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The Taylor Market Report (4/8/25)
Well, wasn't the past week special. That sell off probably feels like getting hit by a speeding semi-trailer truck. Of course if you were short, it's nirvana. Which now begs the question: is it over? Ah, I'm afraid not.
FINTECH VIEWS: 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.
Tech Vet J.T. Petrilli Joins Docupace as Head of Mergers & Acquisitions
Docupace, the back-office operations service provider, has appointed J.T. Petrilli as head of mergers & acquisitions. According to the company release, Petrilli will report...
The Week in Digital Wealth (4/7/25)
Despite the current headwinds, the industry continued bucking trends. Innovation thrived as key players settled in for the long term.
Headlines to take note of:
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Advisor Tech Talk (Week of 4/8/25)
Welcome to another busy week of wealthtech headlines—and despite what’s happening in financial markets around the world in recent days, we...
AI & Finance™ | News for the Week Ending 4/4/25
Welcome to a full week of financial artificial intelligence technology headlines—we have a lot to get to as always, but, first, let’s talk about...
DWN Publisher Notes For 4/1/25
Friends, lots of news in wealth management this week, check it all out in Advisor Tech Talk. And in our weekly AI podcast, we look at the relatively short but incredible history of NVIDIA...READ UP!
The Week in Digital Wealth (4/1/25)
Q1 comes to a close, with doomsday expectations coming to naught. The industry continued churning out innovative solutions, providing leverage for firms looking to...
Advisor Tech Talk (Week of 4/1/25)
It’s been another busy week for wealth management technology, and we’re going to jump in head-first.
But first, we’re going to talk...
AI INTELLIGENCE | Weekly Top 10 (3/28/25)
Friends, the week of March 21 to March 27, 2025, witnessed significant advancements and discussions in the realm of artificial intelligence (AI) - we're...