DWN Publisher Notes
DWN Publisher Notes For 5/5/26
DWN Publisher Notes For 5/5/26
Greetings from Digital Wealth News™
May has allegedly arrived. At least in most of the country. Here in Bozeman, we’re still living in the bonus‑winter edition—chilly mornings, stubborn clouds, and flowers...
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THE TAYLOR REPORT
The Taylor Market Report (5/5/26)
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 5/8/26
Being a creator isn’t what it used to be.
While the upper echelons of the art world are usually reserved for people of unique vision and inspiration,...
AI EDUCATION: What Is Vibe Coding?
Each week we find a new topic for our readers to learn about in our AI Education column.
When you reach a certain level of...
Top 5 VC Deals of the Week in AI (5/6/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity accelerated again from...
Anthropic’s New Agents Take Aim at Financial Industry
The artificial intelligence arms race in financial services entered a new phase this week as Anthropic unveiled a suite of purpose-built AI agents designed...
THE LEAD | RECENT COMMENTARY
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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...
AI & Finance™ | News for the Week Ending 5/8/26
Being a creator isn’t what it used to be.
While the upper echelons of the art world are usually reserved for people of unique vision and inspiration,...
AI EDUCATION: What Is Vibe Coding?
Each week we find a new topic for our readers to learn about in our AI Education column.
When you reach a certain level of...
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