Greetings from Digital Wealth News™
FRIENDS – fintech, AI, and digital wealth surged again this week as advisor tech sharpened workflows, wealth platforms expanded data and planning tools, VC dollars chased payments and credit innovation, and crypto realigned around stablecoins and state-level policy shifts.
Advisor Tech Talk centered on FNZ’s new industry survey showing 73% of financial executives already deploying AI across advisory workflows, alongside the CFP Board’s four-scenario framework for AI’s evolution in wealth management. In The Week in Digital Wealth, Wealthfront’s $2B+ IPO filing took top billing, joined by IMTC’s Series A expansion of fixed-income SMA automation and Alinia’s seed round to build AI guardrails for banks. On the digital-asset front, Bitnomial secured CFTC approval to launch regulated U.S. spot-crypto trading, while Digital Asset raised $50M to scale the Canton Network and OpenEden advanced tokenized Treasuries adoption.
VC activity concentrated on AI-powered and cross-border finance platforms, led by Flex’s $60M Series B for mid-market operating infrastructure, Sokin’s $50M raise to expand global embedded payments, and Nevis’s $35M round to automate wealth-manager workflows. Asseta AI and other early-stage entrants added new intelligence layers for family offices and SMB finance. Decentralized Diaries tracked Europe’s new bank-led euro stablecoin consortium, global bank pilot programs, and Vanguard’s reversal on crypto ETF access — while the Al & Ivy Podcast unpacked the Cato Institute’s critique of Trump-era state capitalism, exploring how subsidies, tariffs, and political allocation of capital reshape markets, innovation, and long-term competitiveness.
READ UP!| Cindy Taylor, Publisher
NEWS | MARKETS
THE LEAD: New? Old? Does it Matter?
Bill Taylor breaks down the Fed’s final meeting, tariff fallout, and surprise Hollywood deal drama in this week’s “The Lead”.
The Week in Digital Wealth – 12/9/25
Wealthfront’s IPO, IMTC’s expansion, AI guardrails, Bitnomial spot trading, and new tokenization rails mark a pivotal week in digital wealth.
Advisor Tech Talk – Week of 12/9/25
AI dominates wealthtech as FNZ data, CFP Board scenarios, and new tools across tax, TAMPs, alts, and crypto reshape advisor workflows.
Top 5 VC Deals in Fintech – 12/9/25
Flex, Sokin, Nevis, and Asseta AI lead disciplined fintech investment focused on AI automation, payments scale, and advisor workflow tools.
Decentralized Diaries – Week of 12/9/25
Stablecoin regulation accelerates as banks launch pilots, Vanguard opens crypto ETFs, and BTC steadies near $89K amid macro shifts.
DWN AI Index™
DWN AI Index™ | Daily Report (no updates for week of 11/3/25)
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 (12/9/25) (posting after 2:30pm MT)
Bill Taylor breaks down the Fed’s upcoming move, the idea of a “hawkish ease,” and why Bitcoin could be ready to surge.
The Al & Ivy (AI) Podcast, Ep. 56 | Trump’s State Capitalism and Economic Interventionism
Al & Ivy dissect Cato’s critique of Trump’s state capitalism, exploring how subsidies and political capital flows shape markets and innovation.
AI & FINANCE
Catch up on the latest in AI regulation, innovation, education & capital flow – all in one place:
AI & Finance News – Week Ending 12/5/25
This week’s AI & Finance column covers AI sector news from TruTrade, Prudential Advisors, S&P Global, Options Technology, Practifi, BlackRock & more
AI Intelligence – Weekly Top 10 (12/5/25)
AI drives record holiday spending as data centers overheat, China shifts training offshore, and OpenAI launches a “code red” quality push
AI-FOCUSED INITIATIVES
AI & WealthTech Directory
Position your firm where innovation meets influence.
The AI & WealthTech Directory is a curated showcase of companies transforming financial services through artificial intelligence — connecting AI innovators with financial advisors, fintech executives, and institutional decision-makers.
Each annual placement includes an editorial feature, SEO optimization, newsletter integration, and a complimentary AI Spotlight video interview with Publisher Cindy Taylor — reaching over 600,000 finance professionals weekly and 250,000 monthly website visitors across Digital Wealth News and AI&Finance.
AI in Wealth Management Directory
Celebrating the advisors leading intelligent transformation.
The AI in Wealth Management Directory highlights RIAs, family offices, and wealth management firms integrating AI into client engagement, investment strategy, operations, and compliance.
Each feature includes a professionally written editorial profile, leadership quote, and optional AI Vision video interview — designed to attract clients, recruits, and peers who value modern, technology-empowered advice.
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Our editorial and sponsored programs help your brand share authentic thought leadership with the decision-makers shaping tomorrow’s intelligent financial ecosystem.
AI-FOCUSED MARKETING PROGRAMS
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Our marketing division brings deep expertise in AI and machine-learning narratives, crafting campaigns that translate complex technology into compelling, compliant stories that drive engagement and growth.
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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:
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Coverage of Digital Wealth Topics Including the Following Categories:
- Currencies & The New Token Economy
- Security Tokens, NFTs & the Metaverse
- Trading Technologies
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- Legal & Legislative Issues
- Fintech At Large & More
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