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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 12/14/22

Friends, this week we explore the REAL value of gold, bitcoin and the USD, and also delve into the value of crypto education. We also review OCIOs and dig into the latest fintech news of the week. READ UP! | Cindy Taylor, Publisher

News | Markets

Gold? Bitcoin? Dollar? What's the "Real" Value?
What is a "real" valuation of something? Although there is a lot of discussion about what the value of bitcoin is, let's not be that specific

Advisor Tech Talk (12/13/22)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from from Redtail, Voyant & Broadridge, to name a few

The Week in Digital Wealth (12/13/22)
In this week's column covering digital wealth the world over, we cover news from Wave Financial, BondIT, Millenium Trust, FDX, amongst others

Decentralized Diaries For The Week of 12/13/22
Bitcoin Hit $17,000, Circle Terminated Arrangements to go Public, Post-FTX, Goldman Sachs is on a Crypto Bargain Hunt, plus more

Top 5 VC Deals of the Week in Digital Wealth (12/13/22)
Our top 5 venture capital deals in fintech for the past week came to us from Allica Bank, KreditBee, Keyrock, MarginEdge & Setpoint

Podcast

Rethink. Financial Advice Podcast: Work-Life Balance for Financial Advisors? Featuring Dr. Travis Parry
In this episode, Adam Holt & Derek Notman dig into work-life balance with guest Dr. Travis Parry, a "recovered financial advisor"

Thought Leaders

REAL CLEAR CRYPTO: Sarson Funds Launches American Crypto Academy
Sarson Funds believes that there currently exists a disconnect between Wall Street's view of digital assets and blockchain technology
WEALTHTECH INSIDER: How OCIO Helps Grow and Scale Your Business
Outsourced chief investment officer solutions, or OCIOs, have been available for a while, but were often viewed as higher touch versions of TAMPs
FINTECH CORNER: Why Client Advisory BoardsTechnology changes quickly, and for advisor-facing fintechs, the industry they serve is changing quickly as well
INTELLIGENCE FOR GROWTH: How to Optimize Headlines to Get More Clicks
In this article, TIFIN Clout, an AI-powered digital marketing solution for financial advisors, offers practical guidance and actionable tips
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
The Taylor Report (12/13/22)
I want to believe. I really do. No, not in Santa Claus but rather all the happy, optimistic, forward-looking economic chatter. But, alas, I just can't. Inflation in the US, came in "lighter" then estimated BUT 7% is NOT good.

VIDEO

HOSTED BY TIFIN: Learn About Janus Henderson's Net Zero Transition Resources ETF (JZRO)
Investors are learning that a decrease in global emissions can come with an increase in their AUM. We were joined by Tal Lomnitzer, Senior Portfolio Manager at Janus Henderson Investors, to explain how their Net Zero Transition Resources ETF works toward its goal of achieving "net zero" carbon emissions through the decarbonization of the global economy, such as carbon reduction, energy transition, sustainable mobility, sustainable industry, and sustainable agriculture.

Curated Industry Content