Publisher Notes For 2/9/23



Greetings from Digital Wealth News™

Friends, another great newsletter with tips on best practices for gathering client data, a look at the top blockchain-based ESG companies, crafting a meaningful money journey & starting a tech firm! That’s a lot! READ UP! | Cindy Taylor, Publisher

News | Markets

Dazed & Confused: Balloon, Unemployment & Inflation Confound
If previous spy balloons went undetected, huge employment numbers went undetected & inflation went undetected, what will finally be DETECTED?

The Week in Digital Wealth (2/8/23)
In this week’s column covering digital wealth the world over, we cover news from Hippo, PayPal, FTX & Goldman Sachs, amongst others

Advisor Tech Talk (2/8/23)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from First Trust, TIFIN & Pontera, to name a few

Decentralized Diaries For The Week of 2/8/23
Bitcoin Remained in Positive Territory, Gemini Faces Investigation, MicroStrategy Reported Losses & Berkshire Hathway calls for Crypto Ban

Top 5 VC Deals of the Week in Fintech (2/8/23)
This week, our top 5 VC deals in digital wealth came to us from MNT-Halan, Moov, Financial, Finbourne Technology, Hnry &


STANDARD DEVIATIONS PODCAST: Jeff Bernier – The Money and Meaning Journey
This week on the Standard Deviations Podcast, Dr. Daniel Crosby chats with Jeff Bernier from TandemGrowth Financial Advisors about the role of hard work in crafting a meaningful money journey

Rethink. Financial Advice Podcast: Are the Right People Building Fintech
In this episode, Adam Holt & Derek Notman dig into the shapers of fintech & share their personal experiences of starting fintech companies

Thought Leadership

BACK OFFICE HEROES: The Fundamentals of Client Data Gathering
In today’s digital era, providing a modern client experience is how firms differentiate themselves from the pack ILLUMINATIONS: Exceeding The Expectations of The New Age Client, Part 2
As an advisor, you understand what your clients’ expectations are. But does your technology exceed those expectations?

REAL CLEAR CRYPTO: Blockchain Leaders in ESG
In this article, we will examine three blockchain projects that have been identified as ESG leaders by Sarson Funds

The Taylor Report (2/7/23)
Not many people in the financial markets today have experienced a true bear market (70’s type). These markets are not going to be kind to those who choose to ignore the Fed (post will be live after 2:45pm MT)

(2/7 Report posting later today)

MARTECH MINUTES: How to Enhance Your Client Communication Using Content
Advisors need to use social media, email blogs & articles, and client newsletters to build strong relationships with clients and prospects


Practice Management:

Industry News:

Fintech Quote of the Week

“We’re trying to educate the students (on blockchain), not waterboard them” – Steven Lupien, Director, Center for Blockchain & Digital Innovation at University of Wyoming

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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 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 – – 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

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