Publisher Notes for 8/8/23 Friends, summer break continues even as the digital wealth & wealthtech sectors continue to march on with more VC deals, etc. Meanwhile, is it the markets - or market participants - that have changed? READ UP!! | Cindy Taylor, Publisher

News | Markets

OpEd: What Has Happened to the Financial Markets?
Financial markets always change & adapt, but maybe this time it's the market participants (a/k/a investors) that have changed

The Week in Digital Wealth (8/7/23)
In this week's column covering digital wealth the world over, we cover the U.S. credit ratings, a new CUSIP loan identifier, KMPG's new bitcoin affection and more

Advisor Tech Talk (8/8/23)
It's a busy week in the advisor tech space with news from Advisor360 and Alight, TIFIN, YCharts, Ledgible, and DeFi Steward

Decentralized Diaries For The Week of 8/7/23
Crypto is quiet, but the SEC will soon return with more actions; Paypal launched a stablecoin; Ethereum ETFs are in focus

Top 5 VC Deals of the Week in Fintech (8/9/23)
This week, our top 5 VC deals in digital wealth came to us from Petal, Tradeshift, Cyble, GoTab, & KnotAPI

Podcast

STANDARD DEVIATIONS PODCAST: Dr. Michael Finke PhD, CFP® - The Science of Happy Retirement
This week on Standard Deviations, Dr. Daniel Crosby speaks with Dr. Michael Finke about research on the value of financial advice, planning, investments, and investor behavior

Thought Leadership

	JIFFY.ai Illuminations: Who is Ready to get ONBOARD? Many wealth management firms are envying the fintech capability to facilitate opening of new accounts instantly
	BACK OFFICE HEROES: Transforming Data Entry To Transform Your Wealth Management Firm The wealth management industry needs a platform that helps advisors and firms gather accurate client data efficiently

	MARTECH MINUTES: How Firms Can Avoid FINRA Advertising Review Fines Paying attention to the granular rules regarding wealth management industry advertising can help firms and their advisors avoid fines
	The Taylor Market Report (8/8/23) Once again. Inflation is not defeated. Check your commodity prices and don't be surprised when you see higher inflation numbers
	REAL CLEAR CRYPTO: It's Not About Bitcoin - It's About the Technology Everyone has heard of Bitcoin, but not everyone has heard of the exciting ways that blockchain will power tomorrow's technology companies

Curated Industry Content

• From TIFIN: How to Optimize Headlines to Get More Clicks
• From ORION: How to Know It's Time to Find a New Tech Provider

Quote of the Week

"Technologies are never good or bad, it's what we do with them that matters" - Marc Benioff, CEO at Salesforce