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!
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THE TAYLOR REPORT

The Taylor Market Report (4/1/25)

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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

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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

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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

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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

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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

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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

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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?

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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)

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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...

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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

The Taylor Market Report (4/1/25)

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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

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Zero visibility. A thick fog will do that. Just when you think the haze hanging over financial markets might be lifting, a really thick...

DWN AI Index™ | Daily Report

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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...
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