Publisher Notes for 8/16/23 Friends, huge thanks to our friend Teresa Leno of Fresh Finance for jumping in as editor this week. Meantime, we've got a great piece on Web3 gaming and an important op-ed on financial literacy, plus more. READ UP!! | Cindy Taylor, Publisher

News | Markets

OpEd: Financial Literacy in America - We Must Act Now
Financial literacy directly correlates to making sound financial decisions that help one manage and grow financial assets confidently

The Week in Digital Wealth (8/16/23)
This week's column on digital wealth worldwide covers news from Tradeweb, Visa, Mulberri, Dwolla, & others

Advisor Tech Talk (8/16/23)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from Atlas Point, Drive Wealth, Forward Lane & more

Decentralized Diaries For The Week of 8/16/23
Bitcoin Hit a $30k Resistance, and the SEC appeals the XRP Ruling, Trump's Filing indicates Ethereum holdings, plus Voyager Digital Claims

Top 5 VC Deals of the Week in Fintech (8/16/23)
This week, our top 5 VC deals in digital wealth came to us from Tractian, Sumup, Endowus, Rightfoot, & IVIX

Podcasts

STANDARD DEVIATIONS PODCAST: Neil Bage - The Importance of Financial Advisor Self-Care
This week on Standard Deviations, Dr. Daniel Crosby speaks with Neil Bage about the most common sources of stress for financial advisors

Rethink. Financial Advice Podcast: Scaling Financial Advice 3.0 featuring Michael Lecours
Adam Holt, Derek Notman & Michael Lecours, co-founder of fpPathfinder, discuss what we're calling Financial Advice 3.0

Thought Leadership

	REAL CLEAR CRYPTO: The Evolution of Web3 Gaming The gaming landscape has been undergoing a revolutionary transformation, courtesy of the Web3 infrastructure
	The Taylor Market Report (OOO w/o 8/14) Bill Taylor is taking a well-deserved vacation this week and will return to publication the week of 8/21. In the meantime, you can check out all his prior reports here
	MARTECH MINUTES: Marketing Budget Cuts: Work Smarter and Spend Less 2023-2024 Marketing budgets must spend on marketing technology and talent to help CMOs work smarter, not harder
	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
	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

Curated Industry Content

Practice Management

• From TIFIN: Prospecting with NexGen Technologies for Financial Advisors
• From ORION: 6 Lessons Small Businesses Can Teach New RIAs

Quote of the Week

"You have to, to serve these markets, re-imagine how money can be managed and moved because there's going to be more change in the next five years in financial services than happened in the past 30." - Dan Schulma, President of PayPal