All Stories — DWN Publisher Notes

299 stories
DWN Publisher Notes For 10/8/25
DWN Publisher Notes

DWN Publisher Notes For 10/8/25

Friends – The Big Sky AI Forum is finally here this week, Oct 7-8 in Bozeman! I’m beyond excited to welcome top minds in AI, fintech, and wealthtech under the Big Sky. C…

By Cindy Taylor · Oct 6, 2025
DWN Publisher Notes For 9/30/25
DWN Publisher Notes

DWN Publisher Notes For 9/30/25

Friends, fintech fires on all fronts: $344M raised across fintech, Nasdaq joins AWS for cloud finance, Morgan Stanley explores crypto trading, Circle pilots on-chain ref…

By Cindy Taylor · Sep 29, 2025
DWN Publisher Notes For 9/24/25
DWN Publisher Notes

DWN Publisher Notes For 9/24/25

Friends, fintech stays hot: Arch secures $52M for private market AI, Hala & Tide fuel SME banking, Cardless & Aven push credit growth, PayPal expands P2P, while CME eyes…

By Cindy Taylor · Sep 23, 2025
DWN Publisher Notes For 9/17/25
DWN Publisher Notes

DWN Publisher Notes For 9/17/25

Friends, this week the Fed makes waves, fintech VC surges, Carta+NYSE launch big, Figure eyes IPO, Tether debuts USAT, and advisor tech reshapes with Envestnet’s $1B R&D…

By Cindy Taylor · Sep 16, 2025
DWN Publisher Notes For 9/10/25
DWN Publisher Notes

DWN Publisher Notes For 9/10/25

Friends, this week markets swing on jobs, inflation, and Fed moves; fintech VC heats up; wealth platforms expand; crypto IPOs loom; advisor tech innovates; and MIT drops…

By Cindy Taylor · Sep 9, 2025
DWN Publisher Notes For 9/3/25
DWN Publisher Notes

DWN Publisher Notes For 9/3/25

Friends, this week the Fed’s focus shifted from inflation to jobs, advisor tech lit up with AI, fintech funding went global, digital wealth platforms expanded, and crypt…

By Cindy Taylor · Sep 2, 2025
DWN Publisher Notes For 8/27/25
DWN Publisher Notes

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!

By Cindy Taylor · Aug 26, 2025
DWN Publisher Notes For 8/20/25
DWN Publisher Notes

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.…

By Cindy Taylor · Aug 19, 2025
DWN Publisher Notes For 8/13/25
DWN Publisher Notes

DWN Publisher Notes For 8/13/25

Friends, this week saw Blue J land $122M for AI tax research, GeoWealth deepen ties with Apollo, and President Trump greenlight crypto in 401(k)s. The pace of fintech an…

By Cindy Taylor · Aug 12, 2025
DWN Publisher Notes For 8/6/25
DWN Publisher Notes

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 tokenizati…

By Cindy Taylor · Aug 5, 2025
DWN Publisher Notes For 7/30/25
DWN Publisher Notes

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…

By Cindy Taylor · Jul 29, 2025
DWN Publisher Notes For 7/23/25
DWN Publisher Notes

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 - th…

By Cindy Taylor · Jul 22, 2025