Tuesday, July 29, 2025

DWN Publisher Notes

DWN Publisher Notes For 7/23/25

DWN Publisher Notes Cindy Taylor - 0
Friends, this week brought a lovely reminder: even in a world of AI & digital finance, it's the simple things - like the memory of baking kuchen with my grandmother - that ground us all, even as technology marches on. As you read on, remember: every innovation is still about people and innovation - at its best - is about making our world better.....READ UP!
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THE TAYLOR REPORT

The Taylor Market Report (7/22/25)

Taylor Report Bill Taylor - 0
It certainly appears that everything is going up. Stocks, gold, crypto and investor's complacency. Higher and higher. I would say I've never seen anything like it, but I have. 1987. Specifically, the summer leading up to October 1987.

DWN ROUNDTABLES

DWN ROUNDTABLES: Agentic AI – Great Expectations Amid Expected Apprehension

DWN Roundtables DWN Staff - 0
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

FINTECH VIEWS: Tearing Down Data Silos – Start Small for Big...

Guest Contributor - 0
By Mike Overdorf, President and Founder, The Sycamore Company Despite considerable investment in technology, data fragmentation remains a costly challenge for institutional broker-dealers and advisory...
Fintech Views

FINTECH VIEWS: Q&A with L1 CEO Miguel Kudry – Democratizing Hedge...

DWN Staff - 0
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

FINTECH VIEWS: SurgeONE.ai Puts “Humans-In-the-Loop” with Acquisition of MGL Consulting

Cindy Taylor - 0
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

FINTECH VIEWS | Reading the Room: Reddit, Reality and the LPL/Commonwealth...

DWN Staff - 0
The March 2025 acquisition of Commonwealth Financial Network by LPL Financial hit an immediate nerve in wealth management, an industry where consolidation is endemic:...

AI & FINANCE

AI & Finance | News

AI & Finance™ | News for the Week Ending 7/25/25

Christopher Robbins - 0
Dave Barry is alive and well.  Welcome to another busy summer edition of AI & Finance, where we offer a long list of financial artificial...
AI & Finance

AI REGS & RISKS: Meta Says ‘No’ to the EU

Guest Contributor - 0
By Greg Woolf, AI RegRisk Think Tank On July 18, Meta publicly declined to sign the European Commission’s new AI Code of Practice, the voluntary framework meant...
AI Education

AI EDUCATION: What Is a Large Transaction Model?

Christopher Robbins - 0
Each week we find a new topic for our readers to learn about in our AI Education column.  We talk a lot about artificial intelligence in...
Top 5 VC Deals | AI

Top 5 VC Deals of the Week in AI (7/25/25)

Christopher Robbins - 0
This week we continue our series on the top 5 VC-funded deals in AI. This week's venture capital funding is led by two deals out...

THE LEAD | RECENT COMMENTARY

Latest Posts

Top 5 VC Deals of the Week in Fintech (7/28/25)

Top 5 VC Deals | Fintech DWN Staff - 0
Compliance, Capital & Code Fintech VC activity picked up where last week left off—with capital flowing to firms tackling fraud, compliance and operational AI infrastructure....

It’s a big week.

Uncategorized Bill Taylor - 0
Really? Not another big week. Well, at least it's this week's big week. Why? This week brings a slew of financial news and announcements. Since...
The Week in Digital Wealth

The Week in Digital Wealth (7/28/25)

Week in Digital Wealth Christopher Hamman - 0
Partnerships, integrations, and deployments enabled improved user utility. Ease of use was the watchword within secure environments. Headlines to take note of: CME and Nasdaq...
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