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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 12/28/22

Happy New Year! Friends, while 2022 has been a wild ride, it's still been a great year & we're ever optimistic that the NEW YEAR will be an even greater one! Wishing you and yours health, happiness & abundance in 2023! READ UP! | Cindy Taylor, Publisher

News | Markets

Top 10 Posts on DIGITAL WEALTH NEWS for 2022
As we wrap up the year, we thought it would be fun to take a look back at the top posts, by pageviews, on Digital Wealth News for 2022

Important Facts Overlooked in the Year's Bear Market
Investing is NOT without risk, but apparently, if an investor loses money in a regulated product, it doesn't count

OpEd: How Time, Technology & Teamwork Can Help Advisors Avoid Common Mistakes During Transitions
Financial advisors will always consider changing firms to better their situations - even during the worst market conditions

The Week in Digital Wealth (12/28/22)
In this week's column covering digital wealth the world over, we cover news from Riskalyze, Bitget & MoneyGram, amongst others

Decentralized Diaries For The Week of 12/28/22
Bitcoin Prices Continued to Range at $16,863, Treasury Undersecretary-No Immediate Need for CBDC, OpenSea Banned Cuban NFT Artists, plus more

Podcast

Rethink. Financial Advice Podcast | The Secret to Financial Advisors & CPA Collaboration
In this episode, Adam Holt & Derek Notman discuss with guest Paul Saganey how FAs have been trying to break into the CPA trusted advisors space for years to minimal success

Thought Leaders

REAL CLEAR CRYPTO: Trump Goes Web3
Having previously said that he's "not a fan" of Bitcoin, Trump seems fine using BTC's tech for the creation of a profitable web3 community
WEALTHTECH INSIDER: 10 Cutting-Edge Tech Tools That Can Upgrade Your Practice, Part 2
A good technology partner is always thinking ahead, so that wealth management firms can focus more on what's next for their clients
The Taylor Report (12/27/22)
I have made the point over the years that EVERY new year's financial market prediction is ......... worthless. But, since they're usually free you can't lose anything, so here goes

Wealth Management Research

Digital Wealth News & The Wealth Mosaic (TWM) are partnering in a new research survey focused on the role & value of technology in the recruitment & retention of staff across US wealth management. The survey takes 3 to 4 minutes to complete, & results will be published in a whitepaper appearing later in Digital Wealth News & TWM. CLICK HERE TO PARTICIPATE

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