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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 4/12/23

Friends, our new zoomcast series "Fintech & Philosophy" is FINALLY HERE and we're so excited! In the meantime, there's more CAN'T MISS financial technology news & insights in our editorial line up this week. READ UP! Cindy Taylor, Publisher

News | Markets

Ever Really Consider "What If?"
"What if" the Fed (Treasury, SEC, CFTC, etc.) declares bitcoin (crypto) illegal and U.S. citizens were banned from holding digital assets?

The Week in Digital Wealth (4/12/23)
In this week's column on digital wealth the world over, we cover news from Coinbase, the US Treasury and Paypal, amongst others

Advisor Tech Talk (4/12/23)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from Modern Wealth Management & Savvy Wealth, to name a few

Decentralized Diaries For The Week of 4/12/23
Bitcoin Sentiment Remained Positive, as Prices Cross $30k, US Presidential Candidate Warned Against FedNow, CBDCs & more

Top 5 VC Deals of the Week in Fintech (4/12/23)
This week, our top 5 VC deals in digital wealth came to us from Quantexta, LayerZero, TerraPay, Fourthline & Zamp Finance

Zoomcasts

FINTECH & PHILOSOPHY with Cindy Taylor

Welcome to my new Zoomcast series "Fintech & Philosophy", where we we explore the personal motivations that drive the successes behind fintech's top C-suite executives!

For our first episode, we're joined by Michael Partnow, Group President of Wealth at JIFFY.ai

Thought Leadership

BACK OFFICE HEROES: Making Operational Excellence Your Strongest DIfferentiator
Operational excellence seems like a lofty goal for many firms, but putting it into practice is necessary to reach growth opportunities

JIFFY.ai ILLUMINATIONS: How to solve for Automation BEYOND Traditional RPA
Where there is repetitive work, technology could take tasks away from humans to make their time more valuable and productive

REAL CLEAR CRYPTO: The Metaverse - What Advisors Need To Know
To better answer questions for their clients, it would be helpful for advisors to understand what the metaverse is and where is this all coming from

The Taylor Market Report (4/11/23)
Even if (big if) inflation drops to 3%, interest rates would need to be 5% to have positive returns. Should inflation only drop to 4%...well, do the math. It ain't bullish

MARTECH MINUTES: Digital Marketing Basics Part 3 - Focusing on Meta Descriptions
Whether you manage your company's blog, or simply write a few blurbs for your website - paying attention to keywords is critical to your SEO

Curated Industry Content

Practice Management:

Fintech Quote of the Week

"Biggest risk from the introduction of FedNow this July is that the US banking system already has too little liquidity, as banks already hold far too little cash to handle the potential for 24/7/365 withdrawals." - Caitlin Long, Founder of Custodia Ban