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The Week in Digital Wealth (5/10/23)

By Christopher Hamman With the last lever in its arsenal (interest rate hikes), the Fed tried to keep...

The Taylor Market Report (5/2/23)

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The "mood" has changed. Reality has a way of doing that. Watch out investors/traders in equities. Next "shoe" to drop? Real estate. Commercial and residential. Lots of pain coming.

Publisher Notes For 5/2/23

Greetings from Digital Wealth News™ Friends, AS USUAL, we are loaded up with a plethora of new,...

AI ILLUMINATIONS: Take Control

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Have you thought about how rising interest rates will affect the banking and wealth industries? Or how these internal problems can be solved, and failures circumvented using emerging technology?

Top 5 VC Deals of the Week in Fintech (4/25/23)

2021 was an unprecedented year for funding across sectors, as deals surpassed previous years. But one quarter into 2023, can we...

FINTECH & PHILOSOPHY with Cindy Taylor: Meet Michael Partnow of JIFFY.ai

Welcome to my new Zoomcast series "Fintech & Philosophy", where we we explore the personal motivations that drive the successes behind fintech’s top C-suite executives! * *...

Top 5 VC Deals of the Week in Fintech (3/29/23)

Go get the money… You've proven you can survive and manage your cash, all of you startups who've bootstrapped with no VC;...

REAL CLEAR CRYPTO: A Slow Walk Away From Banking

It seems that banking and cryptocurrency are top of mind for investors and US policy makers at the moment. We are seeing an about-face from the Federal Reserve when it comes to their treatment of crypto assets.

BACK OFFICE HEROES: The First Step in the Financial Planning Process is Client Data...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship.

The Week in Digital Wealth (3/22/23)

By Christopher Hamman Last week went by with diminished fears of a total banking sector coming to a...