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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 8/3/22

Friends, another great newsletter this week! We cover how to have difficult conversations with clients around crypto, how to use AI to improve your financial marketing, a major shift in fintech VC funding and why SpongeBob has entered the wealthtech sector (wait, what???!). READ UP! | Cindy Taylor, Publisher

News | Markets

The Next "Hot" Digital Asset Sector? The Secret is Out: Tokenization
Many folks are aware that almost anything can be tokenized using blockchain technology, but the BIG kahuna is real estate

The Week in Digital Wealth (8/3/22)
In this week's column covering digital wealth the world over, we cover news from Envestnet (and SpongeBob's Mr. Krabs!), Ready Life, Solana Spaces, Payground and more

Advisor Tech Talk (8/3/22)
This week in Advisor Tech Talk we dive into the latest wealthtech industry news from TIFIN, Riskalyze, Docupace and iCapital

Top 5 VC Deals of the Week in Digital Wealth (8/3/22)
Our top 5 venture capital deals in fintech for the past week, all under $100M, came to us from Unstoppable Domains, Balance, Crypto SNACK, Shares & mc51

EPISODE 68: Blockchain Bringing Truth to Economics
In this episode, DWealthMuse host, Dara Albright and guest Stefan Rust, CEO of Laguna Labs, discuss everything from today's real inflation number to the rise of metaverse real estate

Thought Leaders

REAL CLEAR CRYPTO: Answering Tough Crypto Questions From Clients
If one were to look back at the most recent peak of BTC prices, it could be thought to coincide with a kind of peak for crypto in Nov 2021
Lindsey INTELLIGENCE FOR GROWTH: How to Optimize Headlines to Get More Clicks
In this article, TIFIN Clout, an AI-powered digital marketing solution for financial advisors, offers practical guidance and actionable tips
Lindsey WEALTHTECH INSIDER: Five Key Takeaways For the Future of Financial Advice
Chip Roame joined Rusty Vanneman of Orion on a recent podcast to share 5 key conclusions about the future of financial advice
The Taylor Report for August 2nd
Remember inflation is transitory? Remember inflation has peaked? Those same voices tell us inflation will get back to 2% quickly and with little pain. Let that sink in.

JIFFY.ai ILLUMINATIONS: Why Technology Needs to Retire the "MVP"

FINTECH CORNER: What the Wealth Industry Can Learn From Formula One Racing, Part 2

Curated Industry Content