DWN Publisher Notes

DWN Publisher Notes For 7/23/25

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)

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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

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

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

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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

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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...

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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 for the Week Ending 7/25/25

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

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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: What Is a Large Transaction Model?

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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 of the Week in AI (7/25/25)

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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

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

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.

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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)

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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