Greetings from Digital Wealth News™
Friends, this week we learn about “Modern Government Management Theory”, introduce a powerful new podcast series covering the advisor space and trends, and offer more industry news coverage of crypto, wealthtech and digital wealth. READ UP! | Cindy Taylor, Publisher
New thought leadership content this week…
REAL CLEAR CRYPTO: Time Is Now For Advisors To Learn Crypto, Blockchain
The wealth management space is late to the blockchain discussion. Crypto enthusiasts have been talking about the technology for over a decade
WEALTHTECH INSIDER: Redefine the Client Experience with the Client Portal
An up-to-date client portal needs to offer a streamlined, unified experience for investors and prospects, said Josh Benson at Orion
JIFFY.ai Illuminations: Applying the Learning from Reading The Tortoise and the Hare
Advisors are surrounded by a bewildering array of new technologies and ideas purporting to help them grow and become more efficient
INTELLIGENCE FOR GROWTH: Advisors Can Use Tech To Offer Clients A Better Way To Practice Charitable Giving
TIFIN Give helps advisors work with their clients to establish a charitable mission statement to guide the giving decisions to come
FINTECH CORNER: Compliance Audits – It Helps To Know What’s Coming: Part 2
Many firms struggle to manage their compliance demands and are unable to maintain a sufficient dedicated, experienced compliance team
Bill Taylor of Entoro Investments updates us on the markets this past week and movement in BTC, ETH, gold and the S&P 500 in The Taylor Report (12/6/22). Says Taylor, “(O)ne more “shoe” to drop? Real estate. I know, gotta get that house now, right? Ah, no.Be ready, be smart and be prepared. Bear markets can (and will) get very nasty.”
FINTECH WINTER BREAK 2023
Join Digital Wealth News at our inaugural Fintech C-Suite event at the spectacular Montage Big Sky Resort in Montana, March 26-29, 2023. Limited to 50 registrants! * CLICK FOR FURTHER DETAILS *
We finish out the week with more great original content from the DWN editorial team, including the following posts…
FTX Missing Money? So What’s The Big Deal?
Shocked at how much money is missing from FTX? Why? It appears Sam is just a very astute follower of “Modern Government Management Theory”
Advisor Tech Talk (12/7/22)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from from Smarsh, Voya, LTX & Voya, to name a few
The Week in Digital Wealth (12/7/22)
In this week’s column covering digital wealth the world over, we cover news from JG Wentworth, Intuit, CFP Board and SmartRent, amongst others
Decentralized Diaries For The Week of 12/7/22
Bitcoin Prices Sluggishly Recovered, The FTX Saga Continued, BlockFi Filed for Chapter 11 & BlackRock CEO Showed Support for Crypto and Blockchain, plus more
Wealthtech Executive Moves
The week after Thanksgiving brought several high-profile executive announcements across the fintech and wealthtech spaces
Join Digital Wealth News at our inaugural Fintech C-Suite event at the spectacular Montage Big Sky Resort in Montana, March 26-29, 2023. Limited to 50 registrants! CLICK HERE FOR DETAILS
Rethink. Financial Advice Podcast: Is Financial Advice an Industry or Profession?
Adam Holt & Derek Notman interview Kobus Kleyn and discuss Why it’s vitally important for advisors to shift from being in an industry to embracing the profession, his love of South Africa & more
CURATED INDUSTRY CONTENT
- In One Word: Trust
- Why Advisory Firms Need Role-Based Technology
- Digital Assets: Safe Investing and Protecting Your Investment
- WHITEPAPER: The Difference Between Digital Marketing and Growth Marketing for Advisors
- What Is a Digital Automation Platform?
- WHITEPAPER: Behavioral Alpha – An Advisor’s Greatest Value
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 keep this powerful media engine running smoothly.
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 – https://dwealth.news/ – and social media channels – including LinkedIn, Twitter & Facebook
- 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, NFTs & the Metaverse
- Trading Technologies
- Digital Investing Platforms
- WealthTech & Robo-advisors
- Legal & Legislative Issues
- Fintech At Large & More