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 (7/14/26)
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 7/17/26
We used to say the news just writes itself because there was a lot of stuff going on that was instantly interesting to readers,...
AI EDUCATION: What Is Snowflake?
Each week we find a new topic for our readers to learn about in our AI Education column.
A few weeks ago we pointed out how much...
Top 5 VC Deals of the Week in AI (7/15/26)
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 of...
LOOKING BACK | What Are Policymakers Doing About Financial AI?
AI has come a long way, baby.
In a very short amount of time, too.
And it’s not just the technology that we’re talking about, but the regulatory discussions around artificial intelligence in...
THE LEAD | RECENT COMMENTARY
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Advisor Tech Talk (Week of 7/20/26)
It’s always nice when financial advisor technology surprises us—and it certainly didso this week.
See, we’re in what we consider the mid-summer news doldrums, and...
The Lead: One Day You’re In, One Day You’re Out.
It feels like the perfect moment to take a quick stroll down Recent Memory Lane — that magical place where things that were very...
DWN AI Index™ | Weekly Report
The DWN AI Index™ is a new benchmark stock index of the artificial intelligence (AI) sector.
The index is comprised of a diversified group of...
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