DWN Publisher Notes

DWN Publisher Notes For 3/5/25

Friends, you MUST check out the thought-provoking opener of Advisor Tech Talk this week from Chris Robbins and the need for digital advice platforms to be broad and agnostic. Meanwhile Bill Taylor has another pithy (and highly relevant) read on the current state of markets...READ UP!!
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THE TAYLOR REPORT

The Taylor Market Report (2/25/25)

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Toss out all the chatter about interest rates, inflation, sovereign wealth funds, reduced regulations and everything else. All sectors are now going on sale. Stocks are going to get cheaper. Gold is going to get cheaper. Bitcoin and ETH are already cheaper.

DWN ROUNDTABLES

DWN ROUNDTABLES: Securing Cyberspace – How Advisory Firms Can Combat Vulnerabilities

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Executives tasked with ensuring their firms are operating within a safe and compliant environment have a unique perspective on how to assess and address the challenges associated with evolving cyber threats.

WEALTHTECH 3.0

WEALTHTECH 3.0: Accelerating Innovation in WealthTech

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In today's rapidly evolving financial landscape, startups must demonstrate tangible market traction and financial robustness to capture the attention of financial institutions, venture capital investors, and strategic partners.

FINTECH VIEWS

FINTECH VIEWS: A Crypto Investment Platform That’s on Point and Onchain

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The global cryptocurrency market is large and growing thanks to a loyal fan base, impressive, if volatile, performance and a financial services establishment that...

FINTECH VIEWS: How BDs Can Unlock the Potential of Compensation Data

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By Mike Overdorf, President and Founder, The Sycamore Company Compensation data is a critical but often underutilized asset among broker-dealers. Effectively leveraging compensation data –...

FINTECH VIEWS: Wallets and Wealth Management – The New Frontier

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By Eric Noll, CEO, FusionIQ Digital wallets have fundamentally changed how consumers interact with financial services, merging the simplicity and accessibility of digital payments with...

FINTECH VIEWS: Bridging the Gap with Technology

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This summer, the Money Management Institute, the New York-based professional association for firms offering clients financial guidance and investment advisory services, along with the...

AI & FINANCE

AI & Finance™ | News for the Week Ending 2/28/25

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Though there’s still plenty to report in this week’s AI & Finance rundown of headline announcements, it was again a bit of a slower...

AI REGS & RISKS: How AI Is Impacting Jobs

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By Greg Woolf, AI RegRisk Think Tank Everyone wants to know how AI is being used in the real world—across industries and job roles. Understanding...

AI EDUCATION: What Is Cognitive AI?

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Each week we find a new topic for our readers to learn about in our AI Education column.  Most approaches to artificial intelligence we’ve discussed in...

Top 5 VC Deals of the Week in AI (2/28/25)

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This week we continue our series on the top 5 VC-funded deals in AI. This week our announcements are led by two huge deals exceeding...

THE LEAD | RECENT COMMENTARY

DWN Publisher Notes For 3/5/25

Friends, you MUST check out the thought-provoking opener of Advisor Tech Talk this week from Chris Robbins and the need for digital advice platforms to be broad and agnostic. Meanwhile Bill Taylor has another pithy (and highly relevant) read on the current state of markets...READ UP!!

THE LEAD: Markets-Ugly, Crazy or Meh

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Confused? In today's constantly changing economic landscape, it's hard not to be. Last week around this time, financial markets were beginning to look ugly....

DWN AI Index™ | Daily Report

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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...
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