Publisher Notes For 9/20/23


Greetings from Digital Wealth News™

Friends, this week we learn how to stay protected from crypto scams, the importance of being grief-literate with bereaved clients and how to use AI (and not softwear engineers) to gear up your wealthtech! READ UP! | Cindy Taylor, Publisher


Bearish is the New Bullish. WTF!
Author Bill Taylor takes a humorous look at the confusing current state of markets (& football) from the perspective of the International Space Station

The Week in Digital Wealth (9/20/23)
This week’s column on digital wealth the world over covers news from SEC, ICE, Deloitte, BitPay, Temenos, Accenture & others

Advisor Tech Talk (9/20/23)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from Vestwell, Envestnet, Franklin Templeton & more

Decentralized Diaries for the Week of 9/20/23
Bitcoin is Currently Sideways at $26k, Anti-CBDC Sentiment Continued Rising, PayPal Revealed Extra Payment Options for Web 3.0 Merchants

Top 5 VC Deals of the Week in Fintech (9/20/23)
This week, our top 5 VC deals in digital wealth came to us from Treasury4, CertifID, Animoca Brands Corporation, Binalyze, and AMP


Rethink. Financial Advice Podcast: Why BlackRock is investing in Human Advice featuring Liz Koehler
Adam Holt, Derek Notman & Liz Koehler discuss where is the smart money going & what is the world”s largest asset manager investing in

STANDARD DEVIATIONS PODCAST: Kathi Balasek – Becoming Grief Literate
This week on Standard Deviations, Dr. Crosby discusses with Kathi Balasek the importance of grief literacy communication skills

THOUGHT LEADERSHIP ILLUMINATIONS: Creating An End-To-End Digital Experience Without Writing Code
Creating a complete digital experience in the wealth industry is now possible without involving an army of software engineers

BACK OFFICE HEROES: Technology Partner Integrations – What Organizations Should Consider
With the growing amount of new wealthtech year over year, integration scoring can point organizations in the right direction before they buy

MARTECH MINUTES: How Investors Benefit From Finance Content Marketing
MarTech empowers businesses to streamline marketing campaigns, automate repetitive tasks, and make data-driven decisions

The Taylor Market Report (9/19/23)
Investors may want to take some profits before the last quarter of 2023. The ones who wait for a year end rally may be VERY disappointed

REAL CLEAR CRYPTO: The Anatomy of a Common Crypto Scam – Unveiling the Tactics & Ways to Stay Safe
This article aims to dissect a certain type of crypto scam in detail and offer advice on how to protect yourself


Industry News

Practice Management


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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.

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