AI Inflection, Integration, and Institutional Imperatives This week’s developments in artificial intelligence underscored a decisive shift from experimentation to struc…
It’s going to be a very interesting year and NOT like the past few. No more buying and forgetting. No more 15%–20% returns locked in certainty. This year will require mo…
FRIENDS – fintech, AI, and digital wealth opened 2026 in execution mode as advisor platforms scaled, VC stayed selective, crypto matured into market infrastructure, paym…
So far so good? Good question, right? The new year is only two weeks old and holy cow, so much has happened. Can this pace continue for another fifty weeks? Yeah, it jus…
DWN's innovative podcast series with AI hosts, Al & Ivy, presents the most topical subject of the week and discusses it in an easy to understand conversation from AI…
What a difference a week makes. If you were with us last week—and we forgive you if you weren’t--you were treated to a paltry three financial advisor technology headli…
Venture Velocity in Fintech Fintech venture capital activity in the first full week of 2026 reflected a measured return following the year-end slowdown, with funding co…
Digital wealth developments this week reflected early-year repositioning as firms moved from planning into execution. Advisor platforms emphasized recruiting, scale, and…
Crypto markets extended a cautious recovery in the first full trading week of 2026 as prices stabilized above late-December lows and institutional participation remained…
Agents, Architectures, Alliances — and AI’s Agenda The transition from 2025 into 2026 saw artificial intelligence shift from retrospective growth narratives to forward-…
Let’s start the new year off right—with a bang. Welcome to AI & Finance where we do have a big list of headlines to report—but that’s more a product of our unusu…
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, where I ultimately led experi…