DWN Publisher Notes
DWN Publisher Notes For 1/15/25
Friends, the past week has changed our nation forever and I don't think we'll ever be the same again, nor should we. And yet, in the midst of the chaos and devastation in our beloved Los Angeles, the digital wealth industry had another huge and impactful week, and it's all detailed below...READ UP!
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THE TAYLOR REPORT
The Taylor Market Report (1/14/25)
For now, hold tight. Don't fall for the FOMO (fear of missing out) noise. The downs side in ALL categories/sectors appears to outweigh the upside. Let's look again next week after the inauguration. The year is young.
DWN ROUNDTABLES
DWN ROUNDTABLES: AI in Wealth Management – From Disruptor to Table Stakes
If evolution is a sign of a healthy ecosystem, the wealth management industry is exceedingly robust. Its ability to pivot in the face of...
DWN LEAD/GEN
Traditional B2B Lead Gen is Broken!
Have you STRUGGLED with your lead gen programs lately? If your marketing messaging is targeting FAs, B/Ds, institutional investors, B2B VCs and the institutional finance marketplace at large, our content programs can provide you information on who is reading your content...
FINTECH VIEWS
FINTECH VIEWS: Looking Back, Looking Forward – Q&A With Colleen Bell...
The often-slower pace of December provides the perfect opportunity to look back on a consequential year for digital innovation in the wealth...
FINTECH VIEWS: Drowning in Data – The Challenges of Too Much...
When it comes to intel in financial services, “the more the better” is the rallying cry that has launched a thousand data collection platforms....
FINTECH VIEWS: What is Clean Data and Why Is It Critical...
By Mike Overdorf, President and Founder, The Sycamore Company
The financial services and wealth management industries have entered an era of big data that has...
FINTECH VIEWS: Elevate Your Wealth Practice with PhilTech
By Joe Mrak, CEO, Foundation Source
High-net-worth investors are increasingly interested in charitable giving, but many wealth management firms and practitioners are not dedicating a...
AI & FINANCE
AI & Finance™ | News for the Week Ending 1/17/25
AI is on the march, but there may be roadblocks ahead.
Welcome to another roundup of artificial intelligence and financial services headlines, this week had...
AI EDUCATION: What Is an AI PC?
Each week we find a new topic for our readers to learn about in our AI Education column.
At this point in AI Education we’d like...
Top 5 VC Deals of the Week in AI (1/17/24)
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 REGS & RISKS: The AI Chip Wars
By Greg Woolf, AI RegRisk Think Tank
It’s official: we’re in the midst of a global scramble for AI supremacy, and the battle lines are...
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DWN AI Index™ | Daily Report
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...
AI & Finance™ | News for the Week Ending 1/17/25
AI is on the march, but there may be roadblocks ahead.
Welcome to another roundup of artificial intelligence and financial services headlines, this week had...
AI EDUCATION: What Is an AI PC?
Each week we find a new topic for our readers to learn about in our AI Education column.
At this point in AI Education we’d like...
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