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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 4/19/23

Friends, the wealthtech industry is going through some major reshuffling right now, as is tech in general, but there are so many positives going on, too. You've gotta stay informed to have the edge! To that end, READ UP! Cindy Taylor, Publisher

News | Markets

Gold Has a Warning For Bitcoin
Gold, and now bitcoin, are considered to be a way to hedge against inflation, geopolitical events, fiat currency demise AND more

The Week in Digital Wealth (4/19/23)
In this week's column on digital wealth the world over, we cover news from Liquidnet, NCR & Robinhood, amongst others

Advisor Tech Talk (4/19/23)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from FNZ, Hexure & Opto Investments, to name a few

Decentralized Diaries For The Week of 4/19/23
Bitcoin Tested $30k Price Levels, Holding at $29k, G20 Finance Ministers Seek Global Policy Responses Regarding Crypto Assets & more

Top 5 VC Deals of the Week in Fintech (4/19/23)
This week, our top 5 VC deals in digital wealth came to us from Clear Street, Altruist, PhonePe, Sei Labs & Elevate

Podcasts

STANDARD DEVIATIONS PODCAST: Dr. Emily Koochel - A Fresh Perspective on Financial Psychology

RETHINK. FINANCIAL ADVICE PODCAST: Ignore Marketing Data at Your Own Peril Featuring Samantha Russell

FINTECH & PHILOSOPHY ZOOMCAST with Cindy Taylor: Meet Michael Partnow of JIFFY.ai

Thought Leadership

MARTECH MINUTES: Leveraging Enterprise Technology for Advisor Marketing
Using enterprise MarTech can help alleviate advisor marketing problems by streamlining technologies & reducing advisors' marketing workload
JIFFY.ai Illuminations: Calculating Return on Investment
In a world where technology is making transformational changes in business, calculating ROI requires more than a simple equation
REAL CLEAR CRYPTO: Solana | Survive & Advance
With the price rocketing from an $8 December low to $25 on 4/17/23, what do Solana investors know that the rest of us are missing?
The Taylor Market Report (4/18/23)
S&P 500 is in "funny land." Inflation, stagflation, recession, soft/hard landing is not good for equities. When the mood changes & reality hits, you will wish you were short
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

Curated Industry Content

Practice Management & Market News:

Fintech Quote of the Week

"Technological innovations will be the heart and blood of the banking industry for many years to come, and if big banks do not make the most of it, the new players from Fin-Tech and large technology companies surely will". - David M Brear, CEO | 11:FS Foundry