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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 6/15/22

Friends, this week we jump into a historical look at past financial crises and what has precipitated the current one, we delve into how to communicate with Gen Z investors and learn some important tips for breakaway advisors to consider before they take the leap, plus more. READ UP! | Cindy Taylor, Publisher

News | Markets

Surprise! Another Financial Crisis.
After years of global central banks manipulating financial markets with artificial interest rates, QE & more, it appears the party has ended

The Week in Digital Wealth (6/15/22)
Just as volatility, recession & inflation have become the daily lexicon in 2022, solutions to help address these problems are being launched

Advisor Tech Talk (6/15/22)
This week in Advisor Tech Talk we cover the latest industry news from TIFIN, Riskalyze, Smarsh, Luma, Pontera, AssetMark and Facet Wealth

Top 5 VC Deals of the Week in Digital Wealth (6/15/22)
Our top 5 VC deals for the week in fintech came to us from Juni, Branch, CRED, Backbase & Pintu - read more details on the fundings here

DWealth Muse Podcast: Why Bitcoin is a "Once-in-a-Species" Asset ClassI
In this episode, DWealthMuse host, Dara Albright & guest Jeff Ross of Vailshire Capital Managemen, discuss why bitcoin may be that once-in-a-species asset class that saves the planet from economic and environmental ruin

CE 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 Advic: Secure the Financial Industry's Future By Solving for Gen Z

The financial industry has finally come to embrace Millennials and is making strides to adequately communicate with this generation

Wealthtech Insider: Here's What Makes a Perfect Match for Advisors Breaking Away or in Transition

Advisors are breaking away from brokerages & switching between firms at an accelerating rate, so Orion has entered the matchmaking business

The Taylor Report for June 14

The end of the second quarter (6/30) is coming up. Expect selling across the board. Funds will want to show reduced market exposure to their investors


JIFFY.ai Illuminations: An Automation Center of Excellence Can Simplify the Most Complex Businesses with Technology
REAL CLEAR CRYPTO: Digital Assets - Safe Investing and Protecting Your Investment
Fintech Corner: How Implementation and Onboarding Fit Into The Fintech Client Experience

Curated Industry Content