Publisher Notes for 1/4/23 And, just like that, the holidays are a wrap! Friends, jumping into 2023 with a crisp newsletter, full of the industry news you need NOW to get the year underway! READ UP! | Cindy Taylor, Publisher

News | Markets

2023: Let's Keep The New Year In Perspective
Just because it's a new year doesn't mean that the "experts" (economists, academics, fund managers, media pundits) have gotten any smarter

The Shift to Social Media for News Content
We break down a recent Pew Research report that highlights how Americans are accessing news content, and the role that each social media platform plays

The Week in Digital Wealth (1/3/23)
In this week's column covering digital wealth the world over, we cover news from MicroStrategy, First Bancorp & Choreo, amongst others

Decentralized Diaries For The Week of 1/3/23
Bitcoin stayed within 16K, Gemini, Winklevoss twins face lawsuit over Gemini earn redemption failures, plus more

Top 5 VC Deals of the Week in Digital Wealth (1/3/22)
This week, our top 5 venture capital deals in digital wealth came to us from Toss, Amber, Akulaku, Mews & Aztec Network

Podcast

Rethink. Financial Advice Podcast: Overcoming the Tyranny of the Urgent with Rich Campe
In this episode, Rich, Adam & Derek discuss how clients leave clues to what is important to them; how to use lagging & leading indicators for growth, and creating an experience beyond yourself

Thought Leaders

	JIFFY.ai ILLUMINATIONS: Changing Firms? Here's What You Need to Know Before You Go Advisors planning to change parent firms will have their work cut out for them, according to Brian Bristow of JIFFY.ai
	As Markets Evolve, RIA Firms Can Utilize Alts to Increase Enterprise Value Current trends offer RIAs opportunities to drive greater value in their businesses, If they partner with the right alts investments platform
	INTELLIGENCE FOR GROWTH: How AI Can Help Advisors Find The Best Clients Advisors today have plenty of options for generating leads-but how do they find the ones that will be the best prospects?
	The Taylor Report (1/3/23) Like the disclaimers say, "the past is not indicative of future results." That is certainly true in a bear market. Markets can, and do, go down longer then people believe

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

Curated Industry Content

• OpEd: How Time, Technology & Teamwork Can Help Advisors Avoid Common Mistakes During Transitions
• What to Expect When You Are Automating: Financial Service Leaders Weigh-in on the Perfect Roadmap
• WHITEPAPER: 8 Tips for Financial Advisors to Level Up Their Social Media
• Ebook: Building your breakaway brand - The ultimate marketing guide for newly independent RIAs