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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 10/26/22

Friends, are we there yet? Probably nothing. Look before you leap! Our content has many important colloquialisms this week warning you to pay attention to signals in inflation, crypto trends, business automation and more. READ UP! | Cindy Taylor, Publisher

News | Markets

Are We There Yet?
Recognizing that inflation was not transitory and that perhaps the FED did possibly make a few errors, the long trip to whip inflation has begun

The Week in Digital Wealth (10/26/22)
In this week's column covering digital wealth the world over, we cover news from Paypal, Galaxy Digital, Goldman Sachs, Tesla, Cardano and more

Advisor Tech Talk (10/26/22)
This week in Advisor Tech Talk we dive into the latest wealthtech industry news from Orion, F2 Strategy, Riskalyze, Envestnet and Bento Engine

The Decentralized Diaries For The Week of 10/26/22
Last week, cryptocurrency prices held steady, Bitcoin prices remained at previous levels & institutional adoption rates for crypto continued to rise

DWealthMuse Video Podcast: Making Sense of the Regulatory Landscape for Crypto
Dara Albright interviews Lizzy Fallon, Financial Services Policy Advisor at US House of Representatives, about the regulatory landscape for crypto and Web3

Thought Leaders

REAL CLEAR CRYPTO: Visa Partners With Crypto Brokerage FTX, Probably Nothing...
Visa has partnered with crypto brokerage FTX in a move that will enable banks & merchants in Visa's network offer crypto related services
WEALTHTECH INSIDER: New Marketing Rules - What CCOs Need To Do Now
In December 2020, the SEC announced the first substantive overhaul to Rule 206(4)-1 under the Investment Advisors Act in nearly 60 years
FINTECH CORNER: The Importance of Personalization in WealthTech
Implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients
INTELLIGENCE FOR GROWTH: Charitable Giving to Jump Amid Recession Fears?
The major benefit of donor-advised funds (DAFs) is taking an immediate tax deduction on contributions & they can also hold funds indefinitely
JIFFY.ai ILLUMINATIONS: Implementing Technology? Look Before You Leap
Wealth management firms are rapidly moving to implement technology to be able to continue to innovate and to keep evolving
The Taylor Report for October 25
The 4th quarter is off to a good start & Halloween is just days away. Looks like the bear market in BTC, ETH, Equities and Gold have decided to go out trick-or-treating as a bull.

Curated Industry Content