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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 5/25/22

Friends, with the extreme volatility and nervous clients, many are laser focused on daily market moves these days, but you need to keep your eye on the big picture, too. From education to automation to goals based investing to crypto and more - we help you process all the noise. READ UP! | Cindy Taylor, Publisher

News | Markets

Remember the "New Normal?" Poof! Its Gone.
A whole decade (plus or minus) of getting used to "the new normal" and then in just a few months, poof, it's all gone. Now what?

The Week in Digital Wealth (5/25/22)
PayPal and Balenciaga go all in on crypto, Wall Street thinks a CBDC will be a credit drain, the CFPB and NY AG target predatory payday loan agents and more

Advisor Tech Talk (5/25/22)
This week in Advisor Tech Talk we cover news from WisdomTree, Luma, Eaglebrook Advisors, Beyond Benchmarking, iCapital and more

Top 5 VC Deals of the Week in Digital Wealth (5/24/22)
Our top 5 venture capital deals in digital wealth for the week came to us from SpotOn Labs, Xendit, Dock, Thought Machine & Tifin

EPISODE 61: How Crypto Can Help Save the Environment
In this episode, DWealthMuse host Dara Albright & guest Phil Rickard of Nature's Vault, a blockchain-based ESG finance platform, discuss how tokenization can be used to save the environment

Thought Leaders

Wealthtech Insider: Help Clients Improve Outcomes with Goals-based Investing, Part 1
Behavioral finance is at the heart of financial advice and wealth management, according to Orion Advisor Solutions
REAL CLEAR CRYPTO: Revisiting How Blockchains Are Helping To Supercharge Entrepreneurship And Innovation
Blockchain technology is forcing entrepreneurship to evolve & tokenization allows founders like Michael Kisselgof of Popcorn to go further
MARKETING ADVICE: 6 Ways to Use Content to Help Your Clients Through Volatile Times
Advisors can help keep clients on track with timely & highly-personalized messaging, says Jay Manciocchi, Head of Content at TIFIN Clout
JIFFY.ai Illuminations: Embarking on that ambitious Automation project? Make sure you have these champs onboard!
Implementing technology automation in finserv firms is a human effort intensive process, relying on feelings & choices of real people
Fintech Corner: From Vision to Reality: Why PractifiU Academy Works For Advisors
"PractifiU" started out as a YouTube channel with 20 videos. Now, it's an on-demand comprehensive learning experience
The Taylor Report for May 24
No signs of panic selling.....yet. Investor complacency has not been fully tested.....yet. Note: bear markets don't end when you think they should-they end when the panic says they end

Curated Industry Content