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 9/7/22

Friends, TECHNICALLY, Labor Day marks the unofficial end of Summer, but I just can't let this season go until Autumn arrives. In that spirit, let's jump into the latest & greatest digital wealth industry news & new thought leadership this post Labor Day week. READ UP! | Cindy Taylor, Publisher

News | Markets

What if............?
If you are in the financial markets can you take a chance of at least not considering the impact of these "what if" scenarios?

The Week in Digital Wealth (9/7/22)
In this week's column covering digital wealth the world over, we cover news from Summer, WealthFront, KuCoin, Paysafe, Numerix and more

Advisor Tech Talk (9/7/22)
This week in Advisor Tech Talk we dive into the latest wealthtech industry news from Elements, NASAA, Simply Easier Payments, ComplySci & more

DWN Op-Ed: WealthTech's Three Marketing Mountains (And How to Climb Them)
When executed properly, marketing is art, science, psychology, analytics, intuition and years of just plain putting in the reps to understand what drives results

EPISODE 71: What Every Cryptocurrency Investor Needs to Know About the Inflation Reduction Act
In this episode, DWealthMuse host, Dara Albright, and guest Kell Canty, CEO of Ledgible, Crypto Tax & Accounting Software for Professionals, discuss how the Inflation Reduction Act will impact cryptocurrency investors and ways to stay out of the IRS crosshairs

Thought Leaders

Bill The Taylor Report for September 6
Let's be really clear (spoiler alert). The equity markets are in a bear market. Inflation is easing (for now) with recession looming.
Michael JIFFY.ai ILLUMINATIONS: If You Build It, Who Will Come? Part I
Those of us in and supporting the wealth management industry have every reason to dream big when it comes to technology
Lindsey INTELLIGENCE FOR GROWTH: Advisors Can Use Tech To Offer Clients A Better Way To Practice Charitable Giving
TIFIN Give helps advisors work with their clients to establish a charitable mission statement to guide the giving decisions to come
Lindsey FINTECH CORNER: How The Right Technology Can Super-Charge Inorganic Growth
The wealth management space is served by a lot of technology, but very little of it has been dedicated to the most impactful source of growth
Lindsey REAL CLEAR CRYPTO: When It Comes To Managing Crypto For Clients, Advisors Might Want To Trust The Pros
With current crypto market volatility, the best way for advisors to work w/clients may be thru professionally managed cryptocurrency accounts
WEALTHTECH INSIDER: 6 Lessons Small Businesses Can Teach New RIAs
Why should a prospect work with you instead of another RIA? Today's investor has plenty of options when it comes to wealth management

Industry Videos

Intelligence For Growth Fireside Chat Series: Featuring Niharika Shah & Meghan McCartan
In the latest video from Digital Wealth News' Fintech Mastermind Series, watch as Niharika Shah of TIFIN Wealth and Meghan McCartan, Chief Marketing Officer of Hightower Advisors discuss how financial advisors can accelerate growth through measurable content marketing

Curated Industry Content