Publisher Notes for 6/8/22 Friends, this week we delve further into inflaton and contemplate the need for automation in wealth management. IMO, these two seemingly disparate topics are inextricably connected, and as we watch markets further unravel, you should be well-versed in both. READ UP! | Cindy Taylor, Publisher

News | Markets

How to Fight Inflation. A Basic Primer.
Let's talk inflation with Bill Taylor. It's all the RAGE (literally) and, after months of passive interest, inflation has finally become public enemy #1

The Promise and Limitations of Wealth Management Automation
The potential of automation & AI-enabled programs & tools were thought to ensure a digital revolution across wealth management

The Week in Digital Wealth (6/8/22)
Though this week was absent some of the gaudy headlines of massive fundraising hauls and M&A's, a lot has still happened in wealthtech, payments & digital assets

Advisor Tech Talk (6/8/22)
We cover the latest wealthtech industry news including corporate updates from GeoWealth, Cognicor, Vestwell, Acrisure and more in this week's column

Top 5 VC Deals of the Week in Digital Wealth (6/8/22)
Our top fintech VC deal this past week came to us from a Michigan-based insurtech with funding from Guggenheim & Abu Dhabi, and a fresh new valuation of $23B

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

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

	Wealthtech Insider: How Advisors are Influencing Clients to Take Their Financial Advice The role of an advisor has shifted rapidly in recent years - learn 3 ways to influence clients to take your financial advice
	Fintech Corner: Look Before You Leap - How To Drive Profitability With The Right CRM In the absence of a CRM, businesses fall back on doing business by e-mail, phone & paper, which can cause important information to be lost

REAL CLEAR CRYPTO: Crypto's Rising Influence Shines at TradFi's Davos Conclave This year, as crypto markets reeled from volatility, Davos served as an exhibit of the growth and maturity of the blockchain ecosystem

	JIFFY.ai Illuminations: An Automation Center of Excellence Can Simplify the Most Complex Businesses with Technology Wealth management firms may take a deeper dive into automation by adopting a transformational approach, says Sudhish Sasidharan with JIFFY.ai
	MARKETING ADVICE: Yes, Algorithms Can Teach Financial Firms More About People Personalization can be key to helping wealth management clients weather volatility-but it"s easier for some than others

The Taylor Report for June 7 Listening to "experts", and telling yourself inflation has peaked, is like believing in the tooth fairy. Unexpected shocks (and there are many) have yet to hit. Just because they haven't happened doesn't mean they won't.

Curated Industry Content

• The Importance of Data Cleanliness in Your Tech Stack
• WHITEPAPER: Collaboration Leads to Success: Why Aurum Wealth Management Made Changes to Their Advisor Technology Platform
• Resolving the Blockchain Trilemma: Avalanche Inspires the Next Wave of Blockchain Innovation
• Every Investor Is Unique, Are You?
• The Importance of Data Cleanliness in Your Tech Stack
• KYC Process Automation with Intelligent ML, AI & RPA