Publisher Notes For 8/8/23

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Greetings from Digital Wealth News™

Friends, summer break continues, even as the digital wealth and wealthtech sectors continue to march on, with more VC deals, and more important sector news worldwide. Meanwhile, is it the markets – or market participants – that have changed? READ UP!! | Cindy Taylor, Publisher


NEWS | MARKETS

OpEd: What Has Happened to the Financial Markets?
Financial markets always change & adapt, but maybe this time it’s the market participants (a/k/a investors) that have changed

The Week in Digital Wealth (8/7/23)
In this week’s column, we cover the U.S. credit ratings, a new CUSIP loan identifier, KMPG is Bitcoin-friendly and more

Advisor Tech Talk (8/8/23)
It’s a busy week in the advisor tech space with news from Advisor360 and Alight, TIFIN, YCharts, Ledgible and DeFi Steward

Decentralized Diaries For The Week of 8/7/23
Crypto is quiet, but the SEC will soon return with more actions; Paypal launched a stablecoin; Ethereum ETFs are in focus

Top 5 VC Deals of the Week in Fintech (8/9/23)
This week, our top 5 VC deals in digital wealth came to us from Petal, Tradeshift, Cyble, GoTab, & KnotAPI

Podcast

STANDARD DEVIATIONS PODCAST: Dr. Michael Finke PhD, CFP® – The Science of Happy Retirement
This week on Standard Deviations, Dr. Daniel Crosby speaks with Dr. Michael Finke about research on the value of financial advice, planning, investments, and investor behavior

Thought Leadership

JIFFY.ai Illuminations: Who is Ready to get ONBOARD?
Many wealth management firms are envying the fintech capability to facilitate opening of new accounts instantly

BACK OFFICE HEROES: Transforming Data Entry To Transform Your Wealth Management Firm
The wealth management industry needs a platform that helps advisors and firms gather accurate client data efficiently

MARTECH MINUTES: How Firms Can Avoid FINRA Advertising Review Fines 
Paying attention to the granular rules regarding wealth mgt. industry advertising can help firms & their advisors avoid fines


The Taylor Market Report (8/8/23)
Once again. Inflation is not defeated. Check your commodity prices & don’t be surprised when you see higher inflation

REAL CLEAR CRYPTO: It’s Not About Bitcoin – It’s About the Technology
Everyone has heard of Bitcoin, but not everyone has heard of the exciting ways that blockchain will power tomorrow’s tech

Curated Industry Content

QUOTE OF THE WEEK

Technologies are never good or bad, it’s what we do with them that matters” – Marc Benioff, CEO at Salesforce


Check out our homepage for other great content, or follow us at LinkedIn, Twitter & Facebook!

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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