DWN Publisher Notes
DWN Publisher Notes For 5/6/25
Friends – major announcements from DWN! We're launching three new AI initiatives for the finserv space! WE ARE READY TO RUMBLE! Check out THE LEAD story below – there's something for every one of our readers. Join us in the AI revolution ... READ UP!
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THE TAYLOR REPORT
The Taylor Market Report (5/6/25)
There is no reason for the S&P500 index to be “up here” with the valuation it holds. Yet, here it is. I can make a better case for downside rather than upside, but neither is very compelling
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.
WEALTHTECH 3.0
WEALTHTECH 3.0: Uncertainty Isn’t the Enemy — It’s the Opportunity
While no one knows exactly where the market will land on any given day, one thing is certain: sales doesn’t wait for certainty. You don’t need a prediction model — you need a playbook.
FINTECH VIEWS
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...
FINTECH VIEWS: A Crypto Investment Platform That’s on Point and Onchain
The global cryptocurrency market is large and growing thanks to a loyal fan base, impressive, if volatile, performance and a financial services establishment that...
AI & FINANCE
AI & Finance™ | News for the Week Ending 5/2/25
Welcome to another AI & Finance headlines rundown, and we have a solid batch of artificial intelligence in financial services stories to cover for...
AI EDUCATION: What Is the Turing Test and Has AI Passed...
Each week we find a new topic for our readers to learn about in our AI Education column.
This week in AI Education we’re going to...
AI REGS & RISKS: The New AI Economic Models
By Greg Woolf, AI RegRisk Think Tank
Enterprises adopting AI are moving beyond “let’s-see-if-it-works” pilots into an Efficiency phase where every deployment must prove ROI—forcing fresh conversations...
Top 5 VC Deals of the Week in AI (5/2/25)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our announcements are led by three deals exceeding the...
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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...
The Taylor Market Report (5/6/25)
There is no reason for the S&P500 index to be “up here” with the valuation it holds. Yet, here it is. I can make a better case for downside rather than upside, but neither is very compelling
DWN Publisher Notes For 5/6/25
Friends – major announcements from DWN! We're launching three new AI initiatives for the finserv space! WE ARE READY TO RUMBLE! Check out THE LEAD story below – there's something for every one of our readers. Join us in the AI revolution ... READ UP!
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