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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 12/7/22

Friends, this week we learn about "Modern Government Management Theory", introduce a new podcast series covering the advisor space and trends, and offer more industry news coverage of crypto, wealthtech and digital wealth. READ UP! | Cindy Taylor, Publisher

News | Markets

FTX Missing Money? So What's The Big Deal?
Shocked at how much money is missing from FTX? Why? It appears Sam is just a very astute follower of "Modern Government Management Theory"

Advisor Tech Talk (12/7/22)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from from Smarsh, Voya, LTX & Voya, to name a few

The Week in Digital Wealth (12/7/22)
In this week's column covering digital wealth the world over, we cover news from JG Wentworth, Intuit, CFP Board and SmartRent, amongst others

Decentralized Diaries For The Week of 12/7/22
Bitcoin Prices Sluggishly Recover, The FTX Saga Continues, BlockFi Files for Chapter 11 & BlackRock CEO Shows Support for Crypto and Blockchain, plus more

Wealthtech Executive Moves
The week after Thanksgiving brought several high-profile executive announcements across the fintech and wealthtech spaces

Podcast

Rethink. Financial Advice Podcast: Is Financial Advice an Industry or Profession?
Adam Holt & Derek Notman interview Kobus Kleyn and discuss why it's vitally important for advisors to shift from being in an industry to embracing the profession, his love of South Africa & more

Thought Leaders

REAL CLEAR CRYPTO: Time Is Now For Advisors To Learn Crypto, Blockchain
The wealth management space is late to the blockchain discussion. Crypto enthusiasts have been talking about the technology for over a decade
WEALTHTECH INSIDER: Redefine the Client Experience with the Client Portal
An up-to-date client portal needs to offer a streamlined, unified experience for investors and prospects, said Josh Benson at Orion
JIFFY.ai Illuminations: Applying the Learning from Reading The Tortoise and the Hare
Advisors are surrounded by a bewildering array of new technologies and ideas purporting to help them grow and become more efficient
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
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
The Taylor Report (12/6/22)
One more "shoe" to drop? Real estate. I know, gotta get that house now, right? Ah, no. Be ready, be smart and be prepared. Bear markets can (and will) get very nasty

Curated Industry Content