Publisher Notes For 8/18/21


Greetings from Digital Wealth News™ !

Greetings, Fintech Friends! This week we hear that bitcoin could be considered a “once in a species” phenomenon, learn about the vital role CRMs play in compliance and chat with wealthtech phenom Aaron Schumm of Vestwell plus more! Read up!

Cindy Taylor, Publisher

  • In our Wealthtech Insider this week, we learn three important steps to help protect your RIA from data breaches from the Orion Advisor Solutions team;
  • In this week’s Fintech Corner column, Adrian Johnstone of Practifi discusses how CRMs play a vital role in RIA compliance 
  • This week John Sarson of Sarson Funds discusses how institutions are now herding into crypto and why in our REAL CLEAR CRYPTO column;
  • Bill Taylor of Entoro Wealth updates us on the markets this past week and movement in gold, S&P 500, BTC & ETH in The Taylor Report (8/17/21).

We finish out the week with more great original content from the DWN editorial team and contributors, including the following posts…

DWealth Muse Podcast Series: Episode 25 – Why Bitcoin is a “Once-in-a-Species” Asset Class
DWealthMuse host, Dara Albright, and guest Jeff Ross, CIO of Vailshire Capital Management, discuss why bitcoin may just be that once-in-a-species asset class that saves the planet from economic and, yes, even environmental ruin

End of Summer Tidbits and News Follow Ups in Digital Finance
Author Bill Taylor looks at some recent news in the digital finance sector to see where important stories from Summer 2021 stand as of today

The Week in Digital Wealth (8/17/21)
This week’s industry news comes to us from US Bank, Latin American Nubank, Coinbase, and more in our topical international fintech news column

Advisor Tech Talk (8/17/21)
This week we cover news from ALTO Solutions, TIFIN, Wells Fargo and more in our weekly column covering the wealthtech sector

Top 5 VC Deals of the Week in Digital Wealth (8/17/21)
This week, Silicon Valley re-emerged as king of the (fintech) hill, with four of the top five VC deals originating in the Bay area and 2 in the crypto sector

Fintech Luminaries – Meet Aaron Schumm of Vestwell
For our latest feature, we’d like you to meet Aaron Schumm of Vestwell, the engine powering modern-day workplace savings and investing programs

Make sure to join the Digital Wealth News group on Linkedin!  And don’t forget to check out our homepage for other great content, read up and GET YOUR SMART ON about the future of digital wealth!

Curated Industry Content

Check out our homepage for other great content, read up and GET YOUR SMART ON about the future of digital wealth!!

Wishing you and yours a great week!!!


Our content creation and amplification platform includes insightful industry news & market commentary, meaningful partner content and executive profiles you won’t find elsewhere.

Special thanks to our Chief Technology Officer Michael Fabing and my partner (and husband) Bill Taylor on their efforts to roll out this new enterprise. Also, a huge thank you to Kelly Waltrich, previous CMO of Orion and her team and Keith Gregg, CEO of Chalice Network and his team for their support during the launch of our media platform. Finally, I want to acknowledge our friend and partner Dara Albright, one of the most important fintech thought leaders in the world in my book, who has recently joined Digital Wealth News as a partner and host of our new podcast series Dwealth Muse.

Our editorial coverage takes a new view toward the fintech revolution as it has evolved and matured, featuring industry news, thought leadership, and the latest industry press.

Digital Wealth News ™ was Created with the Following Key Parameters:

  • Daily Editorial & Weekly Newsletter pushing stories to Website – – and social media channels
  • Weekly Newsletter emailed to proprietary database of RIAs, wealth managers, VCs, hedge funds, fintech professionals and organic sign-ups –plus- select names from Fintrx, Crunchbase and other key databases
  • Light but authoritative editorial feel – non-technical – but informative. Digestible business read for those interested in, affected by, or involved in the new digital wealth economy;

Coverage of Digital Wealth Topics Including the Following Categories:

  • Digital Currencies & The New Token Economy
  • Security Tokens
  • Trading Technologies
  • Digital Investing Platforms
  • WealthTech & Robo-advisors
  • Fintech At Large
  • Legal & Legislative Issues & More

Sign up for our free newsletter, reach out to me on Linkedin, Twitter or Facebook and thanks for stopping by!!