Dwealth.News Newsletter: Week 50 of 2023

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Covering Digital Finance The World Over

DWN Publisher Notes for 12/14/23

Friends, this week we posted our second article on AI in Finance and covered chatbots. I'll be honest - I'm the crazy lady yelling at the phone while these things ask WAY too many irrelevant questions, but they are an important tool and WILL undoubtedly get better over time. READ UP! | Cindy Taylor, Publisher

News | Markets

AI In Finance, Part 2: Chatbots and the Client Experience

AI-driven chatbots are designed to manage and process vast amounts of data at an unprecedented speed, much quicker than humanly possible

The Week in Digital Wealth (12/13/23)

This week's column on digital wealth the world over covers news from Bloomberg, Tradeweb, IBM, Coinbase, Freddie Mac and others

Advisor Tech Talk (Week of 12/13/23)

In our weekly Advisor Tech Talk column, we dive into the latest wealthtech industry news from FusionIQ, Schwab, Pontera & more

Top 5 VC Deals of the Week in Fintech (12/13/23)

Our top 5 VC deals for the week in digital wealth came to us from Scalable Capital, Pontera, Solvento, Center, and Spade

Decentralized Diaries for the Week of 12/13/23

Bitcoin Hit $44k, Tether Unveiled Wallet Freezing Policy and A Bank of England Report Identified Tokenization's Systemic Risks

Thought Leadership

MARTECH MINUTES: Why a Slow Economy is the Best Time to Increase Your Marketing

During periods of economic downturn, enhancing marketing efforts can maintain and increase brand loyalty and attract new business

REAL CLEAR CRYPTO: Michael Saylor on Why a Bitcoin ETF Matters

Michael Saylor is of the opinion that the impending spot Bitcoin ETF is poised to inject trillions of dollars into the Bitcoin space

BACK OFFICE HEROES: The Essential Components of an RIA Productivity Suite

Over the last several years, there has been a gradual change in how advisors build relationships and service their clients

The Taylor Market Report (12/12/23)

It's a really good bet there will be a spot Bitcoin ETF shortly. Warren and Gensler can't stop it. But, the real news is the amount of pent up demand for BTC

Curated Industry Content

Industry News

Podcast

Rethink. Financial Advice Podcast: What's The Best Way To Add Alpha To Your Practice

Practice Management

Fintech Quote of the Week:

"The Fintech provider landscape is confusing." - Simon Taylor, Co-Founder at 11:FS

Digital Wealth News

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