Publisher Notes For 6/2/21
Friends, today we're launching another new column - Real Clear Crypto - where our readers will be able to learn more about cryptocurrencies and blockchain technology. We also have a new term for you to check out - FUD - in Bill Taylor's post on Jamie Dimon and bitcoin, plus our other great weekly columns - filled with the latest industry news for you! Read up!
Publisher Notes For 8/24/22
Friends, here we go back at it this week with a look at the real metrics clients should use to measure financial success, how crypto education is crucial for advisors right now and an important op-ed on an op-ed (yes you read that right) that you won't want to miss. READ UP!
Publisher Notes For 6/28/22
Friends, well THAT was a week. We continue to strive to report THE NEWS in the digital wealth sector, and (thankfully) choose to refrain from weighing in on current politics. To that end, we've got another PHENOM newsletter for you, filled with important info you can use in your daily financial practice. READ UP!
Publisher Notes For 2/22/22
This week we celebrate our 50th DWealth Muse podcast with Dara Albright and guest Jahon Jamali of Sarson Funds, we take a look at the rise of the "Instividual" in our new markets history series and delve into current geopolitical influences on fintech. Another week of fascinating posts! Read up! | Cindy Taylor, Publisher
DWN Publisher Notes For 8/27/25
Friends, this week markets turned bearish, regulators got busy, AI reshaped advisor tech, fintech funding shifted global, and crypto kept evolving.… READ UP!
DWN Publisher Notes For 8/20/25
Friends, this week Basic Capital shook up 401(k)s, IVIX raised $60M for AI fraud defense, wealthtech automation gained traction, and crypto ecosystems kept accelerating...READ UP!
DWN Publisher Notes For 7/23/25
Friends, this week brought a lovely reminder: even in a world of AI & digital finance, it's the simple things - like the memory of baking kuchen with my grandmother - that ground us all, even as technology marches on. As you read on, remember: every innovation is still about people and innovation - at its best - is about making our world better.....READ UP!
DWN Publisher Notes For 11/14/23
Friends, you no doubt know what FOMO stands for in financial markets, but do you know what FOBI stands for? Check out this week's feature story and you will! READ UP!!
DWN Publisher Notes For 8/6/25
Friends, this week saw Orion launch an AI-powered portfolio engine, Altruist acquire Sora, and Nasdaq expand its futures deal with CME. Meanwhile, Grayscale’s tokenization push and VC bets on compliance tech signal what’s ahead. The future’s here—and it’s speeding up.....READ UP!
DWN Publisher Notes For 7/30/25
Friends, this week saw Nasdaq extend its futures deal with CME, Capitalize AI raise $100M for wealth diagnostics, and Grayscale roll out a new tokenization platform. Big moves, all pointing to a clear theme: the rails of finance are getting faster, smarter, and more precise. But let’s not forget—tech is the tool. People are the point...READ UP!





