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DWN Publisher Notes
DWN Publisher Notes For 7/15/26
Greetings from Digital Wealth News™
Well, here we are in the dead center of July, and summer has officially taken over. If you’re a baseball fan, the All‑Star Game is on. If you’re a soccer...
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THE TAYLOR REPORT
The Taylor Market Report – A Tribute To Bill
A Tribute to Bill Taylor
It is with heavy hearts that we acknowledge the passing of Bill Taylor on July...
Top 5 Deals of the week
Top 5 VC Deals of the Week in AI (7/29/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity retained its strength...
Top 5 VC Deals of the Week in AI (7/22/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity gained back some...
FINTECH VIEWS
The Wealth Management Tech Stack Is Broken, But It’s Not a...
By Mike Overdorf, Founder and President, The Sycamore Company
As industry leaders look to modernize their tech stack, advisor-facing tools are usually placed at the...
Getting Enterprise Integration Right
DWN staff
The most successful businesses run on processes that maximize all of the firm’s operational components: human capital, technologies, procedures and leadership. Such optimization...
Ascentix Partners Launches New Series of Thought Leadership Articles
Inaugural issue on succession planning cautions advisors to plan a legacy, not just an exit
The central tenet of the financial advice industry is helping...
What’s Next for Wealth Management? Insights Ahead of INSITE 2026
Feathery’s Chris Mills on Why Data Intake and Workflow Automation Eliminate the Need for Rip-and-Replace
By DWN Staff
As the wealth management industry prepares to gather...
AI & FINANCE
DWN AI Reality Check: Mike Overdorf, President, The Sycamore Company
By DWN Staff
Digital Wealth News AI Reality Check is a new series exploring one of the biggest
questions facing the wealth management industry today: Where...
AI & Finance™ | News for the Week Ending 7/31/26
We trust our readers. Maybe too much.
That’s why we’ve become a little lazy and lax in our approach to putting together AI & Finance (and our other hand-written...
AI EDUCATION: What Is Prompt Chaining?
Each week we find a new topic for our readers to learn about in our AI Education column.
How do you keep a dying person’s...
Top 5 VC Deals of the Week in AI (7/29/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity retained its strength...
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The Taylor Market Report – A Tribute To Bill
A Tribute to Bill Taylor
It is with heavy hearts that we acknowledge the passing of Bill Taylor on July...
FMG Suite Answers AI and Enterprise Demand by Strengthening Leadership Team
New hires are industry veterans Christian Short, Nathan Worthington, Kevin Jurick and Jeremy Kowalski
By DWN Staff
FMG Suite, the Gardena California-based marketing and growth platform...
Advisor Tech Talk (Week of 8/3/26)
The elephant in the wealthtech room just got a little heavier.
Yep, we’re talking about AI once again here in Advisor Tech Talk, with...
PRI, GPS Leadership Moves Expand Tech-Enabled Retirement Plan Compliance Resources
Pension Resource Institute and affiliated pooled employer plan firm Group Plan Systems have announced leadership changes as GPS moves to what it called a...
DWN AI Reality Check: Mike Overdorf, President, The Sycamore Company
By DWN Staff
Digital Wealth News AI Reality Check is a new series exploring one of the biggest
questions facing the wealth management industry today: Where...
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