Greetings from Digital Wealth News™
Friends – The Big Sky AI Forum is finally here this week, Oct 7-8 in Bozeman! I’m beyond excited to welcome top minds in AI, fintech, and wealthtech under the Big Sky.
A special shout-out to our Presenting Sponsor, Envestnet, whose leadership in AI innovation and commitment to advancing the wealth management ecosystem have been instrumental in making this event possible. We’re also deeply grateful to our supporting sponsors — Jump.ai, Docupace, Tuttle Capital, VastAdvisor.ai, Mature AI, and FMG — for joining us in driving the conversation on how AI is transforming wealth, investing, and client engagement.
Moving on – this week’s Advisor Tech Talk spotlights major platform moves — with Fidelity testing AI agents to streamline advisor workflows, Schwab enhancing CRM integrations, Betterment rolling out fresh robo-advisor tools, and both Orion and Envestnet debuting new API capabilities for smoother data sharing. It’s a strong signal that advisor tech is racing toward full AI-enabled interoperability.
Meanwhile, The Week in Digital Wealth explores the fast-shifting competitive landscape as fintech and wealth firms double down on client experience and digital growth. The Top 5 VC Deals in Fintech reveal big money still flowing into AI-driven finance — including major rounds for risk analytics, embedded wealth platforms, and next-gen payment rails — while Decentralized Diaries tracks this week’s crypto market volatility, stablecoin news, and Web3 regulatory chatter shaping the digital asset frontier.
READ UP!| Cindy Taylor, Publisher
The Big Sky AI Forum is happening this week in Bozeman!
We’re thrilled to welcome Envestnet, Jump.ai, Docupace, Tuttle Capital, VastAdvisor, Mature AI & FMG as our sponsors and speakers — each showcasing how AI is transforming wealth, investing, and client engagement.
Couldn’t join us in person? Stay tuned — we’ll be publishing exclusive whitepapers from each exhibitor in the coming weeks, highlighting their top insights and innovations shared at the Forum.
NEWS | MARKETS
AI REGS & RISKS | Regulators Don’t Want You Using Cloud-Based GenAI Yet
The Week in Digital Wealth (10/8/25)
Advisor Tech Talk (Week of (10/1/25)
Top 5 VC Fundings of the Week in Fintech (10/8/25)
Decentralized Diaries for the Week of 10/8/25
DWN AI Index™
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 (9/30/25)
AI & FINANCE |
Catch up on the latest in AI regulation, innovation, education & capital flow – all in one place:
- AI & Finance™ | News for the Week Ending 10/3/25
This week’s AI & Finance column covers AI sector news from Broadridge, Visa, Fiserv, Tipalti, Bank of America, Arch & more - AI EDUCATION: What Is Embodied AI?
Explore how embodied AI – intelligence embedded in physical systems that learn via interaction – is transforming robotics, environments and smart machines - AI INTELLIGENCE | Weekly Top 10 (10/3/25)
Top 10 viral AI stories this week: $500B Stargate data centers, Nvidia’s $100B bet, Citi’s AI agents, Alibaba’s surge, and more - Top 5 VC Fundings of the Week in AI (10/3/25)
Top VC moves in AI: five deals each above $100M this week – including two $1.1B raises by Cerebras and Nscale – spotlighting momentum in AI infrastructure
AI-FOCUSED CONTENT PROGRAMS
AI-FOCUSED MARKETING PROGRAMS
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Read up and GET YOUR SMART ON about the future of digital wealth!!
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.
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Coverage of Digital Wealth Topics Including the Following Categories:
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- Trading Technologies
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- WealthTech & Robo-advisors
- Legal & Legislative Issues
- Fintech At Large & More
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