DWN Publisher Notes
DWN Publisher Notes For 6/4/25
Friends, at Digital Wealth News (DWN) and AI&Finance (AI&F), we’ve never waited for permission to innovate. We’ve led conversations others are just now discovering — in digital wealth, AI, wealthtech and the future of finance....
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THE TAYLOR REPORT
The Taylor Market Report (6/3/25)
This Friday brings the May NFP (Non Farm Payroll) report. Whatever number it is (+150K??), it won't matter much. Neither will other economic numbers scheduled for the month. So, what to do? It might just be a slow motion "melt up" all summer.
WEALTHTECH 3.0
WEALTHTECH 3.0: Forget the Transfer—Let’s Talk About the Build
The Class of 2025 is entering a noisier financial landscape than ever. They’ve grown up on Venmo, learned budgeting from YouTube, and are graduating into a world of high debt and even higher expectations.
DWN ROUNDTABLES
DWN ROUNDTABLES: Agentic AI – Great Expectations Amid Expected Apprehension
For RIAs of all sizes, how successful agentic AI is in building efficiencies and driving growth for stakeholders is where the rubber will meet the road.
FINTECH VIEWS
FINTECH VIEWS: SurgeONE.ai Puts “Humans-In-the-Loop” with Acquisition of MGL Consulting
SurgeONE.ai, Sid Yenamandra’s Agentic AI platform, announced the acquisition of MGL Consulting, a well-known industry compliance firm.
With this acquisition, Yenamandra partners with another industry...
FINTECH VIEWS | Reading the Room: Reddit, Reality and the LPL/Commonwealth...
The March 2025 acquisition of Commonwealth Financial Network by LPL Financial hit an immediate nerve in wealth management, an industry where consolidation is endemic:...
FINTECH VIEWS: Sycamore’s Mike Overdorf on Consolidation in Wealth Management
Amid the wealth management industry’s rapid consolidation, many firms are grappling with operational challenges that are growing more and more complex. While mergers and...
FINTECH VIEWS: TradingBlock Launches Online Learning Hub for Options Education
Chicago-based online broker TradingBlock has recently launched a growing library of educational resources for engaged investors and options-curious traders who want to learn how...
AI & FINANCE
THE LEAD | Microsoft Cracks Its Own Walled Garden
Publisher Note: Friends, this week we are pleased to offer content for THE LEAD from guest contributor Greg Woolf who regularly publishes content on...
AI & Finance™ | News for the Week Ending 5/30/25
We had a busy holiday week for AI—even with one-less business day to report on, we have a lot of headlines to get to,...
AI EDUCATION: What Is Big Data?
Each week we find a new topic for our readers to learn about in our AI Education column.
Today on AI education, we’re going to talk...
Top 5 VC Deals of the Week in AI (5/30/25)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our announcements are led by two deals exceeding the...
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The Taylor Market Report (6/3/25)
This Friday brings the May NFP (Non Farm Payroll) report. Whatever number it is (+150K??), it won't matter much. Neither will other economic numbers scheduled for the month. So, what to do? It might just be a slow motion "melt up" all summer.
DWN Publisher Notes For 6/4/25
Friends, at Digital Wealth News (DWN) and AI&Finance (AI&F), we’ve never waited for permission to innovate. We’ve led conversations others are just now discovering — in digital wealth, AI, wealthtech and the future of finance....
DWN AI Index™ | Daily 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...
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