DWN Publisher Notes For 12/5/23


Greetings from Digital Wealth News™

Friends, this week we begin a new 5-part series on AI in Finance.  Uncomfortable with this paradigm-shifting technology?  You won’t be after you educate yourself on these real-world uses for finance professionals in this series.

We also take a look at some MAJOR bitcoin catalysts coming soon to markets near you and delve into optimizing RIA productivity, while we’re at it.

READ UP!! | Cindy Taylor, Publisher



BACK OFFICE HEROES: The Essential Components of an RIA Productivity Suite

Over the last four to six years, there has been a gradual change in how advisors build relationships and service their clients

REAL CLEAR CRYPTO: The Upcoming Bitcoin Catalysts are Impossible to Ignore

There are some large impending catalysts in the Bitcoin arena – the Bitcoin halving in April 2024 and the anticipated Bitcoin ETFs in 2024

MARTECH MINUTES: The Impact of Financial Education Content in Enhancing Relationships

Financial professionals must keep pace and utilize educational content to build and fortify client relationships

The Taylor Market Report (12/5/23)

For the week, gold is basically flat (off 1%) after hitting a new all time high, the S&P 500 is up a tiny bit and (Applause please) bitcoin and ethereum exploded up

Curated Industry Content

Industry News


Practice Management

Fintech Quote of the Week:

“Tokenisation is one of biggest trends sweeping institutional blockchain adoption – but does it actually pay? Recent data suggest the answer is an encouraging ‘yes'”. – Anatoly Crachilov, CEO & Founding Partner at Nickel Digital Asset Management

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!!!


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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