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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 (10/7/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity maintained its momentum...
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...
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 10/9/26
We're an early bird—not just because we rise before 5 a.m. each morning, but because we try to be in our spot at least...
AI EDUCATION: What Is an AI Token?
Each week we find a new topic for our readers to learn about in our AI Education column.
“You photograph something and then the photograph...
Top 5 VC Deals of the Week in AI (10/7/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity maintained its momentum...
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,...
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AI & Finance™ | News for the Week Ending 10/9/26
We're an early bird—not just because we rise before 5 a.m. each morning, but because we try to be in our spot at least...
AI EDUCATION: What Is an AI Token?
Each week we find a new topic for our readers to learn about in our AI Education column.
“You photograph something and then the photograph...
Top 5 VC Deals of the Week in AI (10/7/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity maintained its momentum...
Michael Biggs Joins Osaic from Equitable Advisors with $245 Million in Client Assets
Clarksville, Tennessee-based veteran advisor joins Osaic to pursue greater independence and enhance the client experience.
SCOTTSDALE, AZ – October 7, 2026 –Osaic, one of the...
What the New Tax Law Changed — And How Advisors Should Review Private Deals...
By Michael S. Seltzer CLU, ChFC, Verite Planning Solutions
Most weeks my inbox looks like a catalog I never ordered. A solar partnership with a...
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