Greetings from Digital Wealth News™
Friends, the wealthtech industry is going through some major reshuffling right now, as is tech in general. We know of no fewer than five wealthtechs who have had significant staffing cuts since the beginning of 2023, and there are no doubt far more than that, but there are so many positives going on, too. You’ve gotta stay informed to have the edge! To that end, READ UP! | Cindy Taylor, Publisher
News | Markets
Gold Has a Warning For Bitcoin
Gold, and now bitcoin, are considered to be a way to hedge against inflation, geopolitical events, fiat currency demise AND more
The Week in Digital Wealth (4/19/23)
In this week’s column on digital wealth the world over, we cover news from Liquidnet, NCR & Robinhood, amongst others
Advisor Tech Talk (4/19/23)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from FNZ, Hexure & Opto Investments, to name a few
Decentralized Diaries For The Week of 4/19/23
Bitcoin Tested $30k Price Levels, Holding at $29k, G20 Finance Ministers Seek Global Policy Responses Regarding Crypto Assets & more
Top 5 VC Deals of the Week in Fintech (4/19/23)
This week, our top 5 VC deals in digital wealth came to us from Clear Street, Altruist, PhonePe, Sei Labs & Elevate
Podcasts
STANDARD DEVIATIONS PODCAST: Dr. Emily Koochel – A Fresh Perspective on Financial Psychology
Dr. Daniel Crosby is joined on this podcast by Dr. Emily Koochel, an experienced financial professional, academic & researcher
RETHINK. FINANCIAL ADVICE PODCAST: Ignore Marketing Data at Your Own Peril Featuring Samantha Russell
Samantha Russell, Adam Holt & Derek Notman discuss how there are lots of gaps on what clients are getting versus what they are looking for
FINTECH & PHILOSOPHY ZOOMCAST with Cindy Taylor: Meet Michael Partnow of JIFFY.ai
In this episode of my new zoomcast series “Fintech & Philosophy”, we’re joined by Michael Partnow, Group President of Wealth Management of JIFFY.ai
Thought Leadership
BACK OFFICE HEROES: Making Operational Excellence Your Strongest Differentiator
Operational excellence seems like a lofty goal for many firms, but putting it into practice is necessary to reach growth opportunities
JIFFY.ai Illuminations: Calculating Return on Investment
In a world where technology is making transformational changes in business, calculating ROI requires more than a simple equation
REAL CLEAR CRYPTO: Solana | Survive & Advance
With price rocketing from an $8 December low to $25 on 4/17/23, what do Solana investors know that the rest of us are missing
The Taylor Market Report (4/18/23)
S&P 500 is in “funny land.” Inflation, stagflation, recession, soft/hard landing is not good for equities. When the mood changes & reality hits, you will wish you were short
MARTECH MINUTES: Leveraging Enterprise Technology for Advisor Marketing
Using enterprise MarTech can help alleviate advisor marketing problems by streamlining technologies & reducing advisors’ marketing workload
Curated Industry Content
Practice Management & Market News:
- Sound Income Strategies’ ETF Wins Again
- Four Steps for Having Difficult Conversations with Clients
- Answering Tough Crypto Questions From Clients
- The First 8 Years from Startup to Enterprise
- When It Comes To Managing Crypto For Clients, Advisors Might Want To Trust The Pros
Fintech Quote of the Week
“Technological innovations will be the heart and blood of the banking industry for many years to come, and if big banks do not make the most of it, the new players from Fin-Tech and large technology companies surely will”. – David M Brear, CEO | 11:FS Foundry
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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
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