DWN Publisher Notes For 8/13/25

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Greetings from Digital Wealth News™

Friends, AI tax research, advisor tech upgrades, and crypto policy shifts made for a busy week in fintech. Blue J’s $122M raise led a wave of VC deals, Broadridge and CAIS unveiled new wealth tools, and President Trump greenlit crypto in 401(k)s. Meanwhile, Coinbase launched a DEX, Wells Fargo embraced agentic AI, and private markets saw fresh capital flow into platforms like GeoWealth. And make sure to check out “THE LEAD | Forget Last Week, It’s This Week” from DWN CEO Bill Taylor this week – complete with references to Trump, Putin, Zelenskyy & Syndey Sweeney!

READ UP!| Cindy Taylor, Publisher

 

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NEWS | MARKETS

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THE LEAD | Forget Last Week, It’s This Week

Trump, Putin, Zelenskyy, and Sydney Sweeney share the week’s spotlight in a fast-moving mix of politics, tariffs, and pop culture

The Week in Digital Wealth (8/13/25)

Markets moved fast-AI task force from the SEC, FX expansion, Mid-X bond tech, Wells Fargo + Google Cloud agentic AI-and more

Advisor Tech Talk (Week of (8/13/25)

The end of SEO? AI summaries are killing publisher traffic-wealth managers must rethink marketing or risk losing visibility

Top 5 VC Deals of the Week in Fintech (8/13/25)

Bold fintech funding drove by AI-led platforms. From tax research to institutional wealth tech: Blue J led the wave with a $122M Series D

Decentralized Diaries for the Week of 8/13/25

Crypto adoption accelerates: blockchain-enabled 401(k)s, Coinbase DEX launch, mining chips, Chainlink reserves, Paxos-NYDFS settlement

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DWN AI Index™

DWN AI Index™ | Daily Report

The DWN AI Index™ is a new benchmark stock index of the artificial intelligence (AI) sector, comprised of a diversified group of stocks deriving a significant percentage of their revenue from AI applications, and is updated Monday-Friday. 
CLICK HERE FOR DAILY UPDATES

THOUGHT LEADERSHIP |  VIDEO INTERVIEW

The Taylor Market Report (8/12/25)

Counting the days until Labor Day and the official end of summer – and the beginning of football season. Time goes by fast. So far, the financial markets are in the “Golden Age of America.” Inflation is moderate, employment is solid, and rates may come down in September

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AI & FINANCE

This Week’s AI & Finance™ Coverage
Catch up on the latest in AI regulation, innovation, education & capital flow – all in one place:

• AI Regs & Risks: AI Is Independently Trading Stocks- and It’s Up
  Autonomous trading bots are now live in equities-real experiments, real gains. This shift questions who’s really in control of markets
  
• AI & Finance™ | News for the Week Ending 8/11/25
  The GIGO problem persists: flawed AI inputs still lead to flawed outcomes-bias and garbage bleed through financial systems.
  
  
• AI EDUCATION | What Is Multi-Modal AI?
  Multi-modal AI isn’t hype-it’s the ability to process and present ideas across text, image, audio, video, and real-world formats
  
  
• AI INTELLIGENCE | Weekly Top 10 (8/7/25)
  AI is in your daily life-from GPT-5 teasers to Meta’s $250M hire and AI-powered ticket pricing-this week went mainstream fast
  
  
• Top 5 VC Fundings of the Week in Fintech (8/8/25)
  Big-ticket AI funding rounds led the week-Observe $156M Series C, Motive $150M-and total deal flow remains strong

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AI-FOCUSED CONTENT PROGRAMS

Are you interested in promoting your corporate messaging to the audience of Digital Wealth News and AI & Finance? Each week our newsletters reach 600,000 highly influential finance professionals and our website reaches 250,000 monthly uniques who are interested in the latest news and thought leadership on artificial intelligence and digital wealth.

AI-FOCUSED MARKETING PROGRAMS

Our financial marketing team offers specific experience in artificial intelligence marketing and messaging for finserv companies! This messaging is different and more nuanced than traditional financial marketing, requiring an intimate understanding of AI/ML.

Expertise Includes: Content Creation | Social Media Management | Website Maintenance | SEO & Analytics | Email Marketing | Event Promotion | Video Marketng

CLICK HERE TO SCHEDULE TIME WITH THE PUBLISHER

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Read up and GET YOUR SMART ON about the future of digital wealth!!

Wishing you and yours a great week!!!

ABOUT DIGITAL WEALTH NEWS:

Our content creation and amplification platform includes insightful industry news & market commentary, meaningful partner content and executive profiles you won’t find elsewhere.

Special thanks to our Chief Technology Officer Michael Fabing and my partner (and husband) Bill Taylor on their efforts to keep this powerful media engine running smoothly.

Our editorial coverage takes a new view toward the fintech revolution as it has evolved and matured, featuring industry news, thought leadership, and the latest industry press.

Digital Wealth News ™ was Created with the Following Key Parameters:

• Daily Editorial & Weekly Newsletter pushing stories to Website – https://dwealth.news/ – and social media channels – including LinkedIn, Twitter & Facebook
• Weekly Newsletter emailed to proprietary database of RIAs, wealth managers, VCs, hedge funds, fintech professionals and organic sign-ups –plus- select names from Fintrx, Crunchbase and other key databases
• Light but authoritative editorial feel – non-technical – but informative. Digestible business read for those interested in, affected by, or involved in the new digital wealth economy;

Coverage of Digital Wealth Topics Including the Following Categories:

• Currencies & The New Token Economy
• Security Tokens, NFTs & the Metaverse
• Trading Technologies
• Digital Investing Platforms
• WealthTech & Robo-advisors
• Legal & Legislative Issues
• Fintech At Large & More

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