Publisher Notes for 2/8/23 Friends, another great newsletter, including tips on best practices for gathering client data, a look at the top blockchain-based ESG companies, crafting a meaningful money journey & starting a tech firm! READ UP! | Cindy Taylor, Publisher

News | Markets

Dazed & Confused: Balloon, Unemployment & Inflation Confound
If previous spy balloons went undetected, huge employment numbers went undetected & inflation went undetected, what will finally be DETECTED?

The Week in Digital Wealth (2/8/23)
In this week's column covering digital wealth the world over, we cover news from Hippo, PayPal, FTX & Goldman Sachs, amongst others

Advisor Tech Talk (2/8/23)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from First Trust, TIFIN & Pontera, to name a few

Decentralized Diaries For The Week of 2/8/23
Bitcoin Remained in Positive Territory, Gemini Faces Investigation, MicroStrategy Reported Losses & Berkshire Hathway calls for Crypto Ban

Top 5 VC Deals of the Week in Fintech (2/8/23)
This week, our top 5 VC deals in digital wealth came to us from MNT-Halan, Moov, Financial, Finbourne Technology, Hnry & Pow.re

Podcasts

STANDARD DEVIATIONS PODCAST: Jeff Bernier - The Money and Meaning Journey
This week on the Standard Deviations Podcast, Dr. Daniel Crosby chats with Jeff Bernier from TandemGrowth Financial Advisors about the role of hard work in crafting a meaningful money journey

Rethink. Financial Advice Podcast: Are the Right People Building Fintech
In this episode, Adam Holt & Derek Notman dig into the shapers of fintech & share their personal experiences of starting fintech companies

Thought Leadership

	BACK OFFICE HEROES: The Fundamentals of Client Data Gathering In today's digital era, providing a modern client experience is how firms differentiate themselves from the pack
	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?
	REAL CLEAR CRYPTO: Blockchain Leaders in ESG In this article, we will examine three blockchain projects that have been identified as ESG leaders by Sarson Funds
	The Taylor Report (2/7/23) Not many people in the financial markets today have experienced a true bear market (70's type). These markets are not going to be kind to those who choose to ignore the Fed
	MARTECH MINUTES: How to Enhance Your Client Communication Using Content Advisors need to use social media, email blogs & articles, and client newsletters to build strong relationships with clients and prospects

Curated Industry Content

Practice Management:

• An Automation Center of Excellence Can Simplify the Most Complex Businesses with Technology
• How Advisors are Influencing Clients to Take Their Financial Advice
• Make an Impact With Clients and Prospects Through Custom Content

Industry News:

• Sanctuary Wealth Appoints Industry Veteran And Fintech Entrepreneur Adam Malamed As Chief Executive Officer
• Pacific Life Mobilizes Technology and Product Innovation to Drive New Relevance for Annuities Across RIA Segment
• TIFIN Announces Strategic Collaboration with Morningstar to Enhance its AI-Powered Distribution Platform

Fintech Quote of the Week

"We're trying to educate the students (on blockchain), not waterboard them" - Steven Lupien, Director, Center for Blockchain & Digital Innovation at University of Wyoming