Publisher Notes for 1/18/23 Friends, politics & markets are heating up in the new year, but the digital wealth space is just hitting its stride and we've got so much new thought leadership & sector news (+ deals) to report on this week! READ UP! | Cindy Taylor, Publisher

News | Markets

How's The New Year Going So Far?
With everyone accustomed to instantaneous results, should we just take the first two weeks' market accomplishments and call it a year?

The Week in Digital Wealth (1/18/23)
In this week's column covering digital wealth the world over, we cover news from Genesis, American Express & the SEC, amongst others

Advisor Tech Talk (1/18/22)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from Marstone & Savvy Wealth, to name a few

Decentralized Diaries For The Week of 1/18/23
Bitcoin Prices Rebound, Remain at $20k, Robinhood Announced Bitcoin SV Delisting. SBF Lawyers: $5 Billion in FTX Assets Recovered, plus more

Top 5 VC Deals of the Week in Digital Wealth (1/18/22)
This week, our top 5 venture capital deals in digital wealth came to us from Paytient, Butter, CyberX, The Easy Company and Mondu

Podcasts

STANDARD DEVIATIONS PODCAST: Dr. Sarah Newcomb - Rewriting Your Money Story
In this episode, Dr. Daniel Crosby speaks with behavioral economist Dr. Sarah Newcomb from Morningstar about the 'Loaded' budget and its psychological upside

RETHINK. FINANCIAL ADVICE PODCAST: Relatability as a Growth Strategy featuring JR Gondeck
In this episode, Adam Holt & Derek Notman talk w/ JR Gondeck about how he has thrived as an advisor by building a diverse practice

Thought Leadership

	REAL CLEAR CRYPTO: Did We Just Witness the Bottom for Crypto? Last week, for the first time in a long-time, crypto prices have started going up, and in some instances, they have gone up sharply
	JIFFY.ai ILLUMINATIONS: Exceeding The Expectations of The New Age Client As advisors, set personal resolutions for 2023, one of the things they need to focus on is understanding what their clients' resolutions are
	MARTECH MINUTES: How to Get More 'Social' on Social Media in 2023 Learn stats on advisor marketing for 2023, ideas to help financial advisors be more active on social media and which platforms to use
	The Taylor Report (1/17/23) Sorry bulls. Recessions are NOT bullish. Higher rates are NOT bullish. Uncertainty is NOT bullish. Real estate weakening is NOT bullish. Wake up and smell the reality. S&P 500 (equities) drop anther 20%

Curated Industry Content

Practice Management:

• Why Data Is a Differentiator for Financial Advisors
• When Finalizing your Budget, is the Client's Voice Represented?
• How AI Can Make Private Markets Investing Easy
• As Markets Evolve, RIA Firms Can Utilize Alts to Increase Enterprise Value

Industry News:

• White Glove Simplifies Pricing as Demand for Services Grows
• Docupace Launches Toolkit RIAs Designed to Remove Barriers to Growth

Fintech Quote of the Week

"If banks can't offer something more valuable than Amazon Prime, then we're probably in the wrong business.' - Ramy Nassar