DWN Publisher Notes For 10/17/23

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Greetings from Digital Wealth News™

Friends, what news is news?  We ponder this DEEP EXISTENTIAL QUESTION while also delving into a large state’s new crypto legislation and how technology affects advisor recruiting plus SO MUCH MORE this week…..

READ UP!! | Cindy Taylor, Publisher

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NEWS | MARKETS

Which News is News?

It’s easy to get caught up in the news of the day, but take a few minutes to remember what was big news way back a few weeks ago

The Week in Digital Wealth (10/18/23)

This week’s column on digital wealth the world over covers news from Enfusion, Versana, Citi, the G20, Wells Fargo & others

Advisor Tech Talk (Week of 10/18/23)

In our weekly Advisor Tech Talk column, we dive into the latest wealthtech industry news from Vestwell, F2 Strategy, Schwab & more

Decentralized Diaries for the Week of 10/18/23

Bitcoin Hit $29k, Steadied at $28k, Sam Bankman-Fried’s Trial Continued & California’s Governor Signed a Crypto Licensing Bill

Top 5 VC Deals of the Week in Fintech (10/18/23)

Our top 5 VC deals for the week in digital wealth came to us from Cardata, Stampli, Brite Payments, Loop, and Frec

THOUGHT LEADERSHIP

BACK OFFICE HEROES: Risk Tolerance – What is Actually Being Measured?

The keystone of financial planning may very well be a client’s risk tolerance, according to Richard Thoeny, EVP of Product Strategy at PreciseFP

How Robust Tech Stacks Can Support Recruiting of Wirehouse Breakaway Advisors

As industry consolidation continues & wirehouse breakaway recruiting intensifies, tech & digital solutions are part of a firm’s value proposition

REAL CLEAR CRYPTO: Michael Saylor on Why a Bitcoin ETF Matters

Michael Saylor is of the opinion that the impending spot Bitcoin ETF is poised to inject trillions of dollars into the Bitcoin space

MARTECH MINUTES: From Facilitator to Educator – The Changing Role of Industry Professionals

Customers expect financial education from organizations and professionals versus facilitating transactions and selling products

The Taylor Market Report (10/17/23)

S&P 500 and equities are continuing to expect both strong earnings AND a Fed easing. However, ignoring world events plus interest rates NOT easing will result in a HUGE disappointment to investors

Curated Industry Content

Research:

• The Role of Technology for Recruitment & Retention in Wealth Management

Industry Insights:

• Will AI Tools Revolutionize Data-Driven Wealth Management Functions?
• Award-Winning Robotics Researcher Dr. Henrik Christensen Appointed to Board of Directors at AlphaTrAI

Podcasts 

• STANDARD DEVIATIONS PODCAST: Matt Reiner – Becoming the Advisor of the Future
• FINTECH & PHILOSOPHY w/ Cindy Taylor: Meet Michael Pinsker of Docupace

Practice Management

• INTELLIGENCE FOR GROWTH: Make an Impact With Clients and Prospects Through Custom Content
• WEALTHTECH INSIDER: There Are Better Ways to Measure Financial Success Than Returns
• FINTECH CORNER: Why Integration Must Be More Than A Fintech Buzzword
• AI ILLUMINATIONS: When Finalizing your Budget, is the Client’s Voice Represented?

Qutoe of the Week

“In this era of AI-driven transformation, understanding the interplay between industries is paramount. It’s not just about adapting; it’s about orchestrating a symphony of change.” – Sriram Kanuri, Arteria Technologies

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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

Sign up for our free newsletter, reach out to me on Linkedin, Twitter or Facebook and thanks for stopping by!!

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