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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 5/24/23

Friends, this week we explore the current state of CBDCs interntationally, celebrate this year's winners of the National Back Office Heroes Day, and wish DWN co-founder Bill Taylor a VERY HAPPY BIRTHDAY!! READ UP!! Cindy Taylor, Publisher

News | Markets

How Far Have CBDCs Come?
Central Bank Digital Currencies (CBDCs) have recently picked up steam and several countries have explored pilot projects with mixed success

The Week in Digital Wealth (5/24/23)
In this week's column on digital wealth the world over, we cover news from the SEC, Overbond, YCharts & Orion, amongst others

Advisor Tech Talk (5/24/23)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from Ledgible, Marstone & Pontera, plus more

Decentralized Diaries For The Week of 5/24/23
Bitcoin Continued to Test Selling Pressure, Remains at $26.9k, Circle Shifted $8.7 Billion to Repo Agreements and FTX Sued Bankman-Fried, etc.

Top 5 VC Deals of the Week in Fintech (5/24/23)
This week, our top 5 VC deals in digital wealth came to us from Tipalti, Zip, Auradine, River Financial & Cormint Data Systems

Blockchain Education for Everyone (BEE)

Blockchain Education for Everyone (BEE) is Born - A Program Overview

WYOMING BEE | Blockchain Education for Everyone: Meet Caitlin Long
Custodia Bank founder Caitlin Long has become such a household name in blockchain circles that most of her press can dispense with the introduction. Now she's helping provide guidance for the"Blockchain Education for Everyone" (BEE) Initiative being developed for America's high school and community college students.

Thought Leadership

BACK OFFICE HEROES: Celebrating the 2023 Winners
A back office hero is someone who ensures the behind-the-scenes work is taken care of in a wealth management firm - meet this year's winners
JIFFY.ai Illuminations: Spring Cleaning Your Wealth Tech
Technology used to last 20-25 years, but today, with so many apps and frameworks, it's important to evaluate your technology every 5-10 years
MARTECH MINUTES: Tips For Selecting Best-of-Breed MarTech
The financial industry is unlike most due to advertising regulation that presents both a problem & an opportunity for marketing technologies
The Taylor Market Report (5/23/23)
First, to be perfectly clear, THIS WEEKLY REPORT IS NOT AI-GENERATED. You don't need any type of intelligence to know that the financial markets are going nowhere
REAL CLEAR CRYPTO: When to use Private vs. Public Blockchains
Blockchains, a/k/a distributed ledgers, have been a subject of intense interest for their transformative potential in business applications

Curated Industry Content

Industry Briefs

Fintech Quote of the Week

"Illuminating findings on from a recent Nuveen study. 87% of individuals want to have a relationship with a financial advisor established at the time of wealth transfer (&) 80% of individuals would STAY with their family's financial advisor if they were connected before age 20." - Kristen Ly, Hightower Advisors