Read this email in your web-browser

Dwealth News
Forward This email linkedIn twitter facebook

Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 7/27/22

Friends, "A Midsummer Night's Dream" comes to mind as we close out July. Lots of magic and trickery are involved in this Shakespearean tale - not dissimilar from the current stories behind crypto consolidation or the markets in general you'll find in our newsletter this week. READ YE UP! | Cindy Taylor, Publisher

News | Markets

Crypto Consolidation. The Sharks are Circling.
Just last month, several crypto brokerage/lending firms, and a huge hedge fund, failed and filed (or will file) for bankruptcy. Now the sharks are circling

The Week in Digital Wealth (7/27/22)
In our column for the digital wealth industry the world over, we cover news from Fiserv, FTX, StockTwits, Earnity, Pidgin, InvestCloud & more

Advisor Tech Talk (7/27/22)
This week in DWN's Advisor Tech Talk series, we cover news from Orion, Envestnet, Edelman Financial Engines, FNZ & Citizen Mint

Top 5 VC Deals of the Week in Digital Wealth (7/27/22)
In this week's column, our top 5 venture capital deals in digital wealth came to us from Casavo, Aptos Labs, Tomo Credit, 5ire & Halborn

DWealthMuse Podcast: EPISODE 67: DAO-ifying the Economy
In this episode, DWealthMuse host Dara Albright, and guests Josh Hudson & John Goldscmidt of CryptoMondays discuss Decentralized Autonomous Organizations (DAOs), how DAOs may impact the future of corporate structure and more

Thought Leaders

WEALTHTECH INSIDER: Four Steps for Having Difficult Conversations with Clients
When the market goes haywire or a client's financial life is jolted, how do you help them stick to their plans?
Lindsey REAL CLEAR CRYPTO: What is Tokenization and Why Does It Matter In Real Estate?
Tokenization can simplify the complexities of real estate investing through blockchain technology & the sector is growing
Lindsey INTELLIGENCE FOR GROWTH: Summer Slump? Engage your Clients by Adding Value through Content
While other advisors go into vacation mode, you can take advantage and connect with your clients through strategic and targeted outreach
Lindsey JIFFY.ai ILLUMINATIONS: Why Technology Needs to Retire the "MVP"
Technology has become so important to how businesses operate and interact with their clients that it shouldn't be addressed via half measures
Lindsey FINTECH CORNER: What the Wealth Industry Can Learn From Formula One Racing, Part 2
Adrian Johnstone, President of wealthtech Practifi, has found several connections between Formula One racing and financial advisors in Part 2 of this series
The Taylor Report for July 26
Even if the FED can reduce inflation to half of where it is now (9% to 4.5%), interest rates would still need to be well above 5%-6% to make inflation go away

Curated Industry Content