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The Taylor Market Report (6/6/23)

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La de da. Stocks only go up. What could possibly go wrong? I was involved in the 1987 crash, the dot com bubble and the 2008 financial crisis. I know what can go wrong. Be very cautious & survive (prosper).

Publisher Notes For 6/6/23

Friends, this week has brought more action from the SEC against the digital assets industry with lawsuits against Binance & Coinbase. Think what you will about these regulatory actions, but meanwhile, forward-thinking states like Wyoming queue up stablecoins...READ UP! 

MARTECH MINUTES: The Impact of Financial Content Marketing

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Content marketing has become an important part of advertising the services of financial advisors & their firms. For advisors, content marketing offers a unique & personal connection with both clients and prospects.

Atria’s CUSO Financial Services Snags former LPL Affiliated Clearview Federal Credit Union

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Clearview Federal Credit Union, which serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania announced...

Smarsh Names Vinay Mehta Chief Technology Officer

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Smarsh, the Portland, Oregon-based digital communications compliance and intelligence firm, appointed Vinay Mehta as Chief Technology Officer, this week. He will lead the global Smarsh...

Decentralized Diaries For The Week of 6/6/23

By Christopher Hamman With GREAT drama from the regulators at the SEC, the crypto space nevertheless hummed along with the usual suspects coming...

The Week in Digital Wealth (6/6/23)

By Christopher Hamman Happy new month! As we all heave a sigh of relief with the end of the...

Advisor Tech Talk (Week of 6/6/23)

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A lot of people took a holiday last week due to the Memorial Day-shortened work schedule. The news did not. There was a...

Top 5 VC Deals of the Week in Fintech (6/6/23)

Top 5 VC Deals of the Week in Digital Wealth (6/5/2023) Hard economic times often yield innovation; with that, seed funding...

Publisher Notes For 5/31/23

Friends, we hope you enjoyed a beautiful Memorial Day, a day when I can't help but reflect on the sacrifice made by so many for our country and feel such gratitude.  In the meantime, this week's newsletter is again chock full of such important info for the digital wealth sector! READ UP!