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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 1/11/23

Friends, we're excited to launch two new features this week - a new podcast series, Standard Deviations, and a new content series, MarTech Minutes. We think you'll love them both! READ UP! | Cindy Taylor, Publisher

News | Markets

New Year's Resolutions (Not Predictions) For Financial Markets
WE RESOLVE to NOT believe any of the predictions that are beginning to flood the media & WE RESOLVE to ignore all the hype around crypto

The Week in Digital Wealth (1/11/23)
In this week's column covering digital wealth the world over, we cover news from the SEC, Thompson Reuters & Transamerica, amongst others

Advisor Tech Talk (1/10/22)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from Advisor360, JP Morgan & Fidelity, to name a few

Decentralized Diaries For The Week of 1/11/23
Bitcoin Turned 14, Crossed 17k, Coinbase Settled With New York Regulators, Shopify Integrated Avalanche NFTs plus more

Top 5 VC Deals of the Week in Digital Wealth (1/10/22)
This week, our top 5 venture capital deals in digital wealth came to us from Money View, SarvaGram, Alicia, Liberate Innovations & Momentum Safe

Podcasts

STANDARD DEVIATIONS PODCAST: Dr. Daniel Crosby Interviews Joy Lere On Overcoming Imposter Syndrome
In this episode, Dr. Daniel Crosby is joined by psychologist Dr. Joy Lere who discusses "Imposter Syndrome" and how to overcome it

RETHINK. FINANCIAL ADVICE PODCAST: A Year in Review with Adam Holt & Derek Notman
In this episode, Adam & Derek discuss: What did you learn in 2022 and how do we make sure we don't waste it?

Thought Leadership

REAL CLEAR CRYPTO: How Blockchain is Changing My Business - 1 of a 4 part series
We discuss the 4 ways that blockchain and crypto are changing Real Estate via crypto, tokenization and NFTs
MARTECH MINUTES: Using Keywords To Level Up Your Finance Content Marketing
Read how finance content keywords helps drive traffic to your website and boosts your SEO plus tips for strengthening keywords
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
The Taylor Report (1/11/23)
Inflation is like a New Year's resolution. You put on 50 lbs eating too much. You resolve to lose weight, you drop 25 lbs, but you are still 25 lbs. heavier. Inflation eases to 6.5% from almost 8%. It's not bullish.....and you're still overweight.

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

Fintech Quote of the Week

"Ignoring technological change in a financial system based upon technology is like a mouse starving to death because someone moved their cheese" - Chris Skinner