Publisher Notes for 8/2/23 Friends, If you're like the majority of America, it has been HOT HOT HOT! Now as things cool down a touch, time to focus back on markets and news in the digital wealth sector, and we've got it for you right here. READ UP!! | Cindy Taylor, Publisher

News | Markets

OpEd: Deception. Chaos. Can AI help?
Can AI sort through all the deception, chaos, multiple info sources & indexes to actually create one usable number or could it be corrupted?

The Week in Digital Wealth (8/2/23)
In this week's column on digital wealth the world over, we cover news from Deloitte, Microsoft, Checkbook, & BankLabs, amongst others

Advisor Tech Talk (8/2/23)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from TIFIN, Entrustody and Vestwell, plus more

Decentralized Diaries For The Week of 8/2/23
Bitcoin Remained Sideways at $29k, Bitcoin's Mining Difficulty Fell by 2%, Binance Hit Back at the CFTC, Cited Jurisdictional Issues

Top 5 VC Deals of the Week in Fintech (8/2/23)
This week, our top 5 VC deals in digital wealth came to us from Settle, AppHub, Flashbots, Jeeves, & Hi

Podcast

STANDARD DEVIATIONS PODCAST: Amy Mullen - 5 Steps for Values-Based Financial Planning
This week on Standard Deviations, Dr. Daniel Crosby speaks with Amy Mullen of Money Quotient on how to clarify client values

Thought Leadership

The Taylor Market Report (8/1/23) IT'S SUMMER. IT'S AUGUST. IT'S THE TIME FOR "DO NOTHING" MARKETS. BTC & ETH dropped slightly on the week, gold dropped, too, & the S&P 500 was virtually unchanged

	MARTECH MINUTES: How Compliant MarTech Increases Advisors' Bottom Lines When it comes to marketing, it's a combination of science and technology that must combine to produce results
	BACK OFFICE HEROES: The Most Effective Path to Lead Generation Most wealth management firms are taking an ineffective path towards lead generation, according to Ryan George, CMO of Docupace
	REAL CLEAR CRYPTO: Bitcoin IS Green - Here's Why On one hand, institutions are continuing to buy BTC at unprecedented rates, yet they also want to attract investors by fulfilling ESG mandates
	JIFFY.ai Illuminations: How Data Mapping Helps Advisors, Firms, and Investors In data mapping, the advisor perspective is one consideration, and the end investment perspective is another, but the context is different

Curated Industry Content

Industry Briefs

• Fintech Real Estate Firm Launches Training Series for Commercial Realtors
• TIFIN and J.P. Morgan Announce the Launch of TIFIN.AI to Accelerate Thematic AI-powered Fintech Innovation
• LaSalle St.'s Technology Learning Center Adds Concierge Service

Practice Management

• From TIFIN: Curating Newsletters For Strategic Advisor Marketing
• From ORION: 3 Remarkably Effective, Underused Marketing Ideas for Today"s Financial Advisor

Quote of the Week

"Technology and innovation are rapidly going to replace human jobs. So to keep stay in job market, human beings need to upgrade and update their skills and increase quality of value addition. OTHERWISE FACE THE MUSIC." - Syed Imtiaz Abbas Hussain. FCA