DWN Publisher Notes
DWN Publisher Notes For 4/28/26
DWN Publisher Notes For 4/28/26
Greetings from Digital Wealth News™
Counting down the last few days of April and very ready for May. That’s when Spring is supposed to show up in full, right? Here in...
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THE TAYLOR REPORT
The Taylor Market Report (4/28/26)
By Bill Taylor, CEO / Digital Wealth News and AI & Finance
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
Organic Growth Is Coming Out from Under M&A’s Shadow
FMG’s Mark Casady on how advisors can optimize results
If you wait long enough, old styles come back in vogue. In wealth management, while organic...
Talking Technology for Mid-Sized Firms with Trilogy Financial
The evolution of the wealth management industry is being driven by factors ranging from rapid firm consolidation and shifting demographics to elevated client expectations...
FINTECH VIEWS: How Tech Stacks Can Encourage Bank-Based Advisors to Go...
Across major cities from coast to coast, there’s a rising wave of bank-based financial advisors exploring independence. With decades of experience under their belt,...
DWN Roundtable: Technology’s Role in the RIA Valuation Equation
Within the RIA industry, buyer demand remains robust, with 2025 M&A already exceeding all of 2024’s record pace. Today’s RIA valuations remain healthy, while...
AI & FINANCE
AI & Finance™ | News for the Week Ending 5/1/26
Here we are, in another week with plenty of AI bubble talk.
Then again, there’s plenty of real AI news going on to assure us...
AI EDUCATION: What Is a Data Warehouse?
Each week we find a new topic for our readers to learn about in our AI Education column.
Data is the digital stuff of business,...
Top 5 VC Deals of the Week in AI (4/29/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our AI venture capital activity accelerated again from prior...
As AI Models Surpass Doctors, Should Financial Professionals Worry?
The idea that artificial intelligence could rival — or even surpass — human physicians in diagnosing illness has moved from speculative to demonstrable in...
THE LEAD | RECENT COMMENTARY
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AI & Finance™ | News for the Week Ending 5/1/26
Here we are, in another week with plenty of AI bubble talk.
Then again, there’s plenty of real AI news going on to assure us...
AI EDUCATION: What Is a Data Warehouse?
Each week we find a new topic for our readers to learn about in our AI Education column.
Data is the digital stuff of business,...
Top 5 VC Deals of the Week in AI (4/29/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our AI venture capital activity accelerated again from prior...
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