Greetings from Digital Wealth News™
Friends, Daylight Savings Time comes to us this weekend. As we “spring ahead”, so, too, does the news & thought leadership in fintech, wealthtech & digital assets, all right here. READ UP! | Cindy Taylor, Publisher
News | Markets
Crypto Exchanges Plus Hedge Funds? Interesting.
Coinbase announced that it is buying One River Asset Management’s crypto investments business & will be rechristened Coinbase Asset Management
The Week in Digital Wealth (3/8/23)
In this week’s column on digital wealth the world over, we cover news from the CFPB, Remitly, AXA, and Zelle, amongst others
Advisor Tech Talk (3/8/23)
This week we dive into the latest wealthtech industry news from Advisor360, Altruist, FMG and InvestCloud, to name a few
Decentralized Diaries For The Week of 3/8/23
Bitcoin remains marginal at $22k after a sudden slide & US lawmakers question the SEC’s crypto accounting rules, plus more
Top 5 VC Deals of the Week in Fintech (3/8/23)
This week, our top 5 VC deals in digital wealth came to us from Core Scientific, Chilz, Student Finance, Sesamm & Pagos
Podcasts
STANDARD DEVIATIONS PODCAST: Morgan Housel–The Psychology of Money, Pt. 1
This week on the Standard Deviations podcast, Dr. Daniel Crosby and Morgan Housel of The Collaborative Fund discuss why education improves outcomes in other disciplines but not always in finance, etc.
Rethink. Financial Advice Podcast: Cut the Tie! Is Advisor Attire Dated?
In this episode, Adam Holt & Derek Notman discuss what we used to wear and what we wear now, and how being genuine is what people really want over nice clothes & flashy toys
Thought Leadership
JIFFY.ai ILLUMINATIONS: The New-Age Relationship Manager
Relationship managers must go deeper than they historically have & rely less on external subject matter experts in client & prospect convos
MARTECH MINUTES: How Best-of-Breed MarTech Improves Revenue
When it comes to marketing, it’s a combination of science and technology that must combine to produce results
BACK OFFICE HEROES: The Essential Components of an RIA Productivity Suite
There has been a gradual change in how advisors build relationships and service their clients, says Michael Pinsker of Docupace
REAL CLEAR CRYPTO: Could Trump Inadvertently Weaken the Dollar? (and help Bitcoin)
Reduced demand for U.S. dollar denominated assets, such as Treasury obligations, could potentially lead to a decline in the U.S. dollar
The Taylor Market Report (2/28/23)
(LINK LIVE AFTER 3:00pm MT on 2/28) The definition of artificial is used figuratively to describe something as being faked, phony, or contrived The definition of intelligence is….smart. So, if the quant financial programs are using AI, are they “fake smart” programs? Just thinking. (3/7/23 Report posting later today)
Curated Industry Content
Industry News & Insights:
- As Focus Turns to Organic Growth Over M&A, Wealth Managers Combining Digital Engagement and Traditional Client Prospecting
- Sound Income Group: The Intersection of Technology & Retirement Planning
- White Glove Launches Turnkey Estate Planning Solution
Practice Management:
Fintech Quote of the Week
“New business is out there, but you’ll never capture it if you don’t know where to find prospects, what they want, & how you’ll deliver to them.”
– Eric Clarke, CEO |Orion Advisor Solutions
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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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