Industry Briefs
Brandon Wellman Takes on New MDRT Leadership Role
For financial advisors, professional networking is becoming more than a way to exchange business cards. It is becoming a source of education, community and practical knowledge. Brandon J. Wellman, CFP, RICP, is taking on...
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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 (9/9/26)
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...
Top 5 VC Deals of the Week in AI (9/2/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity lost some momentum...
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
AI & Finance™ | News for the Week Ending 9/11/26
Summer's over in my shore town.
Our traffic's back to nearly tolerable levels, the lines at the grocery stores and gas stations are shorter,...
AI EDUCATION: What Is Latency?
Each week we find a new topic for our readers to learn about in our AI Education column.
New York and New Jersey have a...
Top 5 VC Deals of the Week in AI (9/9/26)
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...
AI INTELLIGENCE | Weekly Top 10 (9/10/26)
The artificial intelligence industry spent the past week confronting two increasingly intertwined realities: frontier AI systems are becoming substantially more capable, and the political,...
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Nobody Underwrote the Carbon Market
By Thomas Fugelsang, Managing Director, Entoro Capital, LLC
When a house changes hands, a title insurer stands behind the deed. When a trade settles on...
Brandon Wellman Takes on New MDRT Leadership Role
For financial advisors, professional networking is becoming more than a way to exchange business cards. It is becoming a source of education, community and...
The Accredited Investor Rule Is Failing America—Here’s Why It Matters to You
Here are five reasons why it’s time to modernize the Accredited Investor Rule—and why it should matter to every American.
By Mark Hiraide, Senior Legal...
Advisor Tech Talk (Week of 9/14/26)
Wealthtech got right down to business after Labor Day.
We know it's not a very creative way to kick off this Advisor...
Digital Wealth News AI Reality Check: Sid Yenamandra, Surge Ventures
Artificial intelligence is getting better at identifying problems across wealth management, but according to Surge Ventures CEO Sid Yenamandra, that may not be the...
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