DWN Publisher Notes
DWN Publisher Notes For 1/6/25
FRIENDS – fintech, AI, and digital wealth kicked off 2026 focused on execution, not experimentation, as advisor platforms scaled workflows, payments consolidated, banks pushed infrastructure upgrades, and regulators sharpened expectations across AI, crypto, and compliance. READ UP!
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THE TAYLOR REPORT
The Taylor Market Report (1/6/26)
By Bill Taylor, CEO / Digital Wealth News and AI & Finance
Big Sky AI Forum Whitepapers
Whitepaper Spotlight: From Leads to Legacy — How Ian Karnell and VastAdvisor Are Redefining...
As financial advisors face mounting acquisition costs and waning results from traditional lead vendors, Ian Karnell believes the future of growth lies in ownership—not...
Whitepaper Spotlight: Decision Intelligence in Action — How Envestnet Is Redefining the Future of...
As wealth management enters a new era shaped by artificial intelligence, one of the industry’s leading firms is taking a bold step forward. At...
FINTECH VIEWS
Talking Technology for Mid-Sized Firms with Trilogy Financial
The evolution of the wealth management industry is being driven by factors ranging from rapid firm consolidation and shifting demographics to elevated client expectations...
FINTECH VIEWS: How Tech Stacks Can Encourage Bank-Based Advisors to Go...
Across major cities from coast to coast, there’s a rising wave of bank-based financial advisors exploring independence. With decades of experience under their belt,...
DWN Roundtable: Technology’s Role in the RIA Valuation Equation
Within the RIA industry, buyer demand remains robust, with 2025 M&A already exceeding all of 2024’s record pace. Today’s RIA valuations remain healthy, while...
FINTECH VIEWS: Inside Stifel’s Push to Tech-Enable the Next Generation of...
At a time when AI and digital platforms are rewriting the rules of wealth management, Stifel Independent Advisors is trying to make sure financial...
AI & FINANCE
AI & Finance™ | News for the Week Ending 1/9/26
Let’s start the new year off right—with a bang.
Welcome to AI & Finance where we do have a big list of headlines to report—but that’s more a product...
AI EDUCATION: What Is AI Infrastructure?
Each week we find a new topic for our readers to learn about in our AI Education column.
Infrastructure brings out our inner nerd.
Welcome to AI Education,...
Top 5 VC Deals of the Week in AI (1/9/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week's venture capital funding remained muted due to the new...
AI & Finance™ | News for the Week Ending 12/19/25
Oh, what a year it was, and what a year it will be.
Its AI & Finance headlines time, for the last time in 2025. Yes,...
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AI INTELLIGENCE | Weekly Top 10 (1/8/26)
Agents, Architectures, Alliances — and AI’s Agenda
The transition from 2025 into 2026 saw artificial intelligence shift from retrospective growth narratives to forward-looking institutional frameworks...
AI & Finance™ | News for the Week Ending 1/9/26
Let’s start the new year off right—with a bang.
Welcome to AI & Finance where we do have a big list of headlines to report—but that’s more a product...
AI EDUCATION: What Is AI Infrastructure?
Each week we find a new topic for our readers to learn about in our AI Education column.
Infrastructure brings out our inner nerd.
Welcome to AI Education,...
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