DWN Publisher Notes For 12/1/25

47

Greetings from Digital Wealth News™

Friends – fintech, AI, and digital wealth pushed hard this week as yield models sparked debate, advisor platforms shipped fresh upgrades, and VC dollars chased payments and infra plays. Stablecoins shifted again, AI flagged circular trading risks. 

In The Lead, Bill Taylor dives into a controversial yield structure drawing comparisons to Ponzi mechanics, raising sharp questions about how far “financial engineering” can stretch before regulators step in. Advisor Tech Talk follows with platform improvements across proposal workflows, CRM integrations, and compliance automation — all aimed at tightening operational efficiency heading into 2026. And in The Week in Digital Wealth, trading-data alliances, UMA expansions, and digital identity upgrades show wealthtech infrastructure accelerating while firms refine client experience layers.

VC activity concentrated in payments rails, alternative credit, and settlement tech, with mid-sized fintech rounds dominating the week’s dealflow in Top 5 VC Deals in Fintech. DeFi’s stablecoin reshuffling continued, alongside new Layer-2 throughput battles and a push toward real-world-asset tokenization in Decentralized Diaries. And on the Al & Ivy AI Podcast, circular trading took center stage as Ivy broke down how synthetic volume forms, how AI detects it, and how false signals distort market perception.

READ UP!| Cindy Taylor, Publisher

 

 


NEWS | MARKETS

The Lead: A Ponzi or Brilliant Finance?

A disputed yield model raises Ponzi comparisons as advisors weigh innovation, risk, and looming regulatory pressure in this week’s Lead.

The Week in Digital Wealth – 12/2/25

Trading-data alliances, UMA expansion, payments upgrades, and digital ID enhancements drive wealthtech momentum in The Week in Digital Wealth.

Advisor Tech Talk – Week of 12/2/25

New CRM links, proposal tools, and compliance automation sharpen advisor workflows in this week’s Advisor Tech Talk.

Top 5 VC Deals in Fintech – 12/2/25

Payments infra, alt credit, and settlement tech dominate fintech funding, as detailed in this week’s VC roundup.

Decentralized Diaries – Week of 12/2/25

Stablecoin reshuffling, Layer-2 throughput races, and rising RWA momentum shape DeFi in Decentralized Diaries.


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 (11/25/25) (12/2/25 Report posting later)

Financial markets are winding down as the waiting game for the December 10 Fed meeting begins. Interest rates will either stay the same or ease by .25 bps. Very thin markets, so I’m staying neutral—except a tinge bullish on BITCOIN

The Al & Ivy AI Podcast

Al & Ivy unpack circular trading, synthetic volume, and how AI spots — or amplifies — manipulation in this week’s podcast episode.


AI & FINANCE 

Catch up on the latest in AI regulation, innovation, education & capital flow – all in one place:

AI & Finance News – Week Ending 11/28/25
This week’s AI & Finance News roundup tracks enterprise AI adoption, regulatory rumblings, new wealthtech integrations, and shifting capital flows as firms accelerate automation at scale. 

AI Regs & Risks – Will Google Crush OpenAI and Others?
Greg Woolf examines whether Google’s expanding AI infrastructure edge could squeeze competitors — and what it means for enterprise adoption, regulatory posture, and model access. 

AI Education – What Is BPO and What Does It Have to Do With AI?
This explainer breaks down the intersection of AI and business process outsourcing, showing how automation is reshaping service delivery, labor models, and global operations. 

Top 5 VC Deals in AI – 11/28/25
AI investment remained strong, with top deals focused on model optimization, enterprise infrastructure, and vertical AI applications gaining traction across finance and healthcare. 

AI Intelligence – Weekly Top 10 (11/27/25)
This week’s viral AI rundown covers breakthroughs in consumer AI, enterprise adoption trends, regulatory conflicts, and the cultural moments driving mass conversation. Read the full Top 10 here.


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.


AI-FOCUSED CONTENT PROGRAMS

Reach the future of finance.
Each week, Digital Wealth News and AI&Finance deliver your message directly to more than 600,000 influential finance professionals and over 250,000 monthly site visitors exploring the intersection of artificial intelligence and digital wealth.

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

Amplify your message with the only financial media team fluent in AI-era marketing.
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.

Core Capabilities:
Content Creation | Social Media Management | Website Maintenance | SEO & Analytics | Email Marketing | Event Promotion

CLICK HERE TO SCHEDULE TIME WITH THE PUBLISHER TO DISCUSS MARKETING YOUR FIRM ON DWN OR AI&FINANCE


Check out our homepage for other great content, or follow us at LinkedIn, Twitter & Facebook!

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.

Digital Wealth News ™ was Created with the Following Key Parameters:

  • Daily Editorial & Weekly Newsletter pushing stories to Website – https://dwealth.news/ – and social media channels – including LinkedIn, Twitter & Facebook
  • Weekly Newsletter emailed to proprietary database of RIAs, wealth managers, VCs, hedge funds, fintech professionals and organic sign-ups –plus- select names from Fintrx, Crunchbase and other key databases
  • Light but authoritative editorial feel – non-technical – but informative. Digestible business read for those interested in, affected by, or involved in the new digital wealth economy;

Coverage of Digital Wealth Topics Including the Following Categories:

  • Currencies & The New Token Economy
  • Security Tokens, NFTs & the Metaverse
  • Trading Technologies
  • Digital Investing Platforms
  • WealthTech & Robo-advisors
  • Legal & Legislative Issues
  • Fintech At Large & More

Sign up for our free newsletter, reach out to me on Linkedin, Twitter or Facebook and thanks for stopping by!!