Publisher Notes for 9/13/23 Friends, this week we have 7 rules for life & money(!), a look at what Web3 really is and venture deals back in the hundreds of millions! An action-packed digital wealth industry newsletter - once again. READ UP! | Cindy Taylor, Publisher

News | Markets

Inflation vs. Actual Cost. Revealing
If inflation is moderating, why do I always seem to have less money? Well, it's tricky and can be rather confusing

The Week in Digital Wealth (9/13/23)
This week's column on digital wealth the world over covers news from CME Group, State Street, the IMF, PayPal, BNY Mellon & others

Advisor Tech Talk (9/13/23)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from Orion, Savvy, AssetMark & more

Decentralized Diaries For The Week of 9/13/23
Bitcoin Remains in the Red at $25k, Binance CEO Allayed Fears, Crypto Market Making Profits Decline, The CFTC Charged Several DeFi Protocols

Top 5 VC Deals of the Week in Fintech (9/13/23)
This week, our top 5 VC deals in digital wealth came to us from Ampla, ThetaRay, Story Protocol, Certa, and GenTwo

Podcast

STANDARD DEVIATIONS PODCAST: Dr. Daniel Crosby Discusses Seven Rules for Life and Money
This week on Standard Deviations, Dr. Crosby lays out Seven Rules for Life & Money plus the current landscape for financial planning

Thought Leadership

	The Taylor Market Report (9/12/23) Sept & Oct are notoriously "unfriendly" to equity markets. Just a reminder if you have equity positions. You are part of a very bullish group & very crowded trade
	REAL CLEAR CRYPTO: What is Web3? Changes are coming that will make our experience online better in many ways, and it's happening as a result of the explosive growth of "Web3"
	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
	MARTECH MINUTES: How Investors Benefit From Finance Content Marketing In today's dynamic business environment, investor communication is vital to maintaining assets under management and ongoing engagement
	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

Curated Industry Content

Industry News

• Tech Focused Banking and Entrepreneur Joins Kingswood U.S. In-House Investment Banking Group
• Capintel Launches Holistic Digital Wealth Platform

Practice Management

• From TIFIN: Advisors Can Use Tech To Offer Clients A Better Way To Practice Charitable Giving
• From ORION: How Advisors are Influencing Clients to Take Their Financial Advice

Quote of the Week

"Brazil's high internet penetration rate has catalyzed its emergence as a global leader in digital banking." - Ana Martins, Partner at Atlantico