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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 5/3/23

Friends, AS USUAL, we are loaded up with a plethora of new, information-packed and thought-provoking content in both our weekly columns and thought leadership. Interesting times are these! READ UP! Cindy Taylor, Publisher

News | Markets

Debt Ceiling. Bank Failures. De-Dollarization. Oh Boy!
Reality is setting in. With the U.S. debt ceiling being reached shortly, reality has arrived. It would appear that the U.S is bankrupt

The Week in Digital Wealth (5/3/23)
In this week's column on digital wealth the world over, we cover news from FICO, Wise, FedNow & Circle amongst others

Advisor Tech Talk (5/3/23)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from Pontera, Onramp & EncorEstate Plans, plus more

Decentralized Diaries For The Week of 5/3/23
Bitcoin Tested Selling Support at $27k, The SEC Released Another Anti-Crypto Video & Binance.US Abandoned Voyager Acquisition Deal, etc.

Top 5 VC Deals of the Week in Fintech (5/3/23)
This week, our top 5 VC deals in digital wealth came to us from Super.com, Clara, Zodia Custody, iZUMi Finance & Axoni (check out the Steph Curry connection!)

PODCASTS

STANDARD DEVIATIONS PODCAST: Mac Gardner - Kids and Money

Rethink. Financial Advice Podcast: Tech & Regulation Featuring Ian McKenna

FINTECH & PHILOSOPHY ZOOMCAST with Cindy Taylor: Meet Stephen Stricklin of Bright Portfolios

Thought Leadership

JIFFY.ai Illuminations: Take Control
Have you thought about how rising interest rates will affect the banking & wealth industries, or how these problems can be solved with tech?
REAL CLEAR CRYPTO: The Ghost of Ethereum
One of the key elements that struck (us) was the lack of Ethereum's presence at "Consensus" in Austin, Texas
BACK OFFICE HEROES: Technology Partner Integrations - What Organizations Should Consider
With the growing amount of new wealthtech year over year, integration scoring can point organizations in the right direction before they buy
MARTECH MINUTES: Critical Content Marketing Strategies for Financial Advisors
If you've grown complacent with your marketing efforts, here are seven items to focus on this year to help amplify your marketing
The Taylor Market Report (5/2/23)
The "mood" has changed. Reality has a way of doing that. Watch out investors/traders in equities. Next "shoe" to drop? Real estate. Commercial & residential. Lots of pain coming.

Curated Industry Content

Industry Brief:

Practice Management:

Fintech Quote of the Week

"The ledger systems that our traditional financial systems both in the banking system and securities system are not honest ledgers." - Caitlin Long, Custodia Bank