DWN Publisher Notes
DWN Publisher Notes For 1/27/26
Wealthtech moved decisively from background infrastructure to competitive signal this week as partnerships, AI adoption, and platform choices reshaped how advisors recruit, grow, and differentiate in a tightening digital wealth landscape.
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THE TAYLOR REPORT
The Taylor Market Report (1/27/26)
As I have said, timing is tough. I use the IBIT ETF for options. Buying a far out call spread gives you time to hold and wait. Say the June (or further out) 60 calls and sell the June 80 calls. Great risk reward.
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 2/13/26
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...
AI EDUCATION: What Is AI Inference?
Each week we find a new topic for our readers to learn about in our AI Education column.
Jargon. Lingo. Slang. Idioms.
It seems like a lot...
Top 5 VC Deals of the Week in AI (2/13/26)
This week we continue our series on the top 5 VC-funded deals in AI.
We saw a total of 13 fundraising announcements come in above...
AI & Finance™ | News for the Week Ending 2/6/26
It’s nice when we find some good, juicy data to help hold together our spitballs.
Did we gross you out? Well, then scroll down because you’ll find a long...
THE LEAD | RECENT COMMENTARY
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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...
AI EDUCATION: What Is AI Inference?
Each week we find a new topic for our readers to learn about in our AI Education column.
Jargon. Lingo. Slang. Idioms.
It seems like a lot...
Top 5 VC Deals of the Week in AI (2/13/26)
This week we continue our series on the top 5 VC-funded deals in AI.
We saw a total of 13 fundraising announcements come in above...
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