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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 6/28/22

Friends, well THAT was a week. We continue to strive to report THE NEWS in the digital wealth sector, and (thankfully) choose to refrain from weighing in on current politics. To that end, we've got another PHENOM newsletter for you this week. READ UP! | Cindy Taylor, Publisher

News | Markets

It's Time For Crypto......... Consolidation
Speculation has subsided (for now). After over a decade of expansion the inevitable has arrived for the crypto sector; CONSOLIDATION

The Week in Digital Wealth (6/28/22)
In this week's sampling of recent headlines, we feature news from banking & payments providers, wealthtech, cryptocurrencies & digital assets

Advisor Tech Talk (6/28/22)
This week in DWN's Advisor Tech Talk series, we cover news from SS&C, Facet Wealth, TIFIN, RIA in a Box & iCapital

Top 5 VC Deals of the Week in Digital Wealth (6/28/22)
Our top 5 VC deals for the week in fintech came to us from SumUp, Stashfin, FalconX, Magic Eden & Prime Trust

EPISODE 64: The Health of Cryptocurrencies, Small Businesses and Today's Economy
In this episode, DWealthMuse host, Dara Albright, and guest Uday Patel, owner of Flavor Juicery, Dara's favorite local health food stomping ground, discuss healthy living, why crypto will never die, and how small businesses are surviving this challenging economy

Thought Leaders

WEALTHTECH INSIDER: Advisors Shouldn't Be Afraid To Talk Taxes In 2022

Financial advisors have a huge opportunity to help their clients with tax issues-if they have the courage to offer that help

REAL CLEAR CRYPTO: 1000 Words on Davos

John Sarson discusses his recent trip to Davos, where they spent the majority of their time at the "Blockchain Hub", a centrally located NFT art gallery

MARKETING ADVICE: Simple Steps for Financial Advisors To Start Blogging

In the digital age, advisors who want to organically attract more clients and prospects need to raise their voices over the din of the crowd

JIFFY.ai ILLUMINATIONS: How Financial Firms Can Decide What to Automate First

Automation creates more efficient processes for employees and better experiences for clients-but it also poses a quandary

FINTECH CORNER: 7 Strategies to Help Wealth Managers Stem the Flood of Data

"Today's wealth management industry is awash with data but starved of insight," according to Adrian Johnstone of Practifi

THE TAYLOR REPORT for June 28

What to do now? Get out of the way. You know what they say - don't try to catch a falling knife. Just ask crypto investors/traders how that feels.

Curated Industry Content