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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.
DWN Publisher Notes For 4/8/25
Friends, in President Clinton’s words: “it’s the economy, stupid.” We get it—many of you are hearing from anxious clients after the tariff news, despite some market rebounds. After rough days post-April 2, now’s the time to lean on top wealthtech for top advice—and we’ve got the latest right here...READ UP!
DWN ROUNDTABLES: 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...
DWN | The Al & Ivy (AI) Podcast, Episode 22 – Understanding Globalization
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...
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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Decentralized Diaries for the Week of 4/7/25
The digital asset industry's resilience showed in the face of continuing market pullbacks. Regulatory industry interventions were helpful, with crypto firms looking for new...
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...
FINTECH VIEWS: TradingBlock Launches Online Learning Hub for Options Education
Chicago-based online broker TradingBlock has recently launched a growing library of educational resources for engaged investors and options-curious traders who want to learn how...
AI INTELLIGENCE | Weekly Top 10 (4/4/25)
Friends, the week of March 28 to April 3, 2025, witnessed significant developments in the field of artificial intelligence (AI). From corporate partnerships aiming...