DWN Publisher Notes
DWN Publisher Notes For 5/27/25
Friends – as I wrrote this opener on Memorial Day, I couldnt help but feel emotional remembering my brother, Randall Boomgarden (1948-2021) who served in the USAF at Bitberg Air Base in the 1960s. Meanwhile, check out THE LEAD this week - one of Bill Taylor's best thought leadership pieces EVER ... READ UP!
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THE TAYLOR REPORT
The Taylor Market Report (5/27/25)
Waiting for Fed interest rate decisions, employment numbers and economic numbers is so passe' and meaningless. Its all about the TARIFFS. Ukraine/Russia war? Nope, TARIFFS.
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 | 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...
FINTECH VIEWS: Docupace Acquires Hubly, a No-Code Workflow Platform
Docupace, the back-office solutions provider and parent company of PreciseFP, is expanding with the acquisition of Hubly, a Vancouver-based workflow management platform designed for...
AI & FINANCE
AI & Finance™ | News for the Week Ending 5/23/25
Boy, AI is moving fast, almost faster than one editor can keep up with, but we’ll do our best. Welcome to another week in...
AI EDUCATION: What Is an AI Hyperscaler?
Each week we find a new topic for our readers to learn about in our AI Education column.
Yes, it’s another weekly edition of AI Education...
Top 5 VC Deals of the Week in AI (5/23/25)
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...
AI & Finance™ | News for the Week Ending 5/16/25
Welcome to another active week of AI in financial services headlines, by the way, we do have a lot to get to, but since...
THE LEAD | RECENT COMMENTARY
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The Taylor Market Report (5/27/25)
Waiting for Fed interest rate decisions, employment numbers and economic numbers is so passe' and meaningless. Its all about the TARIFFS. Ukraine/Russia war? Nope, TARIFFS.
The Al & Ivy (AI) Podcast, Episode 29 – Examining the “One, Big, Beautiful”...
DWN's innovative podcast series with AI hosts, Al and Ivy, presents the most topical subject of the week and discusses it in an easy...
DWN Publisher Notes For 5/27/25
Friends – as I wrrote this opener on Memorial Day, I couldnt help but feel emotional remembering my brother, Randall Boomgarden (1948-2021) who served in the USAF at Bitberg Air Base in the 1960s. Meanwhile, check out THE LEAD this week - one of Bill Taylor's best thought leadership pieces EVER ... READ UP!
cv
