DWN Publisher Notes For 8/27/25

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Greetings from Digital Wealth News™

Friends, this week markets turned bearish, regulators got busy, AI reshaped advisor tech, fintech funding shifted global, and crypto kept evolving.

Beyond the headlines, The Taylor Report flagged a pivotal downturn with Bitcoin leading risk assets lower, while the Fed pivoted its focus from inflation to jobs. In wealthtech, FNZ, Nitrogen, Orion, and Envestnet rolled out fresh AI-driven platforms and integrations, underscoring the sector’s rapid transformation. Fintech capital flows slowed in the U.S. but surged overseas with major rounds in Turkey, India, and Australia, while decentralized finance pressed forward with new tools and infrastructure. Advisor discussions turned to wealth transfer myths, highlighting changing client values, while state-level innovation saw Wyoming debut America’s first stablecoin.

Meanwhile, Big Sky AI Forum momentum builds with a spotlight on Tuttle Capital’s AI roadmap, and Al & Ivy zoomed out on the history of Labor Day, tracing its activist roots to modern-day traditions. Across the board, innovation and turbulence remain intertwined — a true turning point week.

READ UP!| Cindy Taylor, Publisher

 

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The Big Sky AI Forum | Oct 7-8 | Bozeman, MT

Autumn in Bozeman sets the stage as top voices from Envestnet, Jump.ai, Docupace, Tuttle Capital, VastAdvisor, and FMG share how AI is reshaping wealth, investing, and client engagement.

Seats are nearly gone – Labor Day rate available through Sept 1!

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NEWS | MARKETS

THE LEAD: A Turning Point

One week it’s peace in Ukraine, the next it’s missiles. The Fed pivots from inflation to jobs, and even Cracker Barrel can’t sit still

The Week in Digital Wealth (8/27/25)

SEC debuts data page, OptionMetrics adds intraday, TRM fights fraud, Avalara goes AI, Wyoming launches first state stablecoin

Advisor Tech Talk (Week of (8/27/25)

Wealth transfer myths challenged as FNZ, Nitrogen, Orion, Envestnet, and more roll out new AI tools, exec moves, and integrations

Top 5 VC Deals of the Week in Fintech (8/27/25)

Midas raises $80M, Kiwi secures $24M, while U.S. fintech slows-Turkey, India, and Australia drive global capital momentum

Decentralized Diaries for the Week of 8/27/25

OCC shuts Anchorage order, Bullish IPO with stables, Fed eases defi fears, SoFi taps Lightning, Polkadot eyes Wall Street

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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 

The Taylor Market Report (8/26/25)

Last week was a turning point. The Dow hit a new high, but employment is souring and any rate cuts now signal weak growth. Bitcoin is the canary in the coal mine. It will lead the markets down hard. Get hedged, get short, lower risk, and be careful

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AI & FINANCE | INDUSTRY BRIEFS

• Docupace’s AI Play: Digital Teammates to Fix Wealth Management’s $50 Billion Problem
  Docupace unveils agentic AI for advisors, aiming to cut 80% of manual work, speed processing 85%, and slash compliance errors

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

• AI & Finance™ | News for the Week Ending 8/22/25
  This week’s AI & Finance column covers AI sector news from Guidewire, Options Technology, Upstart, FNZ, Cambridge, AlphaSense & more
  
  
• AI EDUCATION: What Is AI Infrastructure?
  AI Education dives into AI infrastructure-the hardware, software, and scale needed to build the future’s digital skyscrapers
  
  
• AI INTELLIGENCE | Weekly Top 10 (8/14/25)
  OpenAI eyes $500B valuation, Nvidia slips on AI bubble fears, and GPT-5’s warmer tone sparks backlash over efficiency
  
  
• Top 5 VC Deals of the Week in AI (8/15/25)
  Celestial AI raises $255M, EliseAI $250M, with Titan, IVIX, and Medallion rounding out this week’s top 5 AI venture deals

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Wishing you and yours a great week!!!

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