Publisher Notes for 2/22/23 Friends, in celebrating President's Day this week, it's interesting to note that Washington (along with Hamilton) arguably created the original American fintech - the Bank of the United States. Fascinating! In the meantime, READ UP! | Cindy Taylor, Publisher

News | Markets

This Time It's Different……..Again
After trying for years to get inflation back up to the "magical" 2% goal, the Fed (and indeed all central banks) have a bit of a problem

The Week in Digital Wealth (2/22/23)
In this week's column covering digital wealth worldwide, we cover news from Apple, InstaCart and Stripe, amongst others

Advisor Tech Talk (2/22/23)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from Ally, Orion & Vestwell, to name a few

Decentralized Diaries For The Week of 2/22/23
Bitcoin Hit $25k, Altcoins Remained Steady, Bakkt Announced App Shutdown to Focus on B2B Activities & OpenSea Eliminated Trading Fees

Top 5 VC Deals of the Week in Fintech (2/22/23)
This week our top 5 VC deals in fintech came to us from PhonePe, Taurus, Smile Identity, Monad Labs & Shift

Podcasts

STANDARD DEVIATIONS PODCAST: Adam Holt - Advice Engagement and the Future of WealthTech
This week on the Standard Deviations podcast, Dr. Daniel Crosby and Adam Holt of Asset-Map discuss how tech & human advisors can best work together for the client's benefit

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

	BACK OFFICE HEROES: Creating a Frictionless Onboading Experience Much of the important trust-building work happens while a client seeks an advisor, but keeping that trust is also important
	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: "Green" Bitcoins & How Crypto Can Support Environmental Sustainability Crypto's multi-feature utility shows that it has the potential to help countries reach their climate goals faster
	The Taylor Market Report (2/21/23) Morgan Stanley announced stocks could decline 25%, real estate sales are beginning to plunge, inflation didn't go "poof" away. The bright spot is in the bitcoin/ethereum corner
	MARTECH MINUTES: Using Keywords To Level Up Your Finance Content Marketing Finance content keywords helps drive traffic to your website and boost your SEO, and we include tips for strengthening keywords as well

Curated Industry Content

Practice Management | Industry News:

• Prospecting with NexGen Technologies for Financial Advisors
• Why Email Campaigns Still Matter
• Clients Crave Alternative Investments, Make Sure They Have Access to the Right Ones
• Commonwealth's Record-Breaking 2022 Saw Year-Over-Year New Assets Nearly Double

Fintech Quote of the Week

"Remember back to 2000 and the "dot com" frenzy was in full bloom? The internet was new and hot. Stock valuations soared higher than a Chinese spy balloon." - Bill Taylor, CEO | Digital Wealth News