Publisher Notes for 2/1/23 Friends, we're pleased to announce the launch of a new column to our content lineup this week - "Back Office Heroes" - with great insights for our audience on the very real benefits of digitizing and automation. READ UP! | Cindy Taylor, Publisher

News | Markets

Is the Dollar's Dominance Eroding?
Don't ignore what's standing right in front of you. Like what? The potential & ultimate demise of the good old U.S. dollar

The Week in Digital Wealth (2/1/23)
In this week's column covering digital wealth the world over, we cover news from Amazon, Deloitte & AmeriSave, amongst others

Advisor Tech Talk (2/1/23)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from Orion, Vestmark & BNY Mellon, to name a few

Decentralized Diaries For The Week of 2/1/23
Bitcoin Prices Remain at $23k, the Altcoins Stabilized, Amazon Set to Launch NFT Initiative, plus more Defi News

Top 5 VC Deals of the Week in Digital Wealth (2/1/23)
This week, our top 5 VC deals in digital wealth came to us from DaileyPay, PayEm, Injective, Blockstream & Tranch

Podcasts

STANDARD DEVIATIONS PODCAST: Derek Hagen - The Role of Money in a Life of Meaning
This week on the Standard Deviations Podcast, Dr. Daniel Crosby chats with Derek Hagen of Money Health Solutions about his three part formula to shape a meaningful life

Rethink. Financial Advice Podcast: Price Trumps Niche for Firm Growth Featuring Angie Herbers
Angie, Adam & Derek discuss what happens when your clients don't want all their money with one advisor and fostering a startup mentality to grow your firm

Thought Leadership

	JIFFY.ai ILLUMINATIONS: Exceeding The Expectations of The New Age Client, Part 2 As an advisor, you understand what your clients' expectations are. But does your technology exceed those expectations?
	BACK OFFICE HEROES: The First Step in the Financial Planning Process is Client Data Gathering Onboarding new clients is an onerous & time-consuming process for financial advisors, but it's necessary for a successful relationship
	REAL CLEAR CRYPTO: Bitcoin at $23,000... to Chase or Wait? January was a great month for crypto assets with most large-cap tokens up a respectable 35%+ for the month. What will February hold?
	MARTECH MINUTES: Resetting - How Wealth Firms Can Grow Harnessing Financial Content With today's economic challenges, firms & advisors will need to plan how they communicate with current clients & attract new ones to grow AUM
	The Taylor Report (1/31/23) It seems celebrating a 5% inflation rate (if you don't eat, drive, live or leave the house) is really cool. IT'S NOT! I know I've mentioned this before but, RECESSIONS ARE NOT BULLISH!

Curated Industry Content

Practice Management:

• How Financial Firms Can Decide What to Automate First
• Why Financial Advisors Matter More During Recessions
• Four Steps for Having Difficult Conversations with Clients
• So You Want to be a Podcaster? How Financial Advisors Can Get Started

Industry News:

• IN MEMORIAM: Gavin Spitzner, Wealth Consulting Partners
• How the Pandemic Changed In-Person Events - For the Better

Fintech Quote of the Week

"Software eats expertise." - Tom Creighton, Wealthsimple