Category Stories — DWN Publisher Notes

299 stories
DWN Publisher Notes For 2/27/24
DWN Publisher Notes

DWN Publisher Notes For 2/27/24

Friends, it's a leap year, astrology charts are lining up just like 1776 & AI is set to revolutionize the world. Meanwhile, who's Al Isenberg (AI)?  As we navigate thru…

By Cindy Taylor · Feb 27, 2024
DWN Publisher Notes For 2/20/24
DWN Publisher Notes

DWN Publisher Notes For 2/20/24

Friends, a year has passed since "the balloon" visited America's shores, and everything has changed - or has it?!  Meanwhile, we explore a powerful new wealthtech incuba…

By Cindy Taylor · Feb 20, 2024
DWN Publisher Notes For 2/13/24
DWN Publisher Notes

DWN Publisher Notes For 2/13/24

Friends, it's a week for lovers, and we LOVE the content we've lined up for you here, including a look at looming black swan events, a new crypto offering for advisors a…

By Cindy Taylor · Feb 13, 2024
DWN Publisher Notes For 2/6/24
DWN Publisher Notes

DWN Publisher Notes For 2/6/24

Friends, our first week of our new brand "AI & Finance™" was a smashing success, with over 12,000 opens of our first newsletter and on a weekend, too! Meanwhile, let's s…

By Cindy Taylor · Feb 6, 2024
DWN Publisher Notes For 1/30/24
DWN Publisher Notes

DWN Publisher Notes For 1/30/24

Friends, this is the week we launch our new "AI & Finance™" newsletter - an idea several months in the making that got clarified at a pool in BelAir - that's how creativ…

By Cindy Taylor · Jan 30, 2024
DWN Publisher Notes For 1/23/24
DWN Publisher Notes

DWN Publisher Notes For 1/23/24

Friends, another major news week in the wealthtech sector, so make sure to read Advisor Tech Talk for the latest. There's also news from The Founders Arena wealthtech ac…

By Cindy Taylor · Jan 23, 2024
DWN Publisher Notes For 1/16/24
DWN Publisher Notes

DWN Publisher Notes For 1/16/24

Friends, last week the SEC finally approved Bitcoin ETFs to great media fanfare, but author Bill Taylor says NOT SO FAST, folks, in 'GOLD vs BITCOIN vs BITCOIN ETF' Mean…

By Cindy Taylor · Jan 16, 2024
DWN Publisher Notes For 1/8/23
DWN Publisher Notes

DWN Publisher Notes For 1/8/23

Friends, some MAJOR news in our Advisor Tech Talk (re: Bill Crager of Envestnet) & Defi Diaries (re: SBF) this week -plus- we couldn't resist posting just ONE MORE 2024…

By Cindy Taylor · Jan 10, 2024
DWN Publisher Notes For 1/3/23
DWN Publisher Notes

DWN Publisher Notes For 1/3/23

Friends, Happy 2024, and hoping you had a beautiful holiday season! The new year brings a new tracking index from our team-the DWN AI Index.  There's no doubt in our min…

By Cindy Taylor · Jan 2, 2024
DWN Publisher Notes For 12/26/23
DWN Publisher Notes

DWN Publisher Notes For 12/26/23

Friends, we hope those who celebrated Christmas had a beautiful one and we wish you all a spectacular 2024!  This week we have Part 1 of the "year in review" for many of…

By Cindy Taylor · Dec 26, 2023
DWN Publisher Notes For 12/19/23
DWN Publisher Notes

DWN Publisher Notes For 12/19/23

Friends, this week we delve into Santa Claus (with an exclusive interview!) and AI - talk about topical!  And while we're at it, we wish all our friends and readers a be…

By Cindy Taylor · Dec 19, 2023
DWN Publisher Notes For 12/12/23
DWN Publisher Notes

DWN Publisher Notes For 12/12/23

Friends, this week we posted our second article in our 5-part series on AI in Finance and covered chatbots.  I'll be honest - I'm the crazy lady yelling at the phone whi…

By Cindy Taylor · Dec 12, 2023
DWN Publisher Notes For 12/5/23
DWN Publisher Notes

DWN Publisher Notes For 12/5/23

Friends, this week we begin a new 5-part series on AI in Finance.  Uncomfortable with this paradigm-shifting technology?  You won't be after you educate yourself on thes…

By Cindy Taylor · Dec 5, 2023
DWN Publisher Notes For 11/28/23
DWN Publisher Notes

DWN Publisher Notes For 11/28/23

Friends, hoping Thanksgiving was filled with joy for you and yours.  This week we look at VR in 2024 and question why the venerable WSJ is bashing Bitcoin yet again. REA…

By Cindy Taylor · Nov 28, 2023
DWN Publisher Notes For 11/21/23
DWN Publisher Notes

DWN Publisher Notes For 11/21/23

Friends, it's Thanksgiving week here in the US and at DWN, we truly have so much to be thankful for, including you - our incredible readers!  We're also revisiting a VER…

By Cindy Taylor · Nov 20, 2023
DWN Publisher Notes For 11/14/23
DWN Publisher Notes

DWN Publisher Notes For 11/14/23

Friends, you no doubt know what FOMO stands for in financial markets, but do you know what FOBI stands for?  Check out this week's feature story and you will! READ UP!!

By Cindy Taylor · Nov 14, 2023
DWN Publisher Notes For 11/7/23
DWN Publisher Notes

DWN Publisher Notes For 11/7/23

Friends, updating tech stacks is all the rage - even the NYSE announced theirs was recently upgraded.  Tech may SEEM like it's slowing but it ain't over until it's over.…

By Cindy Taylor · Nov 7, 2023
DWN Publisher Notes For 10/31/23
DWN Publisher Notes

DWN Publisher Notes For 10/31/23

Friends, our CEO mentioned that he's researching DWN for historical info for his content this week.  We love being the resource you can use for delving into digital weal…

By Cindy Taylor · Oct 30, 2023
DWN Publisher Notes For 10/24/23
DWN Publisher Notes

DWN Publisher Notes For 10/24/23

Friends, is AI REALLY that smart?  We  also have a chat with Mom & Dad about crypto and dig into the SBF trial with details you won't hear on the MSM. READ UP!

By Cindy Taylor · Oct 24, 2023
DWN Publisher Notes For 10/17/23
DWN Publisher Notes

DWN Publisher Notes For 10/17/23

Friends, what news is news?  We ponder this DEEP EXISTENTIAL QUESTION while also delving into a large state's new crypto legislation and how technology affects advisor r…

By Cindy Taylor · Oct 17, 2023
DWN Publisher Notes For 10/11/23
DWN Publisher Notes

DWN Publisher Notes For 10/11/23

Friends, this week we have an insightful new zoomcast with Michael Pinsker of Docupace, a speculative look at what's next for markets and more great content and news in…

By Cindy Taylor · Oct 10, 2023
DWN Publisher Notes For 10/4/23
DWN Publisher Notes

DWN Publisher Notes For 10/4/23

Friends, notice anything different?  We've given Digital Wealth News a "facelift" with a brand new logo design, a new tagline and a fresh new newsletter format, but all…

By Cindy Taylor · Oct 3, 2023
DWN Publisher Notes For 9/27/23
DWN Publisher Notes

DWN Publisher Notes For 9/27/23

Friends, this week we have a new zoomcast with Jim Row of ESG platform Capturiant.  Meanwhile, we have more news from the SEC, banks get help with college loan balances…

By Cindy Taylor · Sep 26, 2023
Publisher Notes For 9/20/23
DWN Publisher Notes

Publisher Notes For 9/20/23

Friends, this week we learn how to stay protected from crypto scams, the importance of being grief-literate with bereaved clients and how to use AI (and not softwear eng…

By Cindy Taylor · Sep 19, 2023