Publisher Notes for 2/15/23 Friends, Happy Valentine's Week, and what a week we're in! With 3 "mysterious" aircraft shot out of the sky and the Super Bowl BEHIND us, what could be AHEAD of us? One thing we know for sure, fintech innovation marches on. READ UP! | Cindy Taylor, Publisher

News | Markets

UFOs? Balloons? Confusion, Distraction and Slight of Hand?
With all eyes looking UP, common sense says maybe you should look DOWN. But for what? Distraction from budget talks & possible U.S. debt default?

The Week in Digital Wealth (2/15/23)
In this week's column covering digital wealth worldwide, we cover news from MoneyGram, Mastercard & Fierce (love that name!), amongst others

Advisor Tech Talk (2/15/23)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from Asset-Map, Conquest Planning & SigFig, to name a few

Decentralized Diaries For The Week of 2/15/23
Bitcoin Went Sideways but Remained in the $21K Range, Binance Halted USD Deposits & Withdrawals, and Gemini Struck a Deal with Genesis

Top 5 VC Deals of the Week in Fintech (2/15/23)
This week, our top 5 VC deals in digital wealth came to us from Salt Lending, Coincover, Canoe, Conquest & Car IQ

Podcasts

STANDARD DEVIATIONS PODCAST: Jamie Hopkins - Financial Planning for a Life on Purpose
This week on the Standard Deviations podcast, Dr. Daniel Crosby and Jamie Hopkins of Carson Group discuss why understanding our own money stories is such a valuable principle

Rethink. Financial Advice Podcast: Are you ready for a global financial disruption? Featuring Evelyn Jacks
In this podcast, Evelyn, Adam & Derek discuss real wealth management, sustainable wealth across generations and more

Thought Leadership

	BACK OFFICE HEROES: Setting Expectations - What RIAs Need to Know for the Next 5 Years Looking forward means being prepared, and financial advisors and planners need to know what they can expect for the foreseeable future
	JIFFY.ai ILLUMINATIONS: How Intelligent Automation Leads to Higher Satisfaction and Higher Margins To grow a retail wealth management business to scale, advisors needs to strongly consider areas prime for automation
	REAL CLEAR CRYPTO: Blockchain is Changing my Business - Legal Sector In this article, we identify the many ways that blockchain and digital assets are changing paradigms for attorneys
	The Taylor Market Report (2/14/23) Remember the rock song "I fought the law and the law won?" How about........"I fought the Fed and the Fed won." Don't fight the Fed. They are taking money out of the system.
	MARTECH MINUTES: Why Wealth Firms Should License Enterprise MarTech For Their Advisor's Marketing For independent advisors under an RIA or independent BD model, the marketing team often provides a vendor list for advisors to select MarTech options

Curated Industry Content

Practice Management:

• Why Data Is a Differentiator for Financial Advisors
• A Primer on Private Credit as an Opportunity for Fixed Income Replacement
• Learning And Development Has Become Essential To Fintech Success

Industry News:

• Clients Crave Alternative Investments, Make Sure They Have Access to the Right Ones
• Pacific Life Mobilizes Technology and Product Innovation to Drive New Relevance for Annuities Across RIA Segment

Fintech Quote of the Week

As Jim Henson said, "Machines should work; People should think." - Michael Partnow, JIFFY.ai