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…
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…
Counting the days until Labor Day and the official end of summer — and the beginning of football season. Time goes by fast. So far, the financial markets are in the “Gol…
Last Thursday evening, I logged into ChatGPT expecting my usual session—but instead, a major new update appeared: version 5.0. My curiosity kicked in, and after digging…
Still thinking about last week? Drop it. Forget it. What was HOT last week is NOT this week. Things are moving fast and furious. No time to sit and think. Let's start w…
AI Tax, Wealth Infra & Credit Risk Control This week’s fintech funding wave spanned AI-powered tax research, institutional wealth platforms, and credit risk automat…
The industry resumed its frenetic pace of activity. Cybersecurity threats continued to loom, with automated solutions taking the lead. Headlines to take note of:…
Things continued to move quickly as regulators opened opportunities for the industry to evolve rapidly. Institutional interest is also on another level, as governments w…
The end of web-driven digital media as we know it is nigh, and what the internet looks like in five years is anybody’s guess. Welcome to another Advisor Tech Talk, whe…
When AI Hits Daily Life: From GPT-5 to StyleFilter and Ticket Pricing This week, AI wasn’t just in the labs—it was everywhere. From Delta’s dynamic airfare pricing and…
Even with smarter-than-ever artificial intelligence, software is still a GIGO proposition. Welcome to AI & Finance, where we run down another long list of financ…
By Greg Woolf, AI RegRisk Think Tank Last year I described a renegade agent that spun up a Delaware LLC and began moving value on-chain without any human sign-off. Th…
Each week we find a new topic for our readers to learn about in our AI Education column. What if one-size-fits-all really meant that on size of something could…