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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 1/25/23

Friends, crypto is up, markets are flat, VC is down and it's a TOTAL MASH UP of news out there in the fintech sector. Thankfully, we've got it all broken down for you in this week's newsletter - AGAIN! READ UP! | Cindy Taylor, Publisher

News | Markets

Markets & Baseball: It Ain't Over 'til It's Over
It seems like an appropriate time to bring up some quotes from the famous Yogi Berra and apply them to today's financial landscape

The Week in Digital Wealth (1/25/23)
In this week's column covering digital wealth the world over, we cover news from the WEF, Oracle, BondExchange & Goldman Sachs, amongst others

Advisor Tech Talk (1/25/22)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from from Advisor360, FNZ, & First Rate, to name a few

Decentralized Diaries For The Week of 1/25/23
Bitcoin Prices Hit $23k, Genesis Holdco LLC Filed for Chapter 11 Bankruptcy, Peter Thiel Made $1.8 Billion Before Crypto Crash, plus more

Top 5 VC Deals of the Week in Digital Wealth (1/25/22)
This week, our top 5 VC deals in digital wealth came to us from Tabby, Thrivecart, Anyfin, Linkpay and The Nil Foundation

Podcasts

STANDARD DEVIATIONS PODCAST: Eric Clarke - Driving Better Investor Behavior
In this episode, Dr. Daniel Crosby speaks with Eric Clarke, CEO of Orion Advisor Solutions about the underdog trend in fintech, the role of advisors in coming years & more

Rethink. Financial Advice Podcast: Asking for Referrals Featuring Libby Greiwe
In this episode, Libby, Adam & Derek discuss how to identify mentors and advisor practices you would like to learn from, plus how to embrace industry change

Thought Leadership

REAL CLEAR CRYPTO: What Does Bullish Mean in Crypto?
The things that make a crypto market trend upward (bullish) or downward (bearish) are the same things that give value to that crypto
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: A Best-of-Breed Approach to Marketing
In the financial service industry, CMOs and marketers are changing how they manage marketing technology (MarTech)
The Taylor Report (1/25/23)
Inflation is still high, commodities are ticking up again, the Fed is still raising rates higher & employment layoffs are gaining momentum, plus that pesky recession looms larger

Curated Industry Content

Practice Management:

Industry News:

Fintech Quote of the Week

"Millennials are the least insured generation since WWII... insurance companies are ripe for disruption." - Mark Dowds, Trov