Publisher Notes for 11/29/22 Friends, while we're now headfirst into the holiday season, the news in the digital wealth sector keeps flowing, with more VC fundings, additional fallout from the FTX collapse and new thought leadership on technology trends worth reviewing. READ UP! | Cindy Taylor, Publisher

News | Markets

FTX and Crypto. Is Regulation Really The Answer?
Even the strictest and tightest regulations would not have (or could not have) prevented the FTX debacle. Remember Bernie Madoff?

The Week in Digital Wealth (11/29/22)
In this week's column covering digital wealth the world over, we cover news from BlockFi, Bitget, PayZen, Motive Partners, & TradeSmarter, amongst others

Post-Pandemic Martech: Greater Focus on Lead Gen for Wealth Firms
Marketing technology for financial advisors and wealth management firms has become essential to connecting with prospects and clients

Decentralized Diaries For The Week of 11/29/22
Bitcoin remains in the doldrums, DeFi token Prices struggle, US Senate Committee to hold hearing on FTX collapse & more

Top 5 VC Deals of the Week in Digital Wealth (11/29/22)
This week, our top 5 venture capital deals in digital wealth came to us from Balance, PayZen, Prosper Marketplace, Karmen & Cobee

Thought Leaders

	WEALTHTECH INSIDER: How to Know It's Time to Find a New Tech Provider Innovation is happening everywhere around us, all the time-but when do you need to drop an old piece of technology in favor of something new?
	REAL CLEAR CRYPTO: Answering Tough Crypto Questions From Clients In light of the recent FTX debacle, it bears revisiting this important story on how to address tough questions around crypto investing with clients
	FINTECH CORNER: Compliance Audits - It Helps To Know What's Coming: Part 2 Many firms struggle to manage their compliance demands and are unable to maintain a sufficient dedicated, experienced compliance team
	JIFFY.ai Illuminations: The Internal Sale of Automation While owners might want to implement tech at the enterprise level, effective automation drills down to solve problems for each stakeholder
	The Taylor Report for November 29 Dear Santa, I have been good (and bullish) all year. Will you bring me a new bull market? Can you make inflation go away? Will you make the Fed stop raising interest rates? Can you make gold be viable again?

Video

HOSTED BY TIFIN: Ultra Blue Capital's Algorithmic Fundamentals ETF (UBCB)
With more & more market data available today, it's critical that investors find ways to process and find meaning in that information. We sat down with Pouya Taaghol, PhD, Portfolio Manager at Ultra Blue Capital, to learn more about how they are using artificial intelligence (AI) algorithms to help identify profitable U.S. large-cap companies with the best predicted expanding fundamentals across multiple sectors in their UBCB ETF.
CLICK HERE TO VIEW VIDEO

Curated Industry Content

• Digital Assets: Safe Investing and Protecting Your Investment
• The Times They Are a-Changin': Automating Workflows in Financial Services
• Why Advisory Firms Need Role-Based Technology
• WHITEPAPER: The Difference Between Digital Marketing and Growth Marketing for Advisors
• WHITEPAPER: Behavioral Alpha - An Advisor's Greatest Value