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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 8/10/22

Friends, we woke up to an IT world of hurt. First our CEO's computer blew out overnight - then an update to the Yoast SEO tool took our entire website down for a time. All fixed now (yay!), but not without (quite) a little angst first. Even with all that hullabaloo, we still have a great newsletter with lots of new content for you this week! READ UP! | Cindy Taylor, Publisher

News | Markets

The Promise and Limitations of Wealth Management Automation
We revisit an important recent story from the recent past exploring the potential of automation & AI-enabled programs & tools and how they will help ensure a digital revolution across wealth management

The Week in Digital Wealth (8/10/22)
In this week's column covering digital wealth the world over, we cover news from Binance, MicroStrategy, Fortress Trust, American Express, CAIS and more

Advisor Tech Talk (8/10/22)
This week in Advisor Tech Talk we dive into the latest wealthtech industry news from Bridge Financial Technology, Smarsh, SMArtX and more

Top 5 VC Deals of the Week in Digital Wealth (8/10/22)
Our top 5 venture capital deals in fintech for the past week, with all but one back up over the $100M figure, came to us from Alt, Tabby, FreshBooks, Marathon Digital Holdings & PayIt

DWealth Muse Podcast: How the Geopolitical Implications of Cryptocurrencies Affect Investment Strategy
In this episode, DWealthMuse host Dara Albright, and guest John Sarson, CEO of Sarson Funds, explore the geopolitical implications of blockchain and crypto and what it all means for your investments

Thought Leaders

REAL CLEAR CRYPTO: Non-Profits and Blockchain-How Charities Can Benefit
Blockchain technology, philanthropic tokens, NFTs, and the blockchain community can provide benefits to help nonprofits keep up
Lindsey INTELLIGENCE FOR GROWTH: The Power of Images-5 Tips for Driving Content Engagement
In this article, the marketing experts at TIFIN Clout provide five easy best practices to help you deploy images in your content
Lindsey WEALTHTECH INSIDER: The Starter's Guide to Building a RIA Tech Stack
For the modern advisor, your tech stack should touch every area of your business - trading, billing compliance, and more
The Taylor Report for August 9th
If you think both higher rates, and recession are bullish, and inflation has been defeated.......call me, I can get you a deal on a shiny gold bridge in San Francisco

JIFFY.ai ILLUMINATIONS: Why Technology Needs to Retire the "MVP"
Fintech Corner: Why Firms at Scale Need Different Technology to Take Off

Curated Industry Content