Publisher Notes For 6/14/22

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Greetings from Digital Wealth News™ !

Friends, this week we jump into a historical look at past financial crises and what has brought the current one to pass, we delve into how to communicate with Gen Z investors and learn some important tips for breakaway advisors to consider before they take the leap. READ UP! | Cindy Taylor, Publisher


Upcoming Webinar

Tackling Market Volatility and Recession-Preparing Portfolios – Thursday, June 23 at 2pm ET – Register Here
Join Clout’s webinar series to explore how investment professionals drive client engagement during market volatility, while recession-preparing portfolios

New thought leadership content this week…

MARKETING ADVICE: Secure the Financial Industry’s Future By Solving for Gen Z

The financial industry has finally come to embrace Millennials and is making strides to adequately communicate with this generation

Wealthtech Insider: Here’s What Makes a Perfect Match for Advisors Breaking Away or in Transition

Advisors are breaking away from brokerages & switching between firms at an accelerating rate, so Orion has entered the matchmaking business

JIFFY.ai Illuminations: An Automation Center of Excellence Can Simplify the Most Complex Businesses with Technology

Wealth management firms may take a deeper dive into automation by adopting a transformational approach, says Sudhish Sasidharan with JIFFY.ai

Fintech Corner: How Implementation and Onboarding Fit Into The Fintech Client Experience

Implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients

REAL CLEAR CRYPTO: Digital Assets – Safe Investing and Protecting Your Investment

At its core, the secure digital ledger system of blockchain is built to be one that cannot be ‘hacked’ or altered once the block is validated

Bill Taylor of Entoro Investments updates us on the markets this past week and movement in BTC, ETH, gold and the S&P500 in The Taylor Report (6/14/22). Says Taylor, “THE END OF THE SECOND QUARTER (JUNE 30) IS COMING UP. EXPECT SELLING ACROSS THE BOARD. FUNDS WILL WANT TO SHOW REDUCED MARKET EXPOSURE TO THEIR INVESTORS. NOTE: INVESTORS ARE NOT GOING TO BE HAPPY WHEN THEY SEE THEIR QUARTERLY STATEMENTS.


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

Surprise! Another Financial Crisis.
After years of global central banks manipulating financial markets with artificial interest rates, QE & more, it appears the party has ended

The Week in Digital Wealth (6/15/22)
Just as volatility, recession & inflation have become the daily lexicon in 2022, solutions to help address these problems are being launched

Advisor Tech Talk (6/15/22)
This week in Advisor Tech Talk we cover the latest industry news from TIFIN, Riskalyze, Smarsh, Luma, Pontera, AssetMark and Facet Wealth

Top 5 VC Deals of the Week in Digital Wealth (6/15/22)
Our top 5 VC deals for the week in fintech came to us from Juni, Branch, CRED, Backbase & Pintu – read more details on the fundings here

DWealth Muse Podcast: Why Bitcoin is a “Once-in-a-Species” Asset ClassI
In this episode, DWealthMuse host, Dara Albright & guest Jeff Ross of Vailshire Capital Managemen, discuss why bitcoin may be that once-in-a-species asset class that saves the planet from economic and environmental ruin


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!!!

ABOUT DIGITAL WEALTH NEWS:

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. I also want to thank our friend and partner Dara Albright, one of the most important fintech thought leaders in the world, who has recently joined Digital Wealth News as a partner and host of our ground-breaking podcast series Dwealth Muse and will be spearheading our new joint venture education initiative – DWealth Education.

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