DWN Publisher Notes
DWN Publisher Notes For 3/12/25
Greetings from Digital Wealth News™
Friends, the Taylor household is out of town this week for family business (more details on that another time) but we still managed to get another STELLAR...
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THE TAYLOR REPORT
The Taylor Market Report (3/11/25)
By Bill Taylor, CEO / Digital Wealth News and AI & Finance
DWN ROUNDTABLES
DWN ROUNDTABLES: Securing Cyberspace – How Advisory Firms Can Combat Vulnerabilities
Executives tasked with ensuring their firms are operating within a safe and compliant environment have a unique perspective on how to assess and address the challenges associated with evolving cyber threats.
WEALTHTECH 3.0
WEALTHTECH 3.0: Beyond the Status Quo – The Power of Relationships and Trust in...
For decades, discussions about progress in business have centered on metrics—diversity targets, funding gaps, and hiring numbers. But what if we’ve been measuring success the wrong way?
FINTECH VIEWS
FINTECH VIEWS: Docupace Acquires Hubly, a No-Code Workflow Platform
Docupace, the back-office solutions provider and parent company of PreciseFP, is expanding with the acquisition of Hubly, a Vancouver-based workflow management platform designed for...
FINTECH VIEWS: A Crypto Investment Platform That’s on Point and Onchain
The global cryptocurrency market is large and growing thanks to a loyal fan base, impressive, if volatile, performance and a financial services establishment that...
FINTECH VIEWS: How BDs Can Unlock the Potential of Compensation Data
By Mike Overdorf, President and Founder, The Sycamore Company
Compensation data is a critical but often underutilized asset among broker-dealers. Effectively leveraging compensation data –...
FINTECH VIEWS: Wallets and Wealth Management – The New Frontier
By Eric Noll, CEO, FusionIQ
Digital wallets have fundamentally changed how consumers interact with financial services, merging the simplicity and accessibility of digital payments with...
AI & FINANCE
AI & Finance™ | News for the Week Ending 3/14/25
It was a huge week in financial artificial intelligence, particularly in AI-oriented wealthtech, and we have the headlines to prove it.
Not to sound like...
AI EDUCATION: What Is Generative UI?
Each week we find a new topic for our readers to learn about in our AI Education column.
Welcome to another AI Education, this week, we’re...
AI REGS & RISKS: Self-Regulating AI
By Greg Woolf, AI RegRisk Think Tank
The current urgency to surpass China in the ongoing AI arms race has shifted regulatory conversations to the...
Top 5 VC Deals of the Week in AI (3/14/25)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our announcements are led by six deals exceeding the...
THE LEAD | RECENT COMMENTARY
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Advisor Tech Talk (Week of 3/17/25)
Well, it happened again, and it’s becoming difficult not to see this as a pattern—just from an eyeballs perspective, wealthtech news...
The Week in Digital Wealth (3/17/25)
The government debt issue did little to slow the pace of industry progress. User-friendly deployments continued to rule, with partnerships taking creativity to another...
Decentralized Diaries for the Week of 3/17/25
'Adoption' was last Week's buzzword, with the crypto industry making significant strides.
We may soon see enhanced integrations. One day, no one will be...
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