Industry Briefs
INDUSTRY BRIEF | This AI App Wants to Replace Advisors. Will It?
Bill Harris has spent much of his career trying to move financial services onto new technological rails. He ran Intuit and PayPal, founded Personal Capital and, more recently, created registered investment adviser Evergreen Wealth....
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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 (9/30/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity accelerated from recent...
Top 5 VC Deals of the Week in AI (9/23/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity maintained most of...
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 10/2/26
We have a fun job, folks. Technology is a blast to write about on its own, as there's always something new or provocative happening,...
AI EDUCATION: What Is a Chief Data Officer?
Each week we find a new topic for our readers to learn about in our AI Education column.
Many businesses can be oaks. It's much...
Top 5 VC Deals of the Week in AI (9/30/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity accelerated from recent...
AI INTELLIGENCE | Weekly Top 10 (10/1/26)
Artificial intelligence’s latest news cycle was dominated by an increasingly consequential tension: AI systems are becoming more autonomous and capable at the same time...
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AI & Finance™ | News for the Week Ending 10/2/26
We have a fun job, folks. Technology is a blast to write about on its own, as there's always something new or provocative happening,...
AI EDUCATION: What Is a Chief Data Officer?
Each week we find a new topic for our readers to learn about in our AI Education column.
Many businesses can be oaks. It's much...
Top 5 VC Deals of the Week in AI (9/30/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity accelerated from recent...
AI INTELLIGENCE | Weekly Top 10 (10/1/26)
Artificial intelligence’s latest news cycle was dominated by an increasingly consequential tension: AI systems are becoming more autonomous and capable at the same time...
LOOKING BACK | The More Ubiquitous AI Is, the Less We Seem to Like...
Yes, friends, we found another AI-related paradox.
Artificial intelligence has a strange popularity problem. People are using it at a remarkable pace, businesses are weaving...
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