Publisher Notes for 3/29/23 Friends, we have a new zoomcast series launching in April - "Fintech & Philosphy"! Watch for it here & on LinkedIn! In the meantime, SO MUCH NEWS and new thought leadership for you this week! READ UP! Cindy Taylor, Publisher

News | Markets

How's Your "Bank Bracket" Doing?
March Madness hasn't been just for basketball. Nope. March Madness has also spread to the banking sector this year

The Week in Digital Wealth (3/29/23)
In this week's column on digital wealth the world over, we cover news from Fiserv, Pay.com and NASDAQ, amongst others

Advisor Tech Talk (3/29/23)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from AssetBook, Lumiant & SS&SC, to name a few

Decentralized Diaries For The Week of 3/29/23
Bitcoin Prices Range at $27k, and Altcoins Remain Steady YoY, Florida's Governor Proposed Legislation to Ban CBDCs, plus more

Top 5 VC Deals of the Week in Fintech (3/29/23)
This week, our top 5 VC deals in digital wealth came to us from Rain, CCP Games, Tomi, Bitkeep and OP3N

Podcasts

STANDARD DEVIATIONS PODCAST: Dr. Sam Sivarajan - Ancient Wisdom Meets Modern Behavioral Science
This week on the Standard Deviations Podcast, Dr. Daniel Crosby & best-selling author Sam Sivarajan discuss the best means to convey behavioral & philosophical truths

Rethink. Financial Advice Podcast: Financial Well-Being Starts Day One Featuring Catherine Morgan
Derek Notman, Adam Holt & Catherine Morgan discuss how FAs don't need to be therapists but do need to listen and bring awareness to help unlock conversations

Thought Leadership

	BACK OFFICE HEROES: Wealth Management Operational Metrics that Matter Successful firms and RIAs are always working to achieve operational excellence. But how do you know when you've reached it?
	JIFFY.ai ILLUMINATIONS: "Lights, Camera, Action" AKA "Access, Transparency, Action"-Every value chain member must have an ideal experience with access, transparency, and actionable data
	MARTECH MINUTES: Digital Marketing Basics Part 1 - Database Management A common problem that marketing and advisor teams experience is how to create and maintain a hygienic database
	The Taylor Market Report (3/28/23) Markets are experiencing the calm (and complacency) before the storm. Get ready. The academics won't kill bitcoin. It's driving them crazy, but it's the ultimate "too big to fail."
	REAL CLEAR CRYPTO: A Slow Walk Away From Banking It seems that banking and cryptocurrency are top of mind for investors and US policy makers at the moment

Curated Industry Content

Industry News & Practice Management:

• Smarsh Announces Enhancements to its Professional Archive Platform
• 3 Remarkably Effective, Underused Marketing Ideas for Today's Financial Advisor
• Advisors Can Use Tech To Offer Clients A Better Way To Practice Charitable Giving

Accolades:

• Digital Wealth News Publisher Cindy Taylor Recipient of WSR Pathfinder Award - Top Women Industry Leaders Of 2023

Fintech Quote of the Week

"Take TIme to Talk Tech Today"- Bill Taylor of Digital Wealth News