ADVISOR INSIGHTS: As Clients Feel More at Ease, Advice Gets More Strategic
By Liam Hanlon
For the past eight years, I have worked at the intersection of wealth management and technology. I began my career at EY,...
The Taylor Market Report (1/6/26)
By Bill Taylor, CEO / Digital Wealth News and AI & Finance
DWN Publisher Notes For 1/6/25
FRIENDS – fintech, AI, and digital wealth kicked off 2026 focused on execution, not experimentation, as advisor platforms scaled workflows, payments consolidated, banks pushed infrastructure upgrades, and regulators sharpened expectations across AI, crypto, and compliance. READ UP!
The Taylor Market Report (12/16/25)
Getting a jump on the holidays. Keeping it real short. I am making no changes. Staying neutral on gold, eth, and the s&p 500. Neutral to slightly bullish on bitcoin. With only a few weeks to go into 2026, why do anything now?
DWN Publisher Notes For 12/16/25
FRIENDS – fintech, AI, and digital wealth accelerated this week as artificial intelligence moved from experimentation to execution, advisor platforms shipped meaningful workflow upgrades, regulators sharpened accountability expectations, and digital assets advanced under clearer policy frameworks — plus check out our new DWN ETF channel!
The Taylor Market Report (12/9/25)
By Bill Taylor, CEO / Digital Wealth News and AI & Finance
DWN Publisher Notes For 12/9/25
FRIENDS – fintech, AI, and digital wealth surged again this week as advisor tech sharpened workflows, wealth platforms expanded data and planning tools, VC dollars chased payments and credit innovation, and crypto realigned around stablecoins and state-level policy shifts. READ UP!
The Taylor Market Report (12/2/25)
By Bill Taylor, CEO / Digital Wealth News and AI & Finance
DWN Publisher Notes For 12/2/25
Friends – fintech, AI, and digital wealth pushed hard this week as yield models sparked debate, advisor platforms shipped fresh upgrades, and VC dollars chased payments and infra plays. Stablecoins shifted again, AI flagged circular trading risks. READ UP!
Whitepaper Spotlight: From Leads to Legacy — How Ian Karnell and VastAdvisor Are Redefining...
As financial advisors face mounting acquisition costs and waning results from traditional lead vendors, Ian Karnell believes the future of growth lies in ownership—not...