Publisher Notes for 9/20/23 Friends, this week we learn how to stay protected from crypto scams, the importance of being grief-literate with bereaved clients and how to use AI (and not software engineers) to gear up your wealthtech! READ UP! | Cindy Taylor, Publisher

News | Markets

Bearish is the New Bullish. WTF!
Author Bill Taylor takes a humorous look at the confusing current state of markets (& football) from the perspective of the International Space Station

The Week in Digital Wealth (9/20/23)
This week's column on digital wealth the world over covers news from SEC, ICE, Deloitte, BitPay, Temenos, Accenture & others

Advisor Tech Talk (9/20/23)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from Vestwell, Envestnet, Franklin Templeton & more

Decentralized Diaries for the Week of 9/20/23
Bitcoin is Currently Sideways at $26k, Anti-CBDC Sentiment Continued Rising, PayPal Revealed Extra Payment Options for Web 3.0 Merchants

Top 5 VC Deals of the Week in Fintech (9/20/23)
This week, our top 5 VC deals in digital wealth came to us from Treasury4, CertifID, Animoca Brands Corporation, Binalyze, and AMP

Podcast

Rethink. Financial Advice Podcast: Why BlackRock is investing in Human Advice featuring Liz Koehler
Adam Holt, Derek Notman & Liz Koehler discuss where is the smart money going & what the world's largest asset manager is investing in

STANDARD DEVIATIONS PODCAST: Kathi Balasek - Becoming Grief Literate
This week on Standard Deviations, Dr. Crosby discusses with Kathi Balasek the importance of grief literacy communication skills

Thought Leadership

	JIFFY.ai ILLUMINATIONS: Creating An End-To-End Digital Experience Without Writing Code Creating a complete digital experience in the wealth industry is now possible without involving an army of software engineers
	BACK OFFICE HEROES: Technology Partner Integrations - What Organizations Should Consider With the growing amount of new wealthtech year over year, integration scoring can point organizations in the right direction before they buy
	MARTECH MINUTES: How Investors Benefit From Finance Content Marketing MarTech empowers businesses to streamline marketing campaigns, automate repetitive tasks, and make data-driven decisions
	The Taylor Market Report (9/19/23) Investors may want to take some profits before the last quarter of 2023. The ones who wait for a year end rally may be VERY disappointed
	REAL CLEAR CRYPTO: The Anatomy of a Common Crypto Scam - Unveiling the Tactics & Ways to Stay Safe This article aims to dissect a certain type of crypto scam in detail and offer advice on how to protect yourself

Curated Industry Content

Industry News

• Back to School: What to Learn this Year in WealthTech
• Creating a Haven for Wirehouse Advisors
• Docupace Launches Cutting-Edge API Developer Portal
• FusionIQ Disrupts Canadian Wealth Management with All-In-One Digital Platform

Practice Management

• From TIFIN: How AI Can Make Private Markets Investing Easy
• From ORION: For Better Engagement, Treat Clients Like Individuals, Not Buzzwords

Quote of the Week

"Innovation is not just about having a good idea. It's about executing on that idea and creating value for customers and society." - Ajay Banga, former CEO of Mastercard