DWN Publisher Notes For 2/5/25

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Friends, this week Bill Taylor discusses the ongoing confusion in financial markets while the advisortech sector continues on a roll and the fallout of DeepSeek continues.  We also want to send our condolences to the friends and family of Patrick Mahoney, CEO of FPA, who we lost late last week after a long battle with cancer..READ UP!

DWN Publisher Notes For 1/29/25

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Friends, this week Bill Taylor discusses clarity in the markets that is emerging post election in THE LEAD.  Meanwhile, a big week in the wealthtech sector and Chris Robbins has it all covered for you in Advisor Tech Talk...READ UP!
zCindy-New

DWN Publisher Notes For 1/22/25

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Friends, it's a new day with a new president and now we see how the new economy unfolds.  Meanwhile, the technology sector remains front and center (as it was at the inauguration with that memorable image of Bezos, Zuckerberg and Musk all sititng together).  DWN remains THE SOURCE for the tech innovation in finance...READ UP!
zCindy-New

DWN Publisher Notes For 1/15/25

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Friends, the past week has changed our nation forever and I don't think we'll ever be the same again, nor should we.  And yet, in the midst of the chaos and devastation in our beloved Los Angeles, the digital wealth industry had another huge and impactful week, and it's all detailed below...READ UP!
zCindy-New

DWN Publisher Notes For 1/7/25

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Friends, pure chaos here as our CEO ended up in the ICU with pneumonia earlier this week. Meanwhile, the show much go on and we have more great original content and news from our world-class editorial team for our readers this week...READ UP!
zCindy-New

DWN Publisher Notes For 12/31/24

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Friends, We hope you all had a great holiday season and are queued up for an amazing 2025!  This week we continue our retrospectives of 2024 with another nod at the trends we'll see in the New Year. READ UP & HAPPY NEW YEAR TO YOU AND YOURS!!
zCindy-New

DWN Publisher Notes For 12/24/24

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Friends - WOW - what great content our team has come up with for you both holiday weeks, with retrospectives of the year behind us and a look at what 2025 will bring.  READ UP & HAPPY HOLIDAYS!!
zCindy-New

DWN Publisher Notes For 12/17/24

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Friends, when a bright-eyed journalism student with a passion for AI approaches you and asks to write an op-ed on Tesla's new AI-powered Optimus robot, how could you possibly say no? Make sure to check out our lead article below from our intern here at DWN, and Penn State journalism student Nicole Nieves, plus our topical weekly news. READ UP!
zCindy-New

DWN Publisher Notes For 12/10/24

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Friends, December used to be a slow news month, but that trend seems obsolete in 2024.  We have major industry news (again) for you this week, all synopsized below, plus a wish list for Santa of new wealthtech in 2025. READ UP!!
zCindy-New

DWN Publisher Notes For 12/3/24

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Friends, and just like that, we're now into December - and along with that comes Small Business Saturday, Cyber Monday, GIving Tuesday - and oh yeah - there's that Hanukkah and Christmas thing, too. Meanwhile, this week we have a timely read from industry giant Joe Mrak on how to establish a charitable practice for HNW families with technology - perfect timing for the holidays.