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DWN AI Index™ | Weekly Report

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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...

DWN | The Al & Ivy (AI) Podcast, Episode 14 – Understanding the PCE...

DWN's new podcast series with AI hosts, Al and Ivy, presents the most topical subject of the week and discusses it in an easy...

Strive’s Direct Indexing Now on Fidelity and Schwab

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Financial innovation is intersecting with technology in the investment management space: Strive Asset Management's latest announcement to bring its Direct Indexing, powered by Vestmark...

Navigating Direct Indexing: Unlocking the True Value of Separately Managed Accounts (SMAs)

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The concept of direct indexing has emerged as a promising avenue for portfolio solutions providers. However, debates surrounding the use of Separately Managed Accounts...

REAL CLEAR CRYPTO: Solana DEX Jupiter as an Institutional Token

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Every so often, a token surfaces that captures our collective attention, and today, that token is Solana’s decentralized exchange (DEX) aggregator, Jupiter.

WEALTHTECH INSIDER: More Than A Rolodex – How CRM Workflows Help Grow Relationships

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In an industry where personal relationships are the backbone of how advisors interact with many clients, the value of a CRM is central to the service provided by an advisor and their team. Forrester Research found that of companies who use a CRM, 74% of them report better customer relationships. You can draw your own conclusions, but the evidence supports that a good CRM plays a pivotal role in growth and building long lasting relationships with clients.

Direct Indexing: 2020’s Surge is Just the Beginning

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Direct or personalized index portfolios have been utilized by high net worth investors for over 20 years.

Top 5 VC Deals of the Week in AI (5/6/26)

This week we continue our series on the top 5 VC-funded deals in AI. This week our overall AI venture capital activity accelerated again from...

AI INTELLIGENCE | Weekly Top 10 (5/7/26)

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Artificial intelligence development accelerated sharply this week, as governments, regulators, defense agencies, and major technology firms pushed deeper into an increasingly competitive and politically...

Anthropic’s New Agents Take Aim at Financial Industry

The artificial intelligence arms race in financial services entered a new phase this week as Anthropic unveiled a suite of purpose-built AI agents designed...