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MMI Executive IQ Capstone Innovation Project Develop Solutions
The Money Management Institute (MMI) announced the 2024 finalists and winners of the organization’s Executive IQ Capstone Innovation Project. The final project of the...
Uh, Washington We Have a Problem.
Understatement. The headline refers to "a" problem. As if.
There are certainly a myriad of problems floating around out there and, sadly, most of...
STANDARD DEVIATIONS PODCAST: Richard Shotton – The Illusion of Choice
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Richard Shotton. Richard is the author of The Choice Factory,...
TIFIN and Franklin Templeton Join Forces to Introduce TIFIN @Work, An Innovative Financial Wellness...
BOULDER, Colo. and NEW YORK and SAN MATEO, Calif., Jan. 4, 2024 /PRNewswire/ -- TIFIN, a leading AI and innovation platform for wealth, and Franklin Templeton, a global leader in asset management,...
TIFIN and Hamilton Lane to Launch Groundbreaking AI-Powered Investment Assistant for Private Markets
Investment assistant is intended for integration within wealth platforms and digital marketplaces used by advisors and investors allocating to the private markets
Joint...
Tech-Savvy, Income-Focused: Dave Scranton’s Sound Income Strategies’ ETF Continues to Outperform
Typically, the combination of market turmoil, economic uncertainty and a surging interest rate environment would present big picture challenges for asset managers, especially in...
AI ILLUMINATIONS: How The “Autonomous Enterprise” Will Change Wealth Management For The Better
JIFFY.ai is hard at work to build a future where organizations are extremely efficient and able to deliver superior, personalized and digital enabled services to their clients.
Is 2022 a “Tonga Year”?
So just what is a "Tonga Year?" Well it's the start of a year that just seems to have caught everyone by surprise and disrupted (or, let's be real, blew up) some huge hopes and dreams.
Bitcoin in Tonga – What Could Possibly Go Wrong?
Just when a great idea begins to unfold, plans are laid out with a solid timeline and a...
Fintech Corner: Why Client Success Is the Keystone To Fintech Partnerships
Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.