DWN Publisher Notes
DWN Publisher Notes For 5/27/25
Friends – as I wrrote this opener on Memorial Day, I couldnt help but feel emotional remembering my brother, Randall Boomgarden (1948-2021) who served in the USAF at Bitberg Air Base in the 1960s. Meanwhile, check out THE LEAD this week - one of Bill Taylor's best thought leadership pieces EVER ... READ UP!
cv
THE TAYLOR REPORT
The Taylor Market Report (5/27/25)
Waiting for Fed interest rate decisions, employment numbers and economic numbers is so passe' and meaningless. Its all about the TARIFFS. Ukraine/Russia war? Nope, TARIFFS.
WEALTHTECH 3.0
WEALTHTECH 3.0: Forget the Transfer—Let’s Talk About the Build
The Class of 2025 is entering a noisier financial landscape than ever. They’ve grown up on Venmo, learned budgeting from YouTube, and are graduating into a world of high debt and even higher expectations.
DWN ROUNDTABLES
DWN ROUNDTABLES: Agentic AI – Great Expectations Amid Expected Apprehension
For RIAs of all sizes, how successful agentic AI is in building efficiencies and driving growth for stakeholders is where the rubber will meet the road.
FINTECH VIEWS
FINTECH VIEWS: SurgeONE.ai Puts “Humans-In-the-Loop” with Acquisition of MGL Consulting
SurgeONE.ai, Sid Yenamandra’s Agentic AI platform, announced the acquisition of MGL Consulting, a well-known industry compliance firm.
With this acquisition, Yenamandra partners with another industry...
FINTECH VIEWS | Reading the Room: Reddit, Reality and the LPL/Commonwealth...
The March 2025 acquisition of Commonwealth Financial Network by LPL Financial hit an immediate nerve in wealth management, an industry where consolidation is endemic:...
FINTECH VIEWS: Sycamore’s Mike Overdorf on Consolidation in Wealth Management
Amid the wealth management industry’s rapid consolidation, many firms are grappling with operational challenges that are growing more and more complex. While mergers and...
FINTECH VIEWS: TradingBlock Launches Online Learning Hub for Options Education
Chicago-based online broker TradingBlock has recently launched a growing library of educational resources for engaged investors and options-curious traders who want to learn how...
AI & FINANCE
THE LEAD | Microsoft Cracks Its Own Walled Garden
Publisher Note: Friends, this week we are pleased to offer content for THE LEAD from guest contributor Greg Woolf who regularly publishes content on...
AI & Finance™ | News for the Week Ending 5/30/25
We had a busy holiday week for AI—even with one-less business day to report on, we have a lot of headlines to get to,...
AI EDUCATION: What Is Big Data?
Each week we find a new topic for our readers to learn about in our AI Education column.
Today on AI education, we’re going to talk...
Top 5 VC Deals of the Week in AI (5/30/25)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our announcements are led by two deals exceeding the...
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
The Al & Ivy (AI) Podcast, Episode 30: Nuclear Risk in Finance – The...
DWN's innovative podcast series with AI hosts, Al and Ivy, presents the most topical subject of the week and discusses it in an easy...
THE LEAD | Microsoft Cracks Its Own Walled Garden
Publisher Note: Friends, this week we are pleased to offer content for THE LEAD from guest contributor Greg Woolf who regularly publishes content on...
Top 5 VC Deals of the Week in Fintech (6/2/25)
WIRED FOR GROWTH...
Venture capital activity in fintech surged again this past week, with funding rounds spanning infrastructure, lending, and cross-border payments. Investors showed continued...
cv
