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)
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
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...
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...
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:...
AI & FINANCE
AI & Finance™ | News for the Week Ending 7/25/25
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
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?
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)
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...
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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.
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 (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...