DWN Publisher Notes
DWN Publisher Notes For 2/17/26
Greetings from Digital Wealth News™
FRIENDS –Please PLEASE take into consideration that this week's newsletter will be a bit "scattered." Sadly, our Founder and Publisher Cindy Taylor (and my wife) passed away...
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THE TAYLOR REPORT
The Taylor Market Report (2/17/26)
By Bill Taylor, CEO / Digital Wealth News and AI & Finance
Big Sky AI Forum Whitepapers
Whitepaper Spotlight: From Leads to Legacy — How Ian Karnell and VastAdvisor Are Redefining...
As financial advisors face mounting acquisition costs and waning results from traditional lead vendors, Ian Karnell believes the future of growth lies in ownership—not...
Whitepaper Spotlight: Decision Intelligence in Action — How Envestnet Is Redefining the Future of...
As wealth management enters a new era shaped by artificial intelligence, one of the industry’s leading firms is taking a bold step forward. At...
FINTECH VIEWS
Talking Technology for Mid-Sized Firms with Trilogy Financial
The evolution of the wealth management industry is being driven by factors ranging from rapid firm consolidation and shifting demographics to elevated client expectations...
FINTECH VIEWS: How Tech Stacks Can Encourage Bank-Based Advisors to Go...
Across major cities from coast to coast, there’s a rising wave of bank-based financial advisors exploring independence. With decades of experience under their belt,...
DWN Roundtable: Technology’s Role in the RIA Valuation Equation
Within the RIA industry, buyer demand remains robust, with 2025 M&A already exceeding all of 2024’s record pace. Today’s RIA valuations remain healthy, while...
FINTECH VIEWS: Inside Stifel’s Push to Tech-Enable the Next Generation of...
At a time when AI and digital platforms are rewriting the rules of wealth management, Stifel Independent Advisors is trying to make sure financial...
AI & FINANCE
AI & Finance™ | News for the Week Ending 2/20/26
Humans always eventually seem to use science and technology to predict our own doom—if not cause it.
Welcome to AI & Finance, and yes, it was a...
AI EDUCATION: What Is Cognitive Banking?
Each week we find a new topic for our readers to learn about in our AI Education column.
The relationship between financial providers and consumers, customers...
Top 5 VC Deals of the Week in AI (2/20/26)
This week we continue our series on the top 5 VC-funded deals in AI.
Venture capital activity came in with a top-heavy but down week,...
AI & Finance™ | News for the Week Ending 2/13/26
Since we started AI & Finance, sometimes it feels like we’re talking up artificial intelligence too much, that we may be overly enthusiastic or optimistic about...
THE LEAD | RECENT COMMENTARY
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The Lead: Just When You Think It Can’t Get Crazier.
New week, new crazy. Financial markets decided that this is the week to go down. Weather watchers got a chance to REALLY watch some...
DWN AI Index™ | Weekly 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...
Advisor Tech Talk (Week of 2/24/26)
As Mother Nature dumps a ton of snow on the northeastern urban corridor, we’d like to ask whether we’re a little bit out over our skis...
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