Publisher Notes for 9/28/22 Friends, another topsy turvy week in markets, but news in the digital wealth sector just keeps coming. We're seeing VC dollars trending lower, even while there's more partnerships forming & new products launching. Innovation always marches forward in fintech. READ UP! | Cindy Taylor, Publisher

News | Markets

Semantics. The Wall Street Journal vs Coinbase.
When is proprietary trading not proprietary trading? It seems the WSJ defines the practice differently than crypto exchange Coinbase

The Week in Digital Wealth (9/28/22)
In this week's column covering digital wealth the world over, we cover news from Onramp Invest, Refinitiv, Transamerica, EDX Markets & more

Advisor Tech Talk (9/28/22)
This week in Advisor Tech Talk we dive into the latest wealthtech industry news from Skience, Riskalyze, Elements, Pontera and more

Top 5 VC Deals of the Week in Digital Wealth (9/28/22)
Our top 5 venture capital deals in fintech for the past week came to us from Pie Insurance, Opto Investments, Zopper, Sardine & GRNGrid

DWealth Muse Podcast: How Blockchain will Empower Personal Data Sovereignty and Save Democracy
DWealthMuse host Dara Albright & guest Robert Grant of Crown Sterling discuss how blockchain can empower personal data sovereignty and save democracy

Thought Leaders

	WEALTHTECH INSIDER: How Technology Can Help Advisors Service HNW Clients Technology can't replace the expertise and personal nature of the client/advisor relationship, but it can add much-needed efficiencies
	FINTECH CORNER: Here's The Technology Lesson Wealth Firms Need To Learn From Medicine And Law Financial advisors can learn a lot from doctors and lawyers, who have both embraced a roles-based approach to building technology stacks
	INTELLIGENCE FOR GROWTH: Help Clients Create a Plan for Giving, Before Holiday Bells Start Ringing Advisors risk a missed opportunity for quality engagement if they wait until year end prep with clients to develop philanthropic plans
	JIFFY.ai ILLUMINATIONS: If You Build It, Who Will Come? Part 2 Client expectations around tech have changed in recent years, as the population has started managing their financial lives online & via apps
	REAL CLEAR CRYPTO: A Turning Point In The NFT Market And An Opportunity For Collectors While the prices of most NFTs have declined, there has been a lot of activity in the development of new NFT projects and communities
	The Taylor Report for September 27 The end of the third quarter is Friday & there is CHAOS globally. I have been pointing out for months that inflation was NOT transitory, interest rates were going to spike & financial markets ARE in a bear market. No surprises here.

Industry Events

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Curated Industry Content

• Digital Ops Software Provider Docupace Names Executives Supporting Strategic Growth
• Institutional Crypto Adoption and the Love for NFTs
• WHITEPAPER: Growing Your Advisory Business During a Recession
• How RIAs Can Simplify Compliance With Software
• Where Should You Start Your Intelligent Automation Journey?
• WHITEPAPER: 8 Tips for Financial Advisors to Level Up Their Social Media