DWN Publisher Notes
DWN Publisher Notes For 5/13/26
DWN Publisher Notes For 5/13/26
Greetings from Digital Wealth News™
Summer is somehow a month away, and June — yes, half the year — is already staring us down. Out here in Bozeman we’ll take any...
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THE TAYLOR REPORT
The Taylor Market Report (5/12/26)
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
Organic Growth Is Coming Out from Under M&A’s Shadow
FMG’s Mark Casady on how advisors can optimize results
If you wait long enough, old styles come back in vogue. In wealth management, while organic...
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...
AI & FINANCE
AI & Finance™ | News for the Week Ending 5/15/26
Sure, artificial intelligence could help us do more. It might also make us stupid.
Welcome to another AI & Finance, where it was, well, a...
AI EDUCATION: What Is an Orchestrated LLM?
Each week we find a new topic for our readers to learn about in our AI Education column.
It takes two to make a dream come true....
Top 5 VC Deals of the Week in AI (5/13/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity accelerated yet again...
OpenAI Launches DeployCo, Invests $4 Billion to Solve AI Deployment Woes
OpenAI is partnering with the likes of Bain, Brookfield, Goldman Sachs, TPG and McKinsey to launch a $4 billion AI deployment consultancy.
The launch of...
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Haven Tower and Cardinal Communications Team to Serve PE Firms Investing in Wealth Management
Alliance combines Haven Tower’s advisory and wealth platform PR and marketing offering with Cardinal’s PE-focused communications experience
By DWN Staff
Private equity firms looking to take...
AI & Finance™ | News for the Week Ending 5/15/26
Sure, artificial intelligence could help us do more. It might also make us stupid.
Welcome to another AI & Finance, where it was, well, a...
AI EDUCATION: What Is an Orchestrated LLM?
Each week we find a new topic for our readers to learn about in our AI Education column.
It takes two to make a dream come true....
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