DWN Publisher Notes
DWN Publisher Notes For 6/25/25
Friends, today (June 25) would have been my Dad's 101st birthday. An inveterate entrepreneur, he was always dreaming up new ventures. As we share leading edge fintech & AI content, I'm reminded of his stories of riding to school in a horse-drawn carriage and how the 1936 Rural Electrification Act changed farm life. What a journey our family has made in a century ... READ UP!
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THE TAYLOR REPORT
The Taylor Market Report (6/24/25)
A big and very unpredictable surprise is looming, and no one knows how it will play out. Going to neutral on everything: BTC, ETH, GOLD, S&P 500. All bets are off. Risk/reward not worth being involved. When in doubt, sit it out.
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: Q&A with L1 CEO Miguel Kudry – Democratizing Hedge...
In another move to disrupt traditional wealth and asset management, Miami-based fintech startup L1 has unveiled high-alpha, onchain investment strategies managed by crypto-native hedge...
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...
AI & FINANCE
AI & Finance™ | News for the Week Ending 6/27/25
Boy was it hot this week!
“How hot was it?”
So hot that we almost have more headlines than we can handle in this edition of...
AI REGS & RISKS: The Intelligence Curse
By Greg Woolf, AI RegRisk Think Tank
The potential impact of Generative AI on our social contract is well outlined in an April 2025 white...
AI EDUCATION: What Is Google DeepMind?
Each week we find a new topic for our readers to learn about in our AI Education column.
Welcome to another AI Education column, this time,...
Top 5 VC Deals of the Week in AI (6/27/25)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our announcements feature five deals exceeding the $100 million...
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Top 5 VC Deals of the Week in Fintech (6/30/25)
Crypto, Compliance & Corporate AI — Fintech’s Deep-Pocketed Favorites
Friends, from cross-border planning to enterprise blockchain, this week’s fintech funding saw a surge in strategic...
Advisor Tech Talk (Week of 6/30/25)
Imagine, if you will, a world without wealth management, and therefore, without wealth management technology.
Welcome to another Advisor Tech Talk, we...
Decentralized Diaries for the Week of 6/30/25
Digital asset integrations with traditional finance were on the rise, with new products signaling a promising future.
Thefts from hacks continue to be a...
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