Publisher Notes for 9/6/23 Friends, wow, where did summer go? Kids are back in school, and with that, investors are ready to jump back in the game, too. In the meantime, we had another busy week in digital wealth and wealthtech! READ UP! | Cindy Taylor, Publisher

News | Markets

Summer's Over. Now, The Sprint to Year End
Will equities continue to defy gravity (& interest rates, inflation, recession fears) and build on the strength of the first part of the year

The Week in Digital Wealth (9/6/23)
This week's column on digital wealth the world over covers news from the SEC, FINRA, NASDAQ, Amazon, Shopify, & others

Advisor Tech Talk (9/6/23)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from Elements, CAIS, CapIntel & more

Decentralized Diaries For The Week of 9/6/23
Bitcoin's Fear Index Remains High, the SEC Delayed Several ETF Decisions, Coinbase Added Support for PayPal's Stablecoin

Top 5 VC Deals of the Week in Fintech (9/6/23)
This week, our top 5 VC deals in digital wealth came to us from Mediafly, Praso, Arkifi, MFast, and DeForm

Podcast

STANDARD DEVIATIONS PODCAST: Stacy Havener - The Scientist and the Storyteller Miniseries
This week on Standard Deviations, Dr. Crosby discusses with Stacy Havener why every company should have a well crafted origin story

Thought Leadership

	BACK OFFICE HEROES: How to Avoid Tech Regret When Building Out Your Wealthtech Stack Wealth management firms find themselves caught between many different forces when it comes to making their technology decisions
	REAL CLEAR CRYPTO: Solana, USDC, and Modern E-Commerce The days when cryptocurrency discussions were limited to niche tech enthusiasts and libertarians are long gone
	JIFFY.ai ILLUMINATIONS: It is Back-to-School Shopping Time for Wealth Management Professionals! The start of the school year is when investors get settled back into their routines and meet with their Wealth Advisors again
	MARTECH MINUTES: Attract & Retain Clients Using Finance Content Content marketing is an effective way to establish credibility for advisors while creating trust between them & their clients & prospects
	The Taylor Market Report (9/5/23) Bad news is good news, right? NO, NO NO. That was pre-summer. Welcome to the post-summer season. A hurricane is brewing for the financial markets

Curated Industry Content

Industry News

• CoastalOne Names Chief Product Officer

Practice Management

• From TIFIN: The Financial Advisor's Guide to Becoming a Podcaster
• From ORION: Most Advisors Have A Swivel Chair Problem

Quote of the Week

"Observing behavior is much more powerful than asking folks to self-report their behavior." - Dr. Daniel Crosby, Orion Advisor Services