DWN Publisher Notes
DWN Publisher Notes For 4/1/25
Friends, lots of news in wealth management this week, check it all out in Advisor Tech Talk. And in our weekly AI podcast, we look at the relatively short but incredible history of NVIDIA...READ UP!
cv
THE TAYLOR REPORT
The Taylor Market Report (4/1/25)
It would seem that a whole lot of selling, or lightening up on positions, took place over the past few months. Does that mean any good news will be cause to get really bullish? Uh, no. Friday brings NFP (non farm payroll numbers) which may trigger recession talk.
DWN ROUNDTABLES
DWN ROUNDTABLES: Securing Cyberspace – How Advisory Firms Can Combat Vulnerabilities
Executives tasked with ensuring their firms are operating within a safe and compliant environment have a unique perspective on how to assess and address the challenges associated with evolving cyber threats.
WEALTHTECH 3.0
WEALTHTECH 3.0: Beyond the Status Quo – The Power of Relationships and Trust in...
For decades, discussions about progress in business have centered on metrics—diversity targets, funding gaps, and hiring numbers. But what if we’ve been measuring success the wrong way?
FINTECH VIEWS
FINTECH VIEWS: Docupace Acquires Hubly, a No-Code Workflow Platform
Docupace, the back-office solutions provider and parent company of PreciseFP, is expanding with the acquisition of Hubly, a Vancouver-based workflow management platform designed for...
FINTECH VIEWS: A Crypto Investment Platform That’s on Point and Onchain
The global cryptocurrency market is large and growing thanks to a loyal fan base, impressive, if volatile, performance and a financial services establishment that...
FINTECH VIEWS: How BDs Can Unlock the Potential of Compensation Data
By Mike Overdorf, President and Founder, The Sycamore Company
Compensation data is a critical but often underutilized asset among broker-dealers. Effectively leveraging compensation data –...
FINTECH VIEWS: Wallets and Wealth Management – The New Frontier
By Eric Noll, CEO, FusionIQ
Digital wallets have fundamentally changed how consumers interact with financial services, merging the simplicity and accessibility of digital payments with...
AI & FINANCE
AI & Finance™ | News for the Week Ending 3/28/25
Ahh, yes, it was indeed another busy week in financial artificial intelligence, and we have the headlines below to prove it—the gradual automation of...
AI EDUCATION: What Is Agentless AI?
Each week we find a new topic for our readers to learn about in our AI Education column.
Welcome to another AI Education—this week, we’re going...
Top 5 VC Deals of the Week in AI (3/28/25)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our announcements are led by one deal exceeding the...
AI REGS & RISKS: California AI Regulations Are Back – And...
By Greg Woolf, AI RegRisk Think Tank
Remembering the Failed SB-1047
You may remember the rise and fall of California’s Senate Bill SB-1047 last year, an...
THE LEAD | RECENT COMMENTARY
Latest Posts
- All
- Advisor Tech Talk
- AI & Finance
- AI & Finance | News
- AI & Forecasting
- AI Education
- AI ILLUMINATIONS
- AI Intelligence
- AI Regs & Risk
- Apex Clearing
- Back Office Heroes
- Blockchain Education
- Chalice Network
- Crypto Education Series
- Crypto is Macro
- Decentralized Diaries
- DWealth Muse Podcast
- DWN AI Index
- DWN Lead Gen
- DWN Op-Eds
- DWN Publisher Notes
- DWN Roundtables
- Entoro Capital
- Entoro Investments
- Fintech & Philosophy Zoomcast
- Fintech Corner
- Fintech Luminaries
- Fintech Views
- Industry Briefs
- Intelligence for Growth
- Investment Management Series
- JIFFY.ai
- MarTech Minutes
- Orion
- Other
- Personal Insights
- Podcasts
- Practifi
- Principals
- Real Clear Crypto
- Refinitiv, An LSEG Business
- Rethink. Financial Advice Podcast
- Sarson Funds
- Standard Deviations Podcast
- Taylor Report
- The Al & Ivy (AI) Podcast
- The Lead
- TheALTInvestor
- Thought Leaders
- TIFIN
- Top 5 VC Deals | AI
- Top 5 VC Deals | Fintech
- Videos
- Wealthtech 3.0
- Wealthtech Insider
- Week in Digital Wealth
- Whitepapers
More
DWN AI Index™ | Daily Report
The DWN AI Index™ is a new benchmark stock index of the artificial intelligence (AI) sector.
The index is comprised of a diversified group of...
The Taylor Market Report (4/1/25)
It would seem that a whole lot of selling, or lightening up on positions, took place over the past few months. Does that mean any good news will be cause to get really bullish? Uh, no. Friday brings NFP (non farm payroll numbers) which may trigger recession talk.
THE LEAD: Peering Into A Thick Fog
Zero visibility. A thick fog will do that. Just when you think the haze hanging over financial markets might be lifting, a really thick...
cv
