealthMuse host Dara Albright and guests Alex Blum & Nate Cox of Two Prime Digital Assets discuss the impressive risk-adjusted returns that have been driving institutions to digital assets

Thought Leaders

Wealthtech Insider: Revisiting Three Steps to Help Protect Your RIA from Data Breaches

Large-scale data security breaches grab headlines every day, exposing businesses & their clients to grievous costs and potential liabilities

MARKETING ADVICE: For AI-Driven Marketing Automation, Integrations Are Key

Any well-built technology is only as good as the information that an advisory firm feeds it, per A.J. Boury, Clout by TIFIN's CMO

Lindsey

REAL CLEAR CRYPTO: The Beating Heart of Next-Gen Crypto Development Is In... Wyoming?

The digital asset industry's U.S. center could soon be the sparsely populated state of Wyoming, said John Sarson, CEO of Sarson Funds

Fintech Corner: Why Firms at Scale Need Different Technology to Take Off

The technology that helps a start-up mature and move through its growth phase rarely suits that firm"s needs when it comes time to scale

Bitcoins

JIFFY.ai Illuminations: What Financial Services Firms Should Look For While Automating Business Processes

Leaders of most Financial Services firms & several Advisors keep wondering where and how to start automating their business processes

The Taylor Report for April 12

Bitcoin weakness? Could the cause be short selling against buying the Grayscale Bitcoin Trust? The GBTC trades at a 25%-30% discount to cash BTC

Curated Industry Content