DWN Publisher Notes
DWN Publisher Notes For 5/13/25
Friends – it was the best of markets, it was the worst of markets. THE LEAD this week is a must read. As always, it's not political, but it IS poignant. Meanwhile, major fundings are back in the Top 5 VC column and we learn that Steak-n-Shake is about to accept bitcoin in Defi Diaries! Love it! Marketing moving news awaits you right here at DWN! READ UP!
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THE TAYLOR REPORT
The Taylor Market Report (5/13/25)
Don't look now but BITCOIN is about to take out the all time highs ($109K or so). When it does it's gonna run. $135K-$145K. Bullish and ready.
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 | 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 5/16/25
Welcome to another active week of AI in financial services headlines, by the way, we do have a lot to get to, but since...
AI EDUCATION: What Is AI Observability?
Each week we find a new topic for our readers to learn about in our AI Education column.
Today on AI Education we’re going to tackle...
AI REGS & RISKS: The Future of AI in Wealth—According to...
By Greg Woolf, AI RegRisk Think Tank
Conversation with a Wealth Industry Leader
Last week I sat down with Mark Casady—former Chairman & CEO of LPL Financial,...
Top 5 VC Deals of the Week in AI (5/16/25)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our announcements are led by one deal exceeding the...
THE LEAD | RECENT COMMENTARY
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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...
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...
AI EDUCATION: What Is AI Observability?
Each week we find a new topic for our readers to learn about in our AI Education column.
Today on AI Education we’re going to tackle...
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