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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 3/15/23

Friends, the 800-pound gorilla in the room is, of course, the banking sector blow up that occurred this past week. In the meantime, the world of digital wealth moves forward, despite the ensuing market chaos. READ UP! Cindy Taylor, Publisher

News | Markets

Bitcoin: "I didn't do it."
BTC did NOT cause the collapse of Silicon Valley Bank. Nor Signature Bank. Nope, the SVB collapse was an inside job & the Fed was complicit

The Week in Digital Wealth (3/15/23)
In this week's column on digital wealth the world over, we cover news from Silicon Valley Bank, LexisNexis & Credit Karma, amongst others

Advisor Tech Talk (3/15/23)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from iPipeline, Masttro & Salesforce, to name a few

Decentralized Diaries For The Week of 3/15/23
Bitcoin Prices are up, Set to Test the $25k Resistance Level, South Dakota's Governor Vetoed Crypto Definition Bill, plus more

Top 5 VC Deals of the Week in Fintech (3/15/23)
This week, our top 5 VC deals in digital wealth came to us from Scroll, Till Payments, Masttro, Kresus & Vantage

Podcasts

STANDARD DEVIATIONS PODCAST: Morgan Housel - The Psychology of Money, Part 2
This week on Standard Deviations Podcast, Dr. Daniel Crosby is joined by Morgan Housel to discuss the lessons from his book across cultures

Rethink. Financial Advice Podcast: Putting the Advisor First - An Accelerating Curve Featuring Dave Karr
Dave, Adam & Derek discuss: How strong advisors who are really connected to their clients hold all the cards & more

Thought Leadership

MARTECH MINUTES: The Rise of Advisor Marketing Departments
Advisor marketing teams generally rely on multiple MarTech tools to create and provide their services. But often, the tools are disconnected
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
BACK OFFICE HEROES: Why Financial Advisors Matter More During Recessions
Firms need to set up their financial advisors for success, and investing in new technology is one way to accomplish that goal
The Taylor Market Report (3/14/23)
Is the Fed bailout (full deposit backstop) of SVB & Signature Bank the first step in taking over the banking system and paving the way for a CBDC (central bank digital currency)?
REAL CLEAR CRYPTO: It's Not About Bitcoin. It's About the Technology
Everyone has heard of Bitcoin, but not everyone has heard of the exciting ways that blockchain will power tomorrow's technology companies

Curated Industry Content

Industry News & Practice Management:

Fintech Quote of the Week

"My guess is that fintech will dominate the next four decades of startup banking. The Future Silicon Valley Bank, serving the next generation of high-growth software startups, will not be a bank at all." - Don Muir, CEO at Arc