DWN Publisher Notes
DWN Publisher Notes For 6/18/25
Friends - Ohmgoodness, the news spin is in overdrive this year despite our "summer" status - and that's moving markets in a big way (read THE LEAD for more insight on that). Hence, the old adage "Sell in May and go away" is gone gone gone ... READ UP!
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THE TAYLOR REPORT
The Taylor Market Report (6/17/25)
Something BIG and very UNPREDICTABLE is going to happen. And, no one knows how it will play out. Not even the players themselves. Time to sit this out. Going to NEUTRAL on everything. BTC, ETH, GOLD and S&P 500. All bets are off.
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 6/20/25
We’re back from vacation and sorting through what was another big week in financial artificial intelligence news to cover in this edition of AI...
AI EDUCATION: What Is the Cloud?
Each week we find a new topic for our readers to learn about in our AI Education column.
We’re going to aim high on AI Education...
Top 5 VC Deals of the Week in AI (6/20/25)
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...
AI & Finance™ | News for the Week Ending 6/13/25
Welcome to another rundown of the week’s artificial intelligence in financial services news—and while we saw a slowdown in wealth management and financial services...
THE LEAD | RECENT COMMENTARY
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The Al & Ivy (AI) Podcast, Episode 33: Hormuz Under Siege and Its Potential...
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...
Top 5 VC Deals of the Week in Fintech (6/23/25)
Cross-Border, Crypto & Consumer – Fintech’s Expanding Edge
Friends, this week’s top fintech deals reveal a broadening investment appetite — from enterprise financial ops and...
Advisor Tech Talk (Week of 6/23/25)
Happy summer everyone! It was yet another extremely busy week for advisor technology news, and we have all your wealthtech headlines...
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