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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 (8/5/26)
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 prior...
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...
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 8/7/26
Another week, another new era.
Stop us if you’ve heard something like this before: we’ve entered a new phase in artificial intelligence.
It seems like we’re always entering new phases.
Welcome to AI...
AI EDUCATION: What Is Frontier AI?
Each week we find a new topic for our readers to learn about in our AI Education column.
Move over Davy Crockett.
In fact, move over wild frontier,...
Top 5 VC Deals of the Week in AI (8/5/26)
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 prior...
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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AI & Finance™ | News for the Week Ending 8/7/26
Another week, another new era.
Stop us if you’ve heard something like this before: we’ve entered a new phase in artificial intelligence.
It seems like we’re always entering new phases.
Welcome to AI...
AI EDUCATION: What Is Frontier AI?
Each week we find a new topic for our readers to learn about in our AI Education column.
Move over Davy Crockett.
In fact, move over wild frontier,...
Top 5 VC Deals of the Week in AI (8/5/26)
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 prior...
Stephen Langlois, Who Led Fidelity’s eMoney Acquisition, Joins Haven Tower Advisory Board
Former Kestra executive brings platform leadership and advisor technology experience as the communications firm approaches its 15th anniversary.
The executive who led Fidelity's acquisition of...
Could One Supreme Court Decision Democratize America’s Financial System?
How Barry v. SEC could provide the legal certainty needed to foster innovation, accelerate capital formation, and ensure that all Americans have equal access...
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