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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 6/22/22

Happy Summer, Friends! We cover so many important and diverse topics for financial professionals this week including inflation, market history, data management, the metaverse, managing the volatile crypto sector and "autonomous enterprise" plus more. READ UP! | Cindy Taylor, Publisher

News | Markets

Summer Musings and Inconvenient Market Facts
Hot topics currently include inflation, rising interest rates, financial bear markets & crypto chaos, but here are some inconvenient facts worth remembering

The Week in Digital Wealth (6/22/22)
This was another busy week in digital wealth with huge announcements coming in from the digital assets, banking, payments, DeFi, wealthtech and fintech sectors

Advisor Tech Talk (6/22/22)
This week in DWN's Advisor Tech Talk series, we cover news from Edelman Financial Engines, BNY | Pershing and more

Top 5 VC Deals of the Week in Digital Wealth (6/22/22)
Our top 5 venture capital deals for the week in digital wealth came to us from Metropolis Parking, PayCargo, Kushki, MFS Africa & Homelight

EPISODE 63: Why Every Company will Soon be Doing Business in the Metaverse
DWealthMuse host Dara Albright and guest James Hattem, NFT Director at The Bugatti Group Inc, discuss how the metaverse will be used by merchants and manufacturers to innovate, increase profits and more

DWN Round Table: Tech Drives Growth, Influences Decision Process for Advisor Recruitment
The recent bear market has yet to impact the seeming record-pace of advisor recruitment across the wealth management space

Webinar

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

Thought Leaders

Wealthtech Insider: How Inflation May Change the World-and What Investors Can Do About It
"Inflation is not a problem for our time, it is a problem for all time;" heard on a recent podcast hosted by Rusty Vanneman of Orion Portfolio Solutions
Lindsey REAL CLEAR CRYPTO: When It Comes To Managing Crypto For Clients, Advisors Might Want To Trust The Pros
With current crypto market volatility, the best way for advisors to work w/clients may be thru professionally managed cryptocurrency accounts
Lindsey MARKETING ADVICE: How Wealth Managers Can Jumpstart Their Business By Marketing to Niche Personas
Most advisors want to grow and have come to realize that their marketing has to get hyper-personal to accomplish that
Lindsey JIFFY.ai Illuminations: How The "Autonomous Enterprise' Will Change Wealth Management For The Better
JIFFY.ai is working to build a future where organizations are efficient & able to deliver personalized & digital enabled services to clients
Lindsey Fintech Corner: How Wealth Managers Can Stem the Flood of Data
Financial firms potentially have tens of trillions of pieces of client data available including portfolio, demographic & user behavior
The Taylor Report for June 21
Stay aware of what's really going on (recession possibility, rising interest rates, inflation, etc.) and reduce risk as needed. Bear markets do NOT end after only a few months (or just because you want them to)

Curated Industry Content