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Dwealth News

Covering Digital Finance The World Over

Cindy Taylor

DWN Publisher Notes for 12/26/24

Friends, for the holiday weeks, we're publishing on Thursdays and then we'll go back to Wednesdays the w/o January 6. Meanwhile - WOW - what great content our team has come up with for you both weeks, with retrospectives of the year behind us and a look at what 2025 will bring...READ UP & HAPPY HOLIDAYS!| Cindy Taylor, Publisher

Interested in getting your brand in front of our high level audiences of Digital Wealth News and AI&Finance? Click here to schedule a zoom meeting w/ DWN publisher Cindy Taylor

News | Markets

Cindy Taylor

THE LEAD | 2025 Future Trends in Artificial Intelligence and Finance, Part 1

Read what major trend/s we may see ahead in artificial intelligence in the financial sector for 2025 from industry c-suites and experts

2024-The Year in Digital Wealth, Part 1

This week's column on digital wealth recaps 2024 news stories from BlackRock, Hidden Road, PayPal, Temenos, Oracle, Liquidnet, and others

Cindy Taylor

Advisor Tech Talk (12/26/24)

In our weekly Advisor Tech Talk column, we cover the year's biggest wealthtech industry news from Envestnet, CAIS, iCapital, Orion and Advyzon

Top 10 VC Deals of 2024 in Fintech, Part 1

Our top 5 VC deals for 2024 in digital wealth came to us from Alpha Sense, Splitero, Rain, Pagaya, and Neo Financial

Cindy Taylor

2024-Decentralized Diaries, A Look Back, Part 1

Stablecoins Had Issues, The Bankruptcy Fallout Continued, Regulatory Agencies Stepped on the Brakes The Tokenization Convo Went Mainstream

DWN AI Index™

Cindy Taylor

DWN AI Index™

The DWN AI Index™ is a new benchmark stock index of the artificial intelligence (AI) sector. The index is comprised of a diversified group of stocks deriving a significant percentage of their revenue from AI applications, updated M-F ... DAILY UPDATES HERE

Thought Leadership

Cindy Taylor

The Taylor Market Report (12/24/24)

It appears the "Santa Claus rally" is under way. BUT, the real question is what happens when the calendar turns to January. New year. Will there be a "January effect" rally? It's 50% for a huge rally OR 50% for a big selloff with economic uncertainty going into 2025

Cindy Taylor

WEALTHTECH 3.0: What's on the Horizon for Wealth Management in 2025?

Pamela Cytron of The Founders Arena discusses 2025 trends in wealth management including more utilization of AI and more M&A

Cindy Taylor

MARTECH MINUTES: How to Grow AUM in 2025 - Advisor Marketing

Advisors can grow AUM in 2025 by deploying five marketing strategies to attract new clients and maintain relationships

Podcast

Cindy Taylor

STANDARD DEVIATIONS PODCAST: Adam Tolliver - The Racial Wealth Gap

This week on Standard Deviations, Dr. Daniel Crosby is joined by Adam Tolliver, Partner Financial Advisor at Artisan Financial Strategies

CURATED INDUSTRY CONTENT

AI & Finance™

Digital Wealth News

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