DWN Publisher Notes
DWN Publisher Notes For 6/24/26
Greetings from Digital Wealth News™
It’s now one hundred percent official: summer has arrived. The summer solstice hit over the weekend — and yes, the gorgeous girl in the picture (my Cindy) made sure I...
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THE TAYLOR REPORT
The Taylor Market Report (6/23/26)
DISCLAIMER: The opinions expressed below are solely those of Bill Taylor & do not represent those of DWN or...
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
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 6/26/26
Today’s AI is pretty good at a lot of things. In many cases, artificial intelligence is maybe not great, but good enough for our...
AI EDUCATION: What Is Data Integrity?
Each week we find a new topic for our readers to learn about in our AI Education column.
“Information is the oil of the 21st century,...
Top 5 VC Deals of the Week in AI (6/24/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity accelerated again from...
INDUSTRY BRIEF | Washington Hits the Brakes on OpenAI’s Next Frontier...
For years, the defining question surrounding artificial intelligence has been how quickly companies like OpenAI, Anthropic, Google, Meta and xAI could release increasingly capable...
THE LEAD | RECENT COMMENTARY
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The Lead: Countdown to America’s 250th
We’re officially in the countdown to the Fourth of July, which — blessedly — lands on a Saturday this year. A full weekend to...
Advisor Tech Talk (Week of 6/29/26)
Happy birthday!
We’re writing this on our spouse’s birthday (she’s sleeping in), but it works just as well to say a happy early...
Cambridge Appoints Erik Smyer as Vice President, Infrastructure and Operations
Fairfield, Iowa-based Cambridge Investment Research has appointed former Onsemi IT leader Erik Smyer as Vice President, Infrastructure and Operations.
Smyer will lead the independent financial...
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