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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 9/14/22

Friends, Summer is drawing to a close, Labor Day is over & now we're looking to Q4/22, even amidst troubling inflationary numbers. Need the 411 on where markets are headed next plus the latest industry news & fundings? READ UP! | Cindy Taylor, Publisher

News | Markets

Clarity for Crypto? Finally?
Just last Thursday, in a surprise move, SEC Chair Gary Gensler announced he supports allowing the CFTC to oversee BTC and The Mooch & Sam Bankman-Fried struck a major deal - now what?

The Week in Digital Wealth (9/14/22)
In this week's column covering digital wealth the world over, we cover news from Shaping Wealth, Vestmark, UNest, Bakkt, Enclave Markets & more

Advisor Tech Talk (9/14/22)
This week in Advisor Tech Talk we dive into the latest wealthtech industry news from Lumiant, Entrustody, Onramp-Invest, Franklin Templeton and more

Top 5 VC Deals of the Week in Digital Wealth (9/13/22)
Our top 5 venture capital deals in fintech for the past week came to us from Mysten Labs, Wayflyer, PWC Marketplace, VTS & Amioca Brands

DWealthMuse Podcast: The Implications of Where Americans Turn to for Financial Advice
In this episode, DWealthMuse host Dara Albright and guest Blake Kannady, Chief Product Officer of intelliflo discuss where today's investors are receiving financial advice and what that means for financial advisors and markets

Thought Leaders

Lindsey INTELLIGENCE FOR GROWTH: Curating Newsletters For Strategic Advisor Marketing
Newsletters have come a long way from the snail-mailed documents once prevalent in the financial industry, thanks to platforms like Clout
Lindsey WEALTHTECH INSIDER: How to Grow Through the Next $1 Billion AUM
After founding a business & setting out on their own, advisors must plan early to achieve enough growth to reach their first $1B in AUM
Lindsey REAL CLEAR CRYPTO: Crypto-Curious? A Guide to Digital Asset Exposure
Both institutions & working-class professionals alike are continuing to demonstrate unprecedented demand for digital assets even amid the recession
FINTECH CORNER: The Difference Between a Provider and a Genuine Partner
Those of us in and supporting the wealth management industry have every reason to dream big when it comes to technology
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
Can Automation and AI-Enabled Technology Revolutionize Financial Advisor Recruiting?
How recent back- and mid-office advances can change the client and advisor-facing experience
The Taylor Report for September 13
Interest rates are going up much higher than anyone expects and inflation is not subsiding anytime soon.....expecting differently is like expecting the tooth fairy to pay a visit

Industry Events

Join Digital Wealth News at the Web3 Investor Summit & Expo in Las Vegas

W3BX will host the inaugural Web 3 Expo on October 10-13th, at the Wynn Resort & Casino in Las Vegas. This 4-day conference will offer an extraordinary platform for relationship building with both existing and prospective institutional and private investors, and will welcome the biggest names in the Web3 industry, including experts and companies involved in Cryptocurrency, the Metaverse, Defi, Blockchain, DAOs, Gaming, Hardware, and NFTs.

Use this link for a 20% discount from Digital Wealth News to attend

Curated Industry Content