Category Stories — DWN Publisher Notes

299 stories
DWN Publisher Notes For 1/13/26
DWN Publisher Notes

DWN Publisher Notes For 1/13/26

FRIENDS – fintech, AI, and digital wealth opened 2026 in execution mode as advisor platforms scaled, VC stayed selective, crypto matured into market infrastructure, paym…

By Cindy Taylor · Jan 12, 2026
DWN Publisher Notes For 1/6/25
DWN Publisher Notes

DWN Publisher Notes For 1/6/25

FRIENDS – fintech, AI, and digital wealth kicked off 2026 focused on execution, not experimentation, as advisor platforms scaled workflows, payments consolidated, banks…

By Cindy Taylor · Jan 6, 2026
DWN Publisher Notes For 12/16/25
DWN Publisher Notes

DWN Publisher Notes For 12/16/25

FRIENDS – fintech, AI, and digital wealth accelerated this week as artificial intelligence moved from experimentation to execution, advisor platforms shipped meaningful…

By Cindy Taylor · Dec 16, 2025
DWN Publisher Notes For 12/9/25
DWN Publisher Notes

DWN Publisher Notes For 12/9/25

FRIENDS – fintech, AI, and digital wealth surged again this week as advisor tech sharpened workflows, wealth platforms expanded data and planning tools, VC dollars chase…

By Cindy Taylor · Dec 9, 2025
DWN Publisher Notes For 12/2/25
DWN Publisher Notes

DWN Publisher Notes For 12/2/25

Friends – fintech, AI, and digital wealth pushed hard this week as yield models sparked debate, advisor platforms shipped fresh upgrades, and VC dollars chased payments…

By Cindy Taylor · Dec 1, 2025
DWN Publisher Notes For 11/25/25
DWN Publisher Notes

DWN Publisher Notes For 11/25/25

Friends – our annual tradition returns as we welcome back T. Gobble of FinTurk Farms, but the news cycle didn’t slow a bit—AI, fintech, and digital wealth kept churning…

By Cindy Taylor · Nov 25, 2025
DWN Publisher Notes For 11/18/25
DWN Publisher Notes

DWN Publisher Notes For 11/18/25

Friends – fintech, AI, and digital wealth keep accelerating as capital pours in and platforms scale. Advisors chase smarter automation, VC deals jump, and—like the feral…

By Cindy Taylor · Nov 18, 2025
DWN Publisher Notes For 11/12/25
DWN Publisher Notes

DWN Publisher Notes For 11/12/25

Friends – fintech, AI, and digital wealth keep pushing boundaries as capital floods in and innovation outpaces regulation. Advisors chase smarter tech, VC rounds surge,…

By Cindy Taylor · Nov 11, 2025
DWN Publisher Notes For 11/3/25
DWN Publisher Notes

DWN Publisher Notes For 11/3/25

Friends – this week, I have a personal note to share before we dive into fintech and AI — please click through to read more...READ UP!

By Cindy Taylor · Nov 3, 2025
DWN Publisher Notes For 10/29/25
DWN Publisher Notes

DWN Publisher Notes For 10/29/25

Friends – fintech funding, AI adoption, and digital assets all surged this week, while markets weighed leverage, risk, and innovation across finance’s frontier...READ UP!

By Cindy Taylor · Oct 28, 2025
DWN Publisher Notes For 10/22/25
DWN Publisher Notes

DWN Publisher Notes For 10/22/25

Friends – markets and media keep spinning as AI, crypto, and fintech roar ahead. Government data limps out amid a shutdown, VC cash floods fintech, advisors race toward…

By Cindy Taylor · Oct 21, 2025
DWN Publisher Notes For 10/15/25
DWN Publisher Notes

DWN Publisher Notes For 10/15/25

Friends - markets stay fearless as fintech and crypto roar ahead — the Honey Badger rally keeps charging, $344M pours into startups, DeFi evolves fast, and advisor tech…

By Cindy Taylor · Oct 14, 2025
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