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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 6/1/22

Friends, we have a brand new edition queued up for you with incredible content that tackles ongoing - and increasing - market risk, communicating with LGBTQ+ Clients, dissecting the recent Terra USD stablecoin debacle, and so much more. READ UP! | Cindy Taylor, Publisher

News | Markets

What's Up With Stablecoins?
Recently there was a total collapse of a popular stablecoin that wiped out $18B of investor money in 2 days. How on earth could this have happened?

The Week in Digital Wealth (6/1/22)
This past week was full of new launches, fundraising & earnings announcements, M&A and new partnerships that paint a picture of an industry that is thriving

Advisor Tech Talk (6/1/22)
We cover the week's latest wealthtech industry news from RIA in a Box, Foreside Financial Group, iCapital and Vise

Top 5 VC Deals of the Week in Digital Wealth (6/1/22)
Our top fintech deal for the past week came to us from Luxembourg's Bloom, which provides e-commerce funding

DWealthMuse Podcast EPISODE 62: Welcome to the Phygital World
In this episode, DWealthMuse host, Dara Albright, and guest Will Knecht, Chairman of Wendell August Forge discuss the emergent phygital world and what it means to businesses and investors

Webinar

Tackling Market Volatility and Recession-Preparing Portfolios - Thursday, June 23 at 2pm ET - Register Here
Join Clout's webinar series to explore how investment professionals drive client engagement during market volatility, while recession-preparing portfolios

Thought Leaders

MARKETING ADVICE: Stepping Up Your Communication and Service to LGBTQ+ Clients

As June's Pride Month arrives, it's important to recognize the potentially unique impact market forces may have on the LGBTQ+ community

Wealthtech Insider: Help Clients Improve Outcomes with Goals-based Investing, Part 2

Daniel Crosby, Chief Behavioral Officer for Orion, points out that people spend money in accordance with a psychological hierarchy of needs

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

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

The Taylor Report for May 31

I understand the urge to buy a big dip, but bear markets don't end after a few months. Remember, the same people who said inflation was "transitory" are now saying they can manage a "soft landing."


Fintech Corner: From Vision to Reality: Why PractifiU Academy Works For Advisors
JIFFY.ai Illuminations: Embarking on that ambitious Automation project? Make sure you have these champs onboard!

Curated Industry Content