Publisher Notes For 9/7/22

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Friends, TECHNICALLY, Labor Day marks the unofficial end of summer, but I just can't let this season of sun go until the autumnal equinox arrives.  In that spirit, let's jump into the latest - greatest - digital wealth industry news and new thought leadership content we have queued up for you this post Labor Day (and still SUMMER) week. READ UP!

Publisher Notes For 8/31/22

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Friends, Labor Day is nearly here - where did the summer go?  While we all ponder that question, the digital wealth industry marches forward with more M&A (and technology to support it), new ways to profit from capital markets and a sideways look at Fed Chair J. Powell's performance with a tongue in cheek analogy to a famous ditty from Britney Spears. READ UP!

Publisher Notes For 8/24/22

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Friends, here we go back at it this week with a look at the real metrics clients should use to measure financial success, how crypto education is crucial for advisors right now and an important op-ed on an op-ed (yes you read that right) that you won't want to miss. READ UP!

Publisher Notes For 8/17/22

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Friends, even with summer, there is SO MUCH to catch up on in the world of digital wealth!  This week we look at two (relatively) new BTC fans, explore "What's Up with WhatsApp" and hear from a law firm helping small investment firms stand up to the SEC.  READ UP!

Publisher Notes For 8/10/22

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Friends, we woke up to an IT world of hurt. First our CEO's computer blew out overnight - then an update to the Yoast SEO tool took our entire website down for a time. All fixed now (yay!), but not without (quite) a little angst first. Thankfully, we have a world class IT team, and even with all that hullabaloo, we still have lots of great new content for you this week! READ UP!!!

Publisher Notes For 8/5/22

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Friends, we have such a good newsletter this week! Topics covered include...How to have difficult conversations with clients around crypto. How to use AI to improve your financial marketing. A major shift in fintech VC funding. Why a SpongeBob character has entered the wealthtech sector (wait, what???!). READ UP!!

Publisher Notes For 7/27/22

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Friends, "A Midsummer Night's Dream" comes to mind as we close out July. Truthfully, it's been since college that I read the full works of Shakespeare and I had to look up the summary as a refresher. Turns out, lots of magic and trickery are involved - not dissimilar from the current stories behind crypto conosolidation or the markets in general you'll find in our newsletter this week. READ YE UP!

Publisher Notes For 7/19/22

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Friends, we are now deep into summer and it seems like an "everything and nothing" kind of time. We have major fundings, new launches and integrations to report on. And then we have our "Summer Thoughts" with a lot of questions on markets but no clear answers. Want to know more about what is - and isn't - going on? READ UP!

Publisher Notes For 7/12/22

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Greetings Fintech Friends! It's been a huge (and uncomfortable) week in fintech and you'll have to read the Top 5 VC Deals column to find out why. In the meantime, crypto hedge fund managers are on the lam and the industry needs a new form of governance - see how that can be accomplished. READ UP!

Publisher Notes For 7/5/22

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Happy 4th of July Week to our US friends! We hope you all celebrated the birth of our beautiful nation in your hometowns. And with that, sending our thoughts and prayers to our friends in the Chicago/Highland Park area. It was truly a weekend of great contrasts and a reminder that every day is a gift. In the meantime, we have more great content queued up for you again this summer week. READ UP! | Cindy Taylor, Publisher