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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 8/17/22

Friends, even with summer, there is SO MUCH to catch up on in the world of digital wealth! This week we look at two (relatively) new BTC fans, explore "What's Up with WhatsApp" and hear from a law firm helping small investment firms stand up to the SEC. READ UP! | Cindy Taylor, Publisher

News | Markets

New Huge Bitcoin Fans
Larry Fink, CEO of BlackRock and Jamie Dimon, CEO of JPMorgan are quite famous for being anti-bitcoin in the past but times have changed

What's Up with WhatsApp?
Email and other traditional forms of digital communication take a back seat to new messaging apps like WhatsApp and others

The Week in Digital Wealth (8/17/22)
In this week's column covering digital wealth the world over, we cover news from MoneyLion, TeamApt, Rocket Mortgage, BitWage, InvestCloud and more

Advisor Tech Talk (8/17/22)
This week in Advisor Tech Talk we dive into the latest wealthtech industry news from rom Practifi, Modern Life, Willow, Orion and more

EPISODE 69 - The SEC Versus the Cryptocurrency Industry
In this episode, DWealthMuse host Dara Albright & guest Nick Morgan of ICAN, a NFP public interest law firm representing parties who can't afford counsel in SEC matters, discuss fighting back against regulatory overreach

Thought Leaders

WEALTHTECH INSIDER: The Importance of Staying Invested-How to Ease Investor Concerns in a Down Market
Your clients are nervous about recent market events. As their FA, it's your job to keep them focused on the importance of staying invested
Lindsey FINTECH CORNER: Learning And Development Has Become Essential To Fintech Success
Over the past two decades as clients and the financial industry itself shifted online, advisors embraced education as a powerful tool
Lindsey INTELLIGENCE FOR GROWTH: So You Want to be a Podcaster? How Financial Advisors Can Get Started
Check out these tips from TIFIN Clout, a digital marketing solution for financial advisors, on how to get started on your own podcast
Lindsey JIFFY.ai ILLUMINATIONS: When It Comes to Making Big Changes, "Structure Sets You Free"
JIFFY.ai is laser focused on advancing the client success organization to facilitate faster and smoother transformation, according to Crystal Andrus
Lindsey REAL CLEAR CRYPTO: Crypto, I Love You, Now Change-Regulation Summer Goes On
So far "Regulation Summer" has lived up to the hype. Regulators have introduced several pieces of crypto-focused legislation
The Taylor Report for August 16th
Biggest news of the week? BlackRock entered into a partnership with Coinbase to be able to offer their clients access to BITCOIN. That's big.

Curated Industry Content