Publisher Notes for 3/8/23 Friends, Daylight Savings Time comes to us this weekend. As we "spring ahead", so, too, does the news & thought leadership in fintech, wealthtech & digital assets, all right here. READ UP! Cindy Taylor, Publisher

News | Markets

Crypto Exchanges Plus Hedge Funds? Interesting.
Coinbase announced that it is buying One River Asset Management's crypto investments business & will be rechristened Coinbase Asset Management

The Week in Digital Wealth (3/8/23)
In this week's column on digital wealth the world over, we cover news from the CFPB, Remitly, AXA, and Zelle, amongst others

Advisor Tech Talk (3/8/23)
This week we dive into the latest wealthtech industry news from Advisor360, Altruist, FMG and InvestCloud, to name a few

Decentralized Diaries For The Week of 3/8/23
Bitcoin remains marginal at $22k after a sudden slide & US lawmakers question the SEC's crypto accounting rules, plus more

Top 5 VC Deals of the Week in Fintech (3/8/23)
This week, our top 5 VC deals in digital wealth came to us from Core Scientific, Chilz, Student Finance, Sesamm & Pagos

Podcasts

STANDARD DEVIATIONS PODCAST: Morgan Housel - The Psychology of Money, Part 1
This week on the Standard Deviations podcast, Dr. Daniel Crosby and Morgan Housel of The Collaborative Fund discuss why education improves outcomes in other disciplines but not always in finance, etc.

Rethink. Financial Advice Podcast: Cut the Tie! Is Advisor Attire Dated?
In this episode, Adam Holt & Derek Notman discuss what we used to wear and what we wear now, and how being genuine is what people really want over nice clothes & flashy toys

Thought Leadership

	JIFFY.ai ILLUMINATIONS: The New-Age Relationship Manager Relationship managers must go deeper than they historically have & rely less on external subject matter experts in client & prospect convos
	MARTECH MINUTES: How Best-of-Breed MarTech Improves Revenue When it comes to marketing, it's a combination of science and technology that must combine to produce results
	BACK OFFICE HEROES: The Essential Components of an RIA Productivity Suite There has been a gradual change in how advisors build relationships and service their clients, says Michael Pinsker of Docupace
	REAL CLEAR CRYPTO: Could Trump Inadvertently Weaken the Dollar? (and help Bitcoin) Reduced demand for U.S. dollar denominated assets, such as Treasury obligations, could potentially lead to a decline in the U.S. dollar
	The Taylor Market Report (3/7/23) Inflation is stubborn and will not be crushed with incremental small interest rate increases, which are going to have to go higher....much higher....higher than anyone thinks

Curated Industry Content

Industry News & Insights:

• As Focus Turns to Organic Growth Over M&A, Wealth Managers Combining Digital Engagement and Traditional Client Prospecting
• Sound Income Group: The Intersection of Technology & Retirement Planning
• White Glove Launches Turnkey Estate Planning Solution

Practice Management:

• How to Grow a $1 Billion RIA with Tech
• 5 Tips for Visually Driving Content Engagement

Fintech Quote of the Week

"New business is out there, but you'll never capture it if you don't know where to find prospects, what they want, & how you'll deliver to them." - Eric Clarke, CEO |Orion Advisor Solutions