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The Lead

THE LEAD | Whew! Bailed Out?

Bill Taylor - May 20, 2025

Top 5 VC Deals | Fintech

Top 5 VC Deals of the Week in Fintech (5/19/25)

Advisor Tech Talk

Advisor Tech Talk (Week of 5/19/25)

Week in Digital Wealth

The Week in Digital Wealth (5/19/25)

Decentralized Diaries

Decentralized Diaries for the Week of 5/19/25

DWN Publisher Notes

DWN Publisher Notes For 5/20/25

DWN Publisher Notes Cindy Taylor - May 20, 2025 0

Friends – back from a VERY fun and much-needed LA birthday getaway! Now we're back with a fresh newsletter. On the flight home, somewhere in the clouds Bill Taylor found inspiration for this week's "THE LEAD." Don’t miss it, plus our interview with Mark Casady and the latest industry news all right here...READ UP!

The al & ivy (ai) podcast

DWN | The Al & Ivy (AI) Podcast, Episode 28 – Understanding Credit Ratings and Key Agencies

The Al & Ivy (AI) Podcast Bill Taylor - May 20, 2025 0

DWN | The Al & Ivy (AI) Podcast, Episode 27 – Stablecoin Wars & The Future of Money

The Al & Ivy (AI) Podcast Bill Taylor - May 13, 2025 0

DWN | The Al & Ivy (AI) Podcast, Episode 26 – Young Warren Buffett and Cigar Butt Investing

The Al & Ivy (AI) Podcast Bill Taylor - May 6, 2025 0

DWN AI Index™ | Daily Report

DWN AI Index Bill Taylor - May 23, 2025 0

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 stocks deriving a significant percentage of their revenue from AI applications. The index was developed by media firm Digital Wealth News (DWN) which specializes in the digital wealth and digital asset sector. It includes 10 unweighted stocks selected as indicators in the artificial intelligence...

THE TAYLOR REPORT

The Taylor Market Report (5/20/25)

Taylor Report Bill Taylor - May 20, 2025 0

The evening sky is rosy red and beautiful. But that color is caused by a forest fire burning ever larger. Check your risk tolerance.

DWN ROUNDTABLES

DWN ROUNDTABLES: Agentic AI – Great Expectations Amid Expected Apprehension

DWN Roundtables DWN Staff - April 8, 2025 0

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

Wealthtech 3.0 Guest Contributor - April 14, 2025 0

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

FINTECH VIEWS | Reading the Room: Reddit, Reality and the LPL/Commonwealth...

DWN Staff - May 12, 2025 0

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

FINTECH VIEWS: Sycamore’s Mike Overdorf on Consolidation in Wealth Management

DWN Staff - April 29, 2025 0

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

FINTECH VIEWS: TradingBlock Launches Online Learning Hub for Options Education

DWN Staff - April 7, 2025 0

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

FINTECH VIEWS: Docupace Acquires Hubly, a No-Code Workflow Platform

Guest Contributor - March 12, 2025 0

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...